401(k) · DOL Form 5500 · 2023
The Witmer Group, LLC 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 191
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $108,802
- Avg per participant Below avg balance/head
Official DOL plan name: The Witmer Group Retirement Plan · Sponsored by The Witmer Group, LLC · Pennsylvania · Construction
$21M in assets, 191 participants
The Witmer Group, LLC's The Witmer Group Retirement Plan reported $21M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,503 in Construction (9,030 peers)
Coverage in Pennsylvania
The Witmer Group Retirement Plan covers 191 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.
- #6,503
- in Construction (9,030 peers)
- +15.9%
- assets growth YoY
The Witmer Group Retirement Plan's outsized position by total assets
The Witmer Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,781,119 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Witmer Group Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Witmer Group Retirement Plan sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Witmer Group Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Witmer Group Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- The Witmer Group Retirement Plan reported participants fell from 212 in the plan year 2022 filing to 191 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 474148551 · The Witmer Group, LLC PY 2023 · 401(k)
The Witmer Group Retirement Plan · $21M · 191 · 73rd
- VS-ST $21M
- VS-ST 191
- VS-ST 73rd
- VS-ST 401(k)
- VS-ST near The Metropolitan Companies, Inc. 401(k) Plan
- VS-ST ind #6503
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Pennsylvania →
The Witmer Group Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 474148551 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Witmer Group, LLC)
Sponsor-wide plan assets over time
All The Witmer Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 38.094994031690184% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 212 | $18M |
| 2023 | 1 | 191 | $21M |
| 2024 | 1 | 182 | $25M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
The Witmer Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is The Metropolitan Companies, Inc. 401(k) Plan in NY ($21M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- The Metropolitan Companies, Inc. 401(k) Plan (NY) $21M · 1,160
- The Millcraft Paper Company Savings & Investment Plan (OH) $21M · 270
- Plymouth Poultry Company Retirement Plan (WA) $21M · 223
- Brookfield Academy Retirement Plan (WI) $21M · 140
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Cwb Holdings, Inc. 401(k) Plan (CO) 191 · 0 off
- Palomar Holdings, Inc. 401(k) Plan (CA) 191 · 0 off
- Johanson Dielectrics, Inc. 401(k) Retirement Plan (CA) 191 · 0 off
- Guaranty Service Group 401(k) Savings Plan (WI) 191 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.