Other · DOL Form 5500 · 2023

Waverly Senior Services Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
315
Participants Below avg headcount
66th
Percentile by assets National rank
$44,215
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Employee Benefit Plan of Waverly Senior Services · Sponsored by Waverly Senior Services · Pennsylvania · Healthcare & Social Assistance

$14M in assets, 315 participants

Waverly Senior Services's Employee Benefit Plan of Waverly Senior Services reported $14M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,518 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Employee Benefit Plan of Waverly Senior Services covers 315 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#12,518
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY

Employee Benefit Plan of Waverly Senior Services's mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of Waverly Senior Services vs every filed plan by assets

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

$13,927,677 Top 34% higher than 66% 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

Employee Benefit Plan of Waverly Senior Services 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. Employee Benefit Plan of Waverly Senior Services sits mid-pack in the medium band (315 participants).

DOL schedule card

Filing strip 922896026 · Waverly Senior Services PY 2023 · Other

Employee Benefit Plan of Waverly Senior Services · $14M · 315 · 66th

  • SCH $14M
  • SCH 315
  • SCH 66th
  • SCH Other
  • SCH near Tax Deferred Annuity Plan
  • SCH ind #12518

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Employee Benefit Plan of Waverly Senior Services in the asset neighbourhood

Los Angeles Opera Company Retirement PlanLos Angeles Opera Company Re…$14MLutheran Home & Harwood Place 403(b) PlanLutheran Home & Harwood Plac…$14MNational Society Daughters of the American Revolution 403(b) PlanNational Society Daughters o…$14MEmployee Benefit Plan of Waverly Senior ServicesEmployee Benefit Plan of Wav…$14MTax Deferred Annuity Plan$14M
End-of-year total assets ($M) among Employee Benefit Plan of Waverly Senior Services and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN922896026
Plan Effective Date1988-12-22
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Employee Benefit Plan of Waverly Senior Services vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Employee Benefit Plan of Waverly Senior Services, Total assets ($B): 0.013927677 · Participants: 315Employee Benefit Plan of Waverly Senior ServicesThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Employee Benefit Plan of Waverly Senior Services vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Employee Benefit Plan of Waverly Senior Services side-by-side with 3 peers →

Employee Benefit Plan of Waverly Senior Services's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Tax Deferred Annuity Plan in NY ($14M); by covered participants it is Piedmont University Tax Deferred Retirement Annuity P in GA (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Employee Benefit Plan of Waverly Senior Services assets move in 2023? ▼
Employee Benefit Plan of Waverly Senior Services grew sharply - up 21.7% during 2023, from $11M to $14M. Reported net income was $2M.
Which Other plans are similar in size to Employee Benefit Plan of Waverly Senior Services? ▼
Among Other plans in other states, the closest by assets is Tax Deferred Annuity Plan in NY ($14M, 155 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Waverly Senior Services? ▼
Among Other plans in other states, the closest by covered participants is Piedmont University Tax Deferred Retirement Annuity P in GA (315 participants, $43M 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 922896026.

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.