401(k) · DOL Form 5500 · 2023

Worth & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
562
Participants Below avg headcount
89th
Percentile by assets National rank
$126,815
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Worth & Company, Inc. Retirement Plan · Sponsored by Worth & Company, Inc. · Pennsylvania · Construction

$71M in assets, 562 participants

Worth & Company, Inc.'s Worth & Company, Inc. Retirement Plan reported $71M in total assets and 562 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,831 in Construction (9,030 peers)

Where Worth & Company, Inc. Retirement Plan sits by assets

Worth & Company, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $71M for 562 participants (~$126,815/participant), up 20.7% in 2023.

#7,831
in Construction (9,030 peers)
+20.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Worth & Company, Inc. Retirement Plan's outsized position by total assets

Worth & Company, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$71,270,231 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Worth & Company, Inc. 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. Worth & Company, Inc. Retirement Plan sits mid-pack in the medium band (562 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Worth & Company, Inc. Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Worth & Company, Inc. Retirement Plan end-of-year assets rose from $59M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Worth & Company, Inc. Retirement Plan reported participants rose from 551 in the plan year 2022 filing to 562 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232251312 · Worth & Company, Inc. PY 2023 · 401(k)

Worth & Company, Inc. Retirement Plan · $71M · 562 · 89th

  • EIN $71M
  • RANK 562
  • PHOTO 89th
  • IND 401(k)
  • EOY near Qualys, Inc. 401(k) Plan
  • 5500 ind #7831

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 →

Worth & Company, Inc. Retirement Plan in the asset neighbourhood

Ho-Chunk, Inc. 401(k) Plan$71MWorth & Company, Inc. Retirement PlanWorth & Company, Inc. Retire…$71MQualys, Inc. 401(k) Plan$71MBama Profit Sharing Plan$71MTlp Management Services LLC 401(k) PlanTlp Management Services LLC …$71M
End-of-year total assets ($M) among Worth & Company, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$71M
Net Income$12M
Employer EIN232251312
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worth & Company, Inc.)

Sponsor-wide plan assets over time

All Worth & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 47.71775178249203% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $59.1M $87.2M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 551 $59M
2023 1 562 $71M
2024 2 1,116 $87M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Worth & Company, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Worth & Company, Inc. Retirement Plan, Total assets ($B): 0.071270231 · Participants: 562Worth & Company, Inc. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Worth & Company, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Worth & Company, Inc. Retirement Plan side-by-side with 3 peers →

Worth & Company, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Qualys, Inc. 401(k) Plan in CA ($71M); by covered participants it is Aim Media 401(k) Plan in TX (562 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71M here).

Similar participant headcount

Nearest other-state filings by covered participants (562 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Worth & Company, Inc. Retirement Plan assets move in 2023? ▼
Worth & Company, Inc. Retirement Plan grew sharply - up 20.7% during 2023, from $59M to $71M. Reported net income was $12M.
How have Worth & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worth & Company, Inc.'s sponsor-wide assets grew 47.7%, from $59M to $87M.
Where does Worth & Company, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Worth & Company, Inc. Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Worth & Company, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qualys, Inc. 401(k) Plan in CA ($71M, 546 participants).
Which 401(k) plans cover a similar participant headcount to Worth & Company, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aim Media 401(k) Plan in TX (562 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232251312.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.