401(k) · DOL Form 5500 · 2023

West Penn Energy Services, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
72
Participants Small participant base
40th
Percentile by assets National rank
$55,104
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: West Penn Energy Services, LLC 401(k) Profit Sharing Plan · Sponsored by West Penn Energy Services, LLC · Pennsylvania · Retail Trade

$4M in assets, 72 participants

West Penn Energy Services, LLC's West Penn Energy Services, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,297 in Retail Trade (8,414 peers)

West Penn Energy Services, LLC multi-year trail

West Penn Energy Services, LLC's plans moved +14.9% in assets from 2022 to 2024; this filing shows West Penn Energy Services, LLC 401(k) Profit Sharing Plan at $4M / 72 participants.

#4,297
in Retail Trade (8,414 peers)
+19.0%
assets growth YoY

West Penn Energy Services, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

West Penn Energy Services, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,967,512 40th percentile higher than 40% 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

West Penn Energy Services, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Penn Energy Services, LLC 401(k) Profit Sharing Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Penn Energy Services, LLC 401(k) Profit Sharing Plan reported net income rose from -$514K in the plan year 2022 filing to $632K in the plan year 2023 filing.
  • West Penn Energy Services, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • West Penn Energy Services, LLC 401(k) Profit Sharing Plan reported participants fell from 74 in the plan year 2022 filing to 72 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261240729 · West Penn Energy Services, LLC PY 2023 · 401(k)

West Penn Energy Services, LLC 401(k) Profit Sharing Plan · $4M · 72 · 40th

  • VS-ST $4M
  • VS-ST 72
  • VS-ST 40th
  • VS-ST 401(k)
  • VS-ST near Durand, Inc 401(k) Profit Sharing Plan
  • VS-ST ind #4297

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 Retail Trade retirement plans → · Plans in Pennsylvania →

West Penn Energy Services, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

West Penn Energy Services, LLC 401(k) Profit Sharing PlanWest Penn Energy Services, L…$4MDurand, Inc 401(k) Profit Sharing PlanDurand, Inc 401(k) Profit Sh…$4MRki, Inc. 401(k) Plan$4MJamie W Broussard Individual (K) QrpJamie W Broussard Individual…$4MAnyscale 401(k) Plan$4M
End-of-year total assets ($M) among West Penn Energy Services, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

West Penn Energy Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All West Penn Energy Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.912793286223849% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.34M $3.83M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 74 $3M
2023 1 72 $4M
2024 1 99 $4M

West Penn Energy Services, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$632K
Employer EIN261240729
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

West Penn Energy Services, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants West Penn Energy Services, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.003967512 · Participants: 72West Penn Energy Services, LLC 401(k) Profit Sharing 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
West Penn Energy Services, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare West Penn Energy Services, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

West Penn Energy Services, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Durand, Inc 401(k) Profit Sharing Plan in NJ ($4M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (72 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 West Penn Energy Services, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
West Penn Energy Services, LLC 401(k) Profit Sharing Plan grew sharply - up 19.0% during 2023, from $3M to $4M. Reported net income was $632K.
How have West Penn Energy Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Penn Energy Services, LLC's sponsor-wide assets grew 14.9%, from $3M to $4M.
Which 401(k) plans are similar in size to West Penn Energy Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Durand, Inc 401(k) Profit Sharing Plan in NJ ($4M, 159 participants).
Which 401(k) plans cover a similar participant headcount to West Penn Energy Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gryphon Healthcare 401(k) Plan in TX (72 participants, N/A 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 261240729.

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.