401(k) · DOL Form 5500 · 2023

J.W. Pepper & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
155
Participants Small participant base
75th
Percentile by assets National rank
$146,081
Avg per participant Above avg balance/head
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Official DOL plan name: J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan · Sponsored by J.W. Pepper & Son, Inc. · Pennsylvania · Information & Media

$23M in assets, 155 participants

J.W. Pepper & Son, Inc.'s J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan reported $23M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #1,847 in Information & Media (2,818 peers)

Coverage in Pennsylvania

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan covers 155 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#1,847
in Information & Media (2,818 peers)
+16.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan's outsized position by total assets

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan vs every filed plan by assets

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

$22,642,502 Top 25% higher than 75% 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

J.W. Pepper & Son, Inc. 401(k) Savings and Investment 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. J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan reported participants rose from 146 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 230963171 · J.W. Pepper & Son, Inc. PY 2023 · 401(k)

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan · $23M · 155 · 75th

  • 5500 $23M
  • ASSETS 155
  • PCT 75th
  • EIN 401(k)
  • RANK near Hawaiiana Group Incorporated 401(k) Plan
  • PHOTO ind #1847

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 Information & Media retirement plans → · Plans in Pennsylvania →

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan in the asset neighbourhood

J.W. Pepper & Son, Inc. 401(k) Savings and Investment PlanJ.W. Pepper & Son, Inc. 401(…$23MHawaiiana Group Incorporated 401(k) PlanHawaiiana Group Incorporated…$23MM & H Enterprises, Inc. 401(k) PlanM & H Enterprises, Inc. 401(…$23MDoster Construction Company, Inc. Retirement Savings PlanDoster Construction Company,…$23MMysock Chevaillier & Bolden 401(k) PlanMysock Chevaillier & Bolden …$23M
End-of-year total assets ($M) among J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN230963171
Plan Effective Date1966-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.W. Pepper & Son, Inc.)

Sponsor-wide plan assets over time

All J.W. Pepper & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 32.13038869436212% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $17.6M $23.3M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 146 $18M
2023 2 316 $42M
2024 1 162 $23M

Nearby 401(k) Plans in Pennsylvania

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

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan, Total assets ($B): 0.022642502 · Participants: 155J.W. Pepper & Son, Inc. 401(k) Savings and Investment 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
J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan side-by-side with 3 peers →

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hawaiiana Group Incorporated 401(k) Plan in HI ($23M); by covered participants it is Pacific Bath Company 401(k) Plan in OR (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan assets move in 2023? ▼
J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan grew sharply - up 16.2% during 2023, from $19M to $23M. Reported net income was $3M.
How have J.W. Pepper & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.W. Pepper & Son, Inc.'s sponsor-wide assets grew 32.1%, from $18M to $23M.
Where does J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan rank by assets among Form 5500 filers? ▼
J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan ranks in the 75th 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 J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hawaiiana Group Incorporated 401(k) Plan in HI ($23M, 224 participants).
Which 401(k) plans cover a similar participant headcount to J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pacific Bath Company 401(k) Plan in OR (155 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 230963171.

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.