Other · DOL Form 5500 · 2023

Wesley Spectrum Services Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
100
Participants Small participant base
63rd
Percentile by assets National rank
$121,007
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wesley Spectrum Services 403(b) Savings Plan · Sponsored by Wesley Spectrum Services · Pennsylvania · Educational Services

$12M in assets, 100 participants

Wesley Spectrum Services's Wesley Spectrum Services 403(b) Savings Plan reported $12M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,701 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Wesley Spectrum Services 403(b) Savings Plan covers 100 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#1,701
in Educational Services (3,735 peers)
+6.7%
assets growth YoY

Wesley Spectrum Services 403(b) Savings Plan's mid-pack asset rank among Educational Services and all filers

Wesley Spectrum Services 403(b) Savings Plan vs every filed plan by assets

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

$12,100,668 Top 37% higher than 63% 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

Wesley Spectrum Services 403(b) Savings 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. Wesley Spectrum Services 403(b) Savings Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wesley Spectrum Services 403(b) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $760K in the plan year 2023 filing.
  • Wesley Spectrum Services 403(b) Savings Plan reported participants fell from 112 in the plan year 2022 filing to 100 in the plan year 2023 filing.
  • Wesley Spectrum Services 403(b) Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251180602 · Wesley Spectrum Services PY 2023 · Other

Wesley Spectrum Services 403(b) Savings Plan · $12M · 100 · 63rd

  • SCH $12M
  • EBSA 100
  • PART 63rd
  • TYPE Other
  • NET near Cheverus High School Lay Employee 403(b) Pension Plan
  • BOOK ind #1701

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 Educational Services retirement plans → · Plans in Pennsylvania →

Wesley Spectrum Services 403(b) Savings Plan in the asset neighbourhood

Wesley Spectrum Services 403(b) Savings PlanWesley Spectrum Services 403…$12MCheverus High School Lay Employee 403(b) Pension PlanCheverus High School Lay Emp…$12MMckinley 403(b) Plan$12MNeighborhood House, Inc. 403(b) Retirement PlanNeighborhood House, Inc. 403…$12MCenter for Research Libraries Defined Contribution Retirement PlanCenter for Research Librarie…$12M
End-of-year total assets ($M) among Wesley Spectrum Services 403(b) Savings Plan 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)$12M
Net Income$760K
Employer EIN251180602
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Spectrum Services)

Sponsor-wide plan assets over time

All Wesley Spectrum Services plans reported in each filing year

Latest sponsor-wide plan assets
$13M 12.288078752851867% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.4M $12.7M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 112 $11M
2023 1 100 $12M
2024 1 80 $13M

Nearby Other Plans in Pennsylvania

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

Wesley Spectrum Services 403(b) Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Wesley Spectrum Services 403(b) Savings Plan, Total assets ($B): 0.012100668 · Participants: 100Wesley Spectrum Services 403(b) Savings PlanThe 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
Wesley Spectrum Services 403(b) Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Wesley Spectrum Services 403(b) Savings Plan side-by-side with 3 peers →

Wesley Spectrum Services 403(b) Savings Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Cheverus High School Lay Employee 403(b) Pension Plan in ME ($12M); by covered participants it is Camino Health Center Retirement Plan in CA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Wesley Spectrum Services 403(b) Savings Plan assets move in 2023? ▼
Wesley Spectrum Services 403(b) Savings Plan grew at a solid clip - up 6.7% during 2023, from $11M to $12M. Reported net income was $760K.
How have Wesley Spectrum Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesley Spectrum Services's sponsor-wide assets grew 12.3%, from $11M to $13M.
Which Other plans are similar in size to Wesley Spectrum Services 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by assets is Cheverus High School Lay Employee 403(b) Pension Plan in ME ($12M, 144 participants).
Which Other plans cover a similar participant headcount to Wesley Spectrum Services 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Camino Health Center Retirement Plan in CA (100 participants, $10M 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 251180602.

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.