401(k) · DOL Form 5500 · 2023

Andesa Services 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
149
Participants Small participant base
81st
Percentile by assets National rank
$227,835
Avg per participant Above avg balance/head
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Official DOL plan name: Andesa Services Savings Incentive Plan · Sponsored by Andesa Services · Pennsylvania · Finance & Insurance

$34M in assets, 149 participants

Andesa Services's Andesa Services Savings Incentive Plan reported $34M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,284 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Andesa Services Savings Incentive Plan covers 149 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $34M.

#6,284
in Finance & Insurance (8,869 peers)
+8.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Andesa Services Savings Incentive Plan's outsized position by total assets

Andesa Services Savings Incentive Plan vs every filed plan by assets

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

$33,947,412 Top 19% higher than 81% 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

Andesa Services Savings Incentive 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. Andesa Services Savings Incentive Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Andesa Services Savings Incentive Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Andesa Services Savings Incentive Plan reported participants fell from 166 in the plan year 2022 filing to 149 in the plan year 2023 filing.
  • Andesa Services Savings Incentive Plan end-of-year assets rose from $31M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232545253 · Andesa Services PY 2023 · 401(k)

Andesa Services Savings Incentive Plan · $34M · 149 · 81st

  • EBSA $34M
  • EBSA 149
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near Intega, Inc. 401(k) Plan
  • EBSA ind #6284

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Andesa Services Savings Incentive Plan in the asset neighbourhood

Andesa Services Savings Incentive PlanAndesa Services Savings Ince…$34MIntega, Inc. 401(k) Plan$34M1st United Credit Union Profit Sharing and Savings Plan1st United Credit Union Prof…$34MMerlone Geier Management, LLC 401(k) PlanMerlone Geier Management, LL…$34MKettle Cuisine, LLC 401(k) Savings PlanKettle Cuisine, LLC 401(k) S…$34M
End-of-year total assets ($M) among Andesa Services Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN232545253
Plan Effective Date2005-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Andesa Services)

Sponsor-wide plan assets over time

All Andesa Services plans reported in each filing year

Latest sponsor-wide plan assets
$42M 6.505364441520567% vs 2022
2024 filing year
$39M$40M$41M$42M$43M 202220232024 $39.4M $42M ▲ +6.5%
Year Plans Participants Total Assets
2022 2 348 $39M
2023 2 316 $42M
2024 2 291 $42M

Nearby 401(k) Plans in Pennsylvania

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

Andesa Services Savings Incentive Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Andesa Services Savings Incentive Plan, Total assets ($B): 0.033947412 · Participants: 149Andesa Services Savings Incentive 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
Andesa Services Savings Incentive Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Andesa Services Savings Incentive Plan side-by-side with 3 peers →

Andesa Services Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Intega, Inc. 401(k) Plan in TX ($34M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Andesa Services Savings Incentive Plan assets move in 2023? ▼
Andesa Services Savings Incentive Plan grew at a solid clip - up 8.9% during 2023, from $31M to $34M. Reported net income was $3M.
How have Andesa Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andesa Services's sponsor-wide assets grew 6.5%, from $39M to $42M.
Where does Andesa Services Savings Incentive Plan rank by assets among Form 5500 filers? ▼
Andesa Services Savings Incentive Plan ranks in the 81st 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 Andesa Services Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intega, Inc. 401(k) Plan in TX ($34M, 354 participants).
Which 401(k) plans cover a similar participant headcount to Andesa Services Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 232545253.

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.