401(k) · DOL Form 5500 · 2023

Wesley Family Services 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
722
Participants
77th
Percentile by assets
$35,347
Avg per participant
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Official DOL plan name: Wesley Family Services 401(k) Retirement Plan · Sponsored by Wesley Family Services · Pennsylvania · Healthcare & Social Assistance

$26M in assets, 722 participants

Wesley Family Services's Wesley Family Services 401(k) Retirement Plan reported $26M in total assets and 722 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 127,072 plans)
  • #14,217 in Healthcare & Social Assistance (17,684 peers)

Where Wesley Family Services 401(k) Retirement Plan sits by assets

Wesley Family Services 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 722 participants (~$35,347/participant), up 18.9% in 2023.

$26M
total plan assets (2023 EOY)
722
covered participants
77th
percentile by assets (of 127,072 plans)
$35,347
avg assets per participant

Where Wesley Family Services 401(k) Retirement Plan sits by total assets

Wesley Family Services 401(k) Retirement Plan vs every filed plan by assets

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

$25,520,477 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wesley Family Services 401(k) Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wesley Family Services 401(k) Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Wesley Family Services 401(k) Retirement Plan reported participants rose from 646 in the plan year 2022 filing to 722 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Healthcare & Social Assistance

Wesley Family Services 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Wesley Family Services 401(k) Retirement Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN820653875
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Family Services)

$20M$25M$30M$35M 202220232024 $21.5M $29.7M ▲ +38.5%
Total plan assets by year, all Wesley Family Services plans on file
Year Plans Participants Total Assets
2022 1 646 $21M
2023 1 722 $26M
2024 1 614 $30M

Nearby 401(k) Plans in Pennsylvania

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

Wesley Family Services 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Wesley Family Services 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Wesley Family Servic…Comcast Corporation …Cigna 401(k) PlanThe Vanguard Retirem…The PNC Financial Se…The Bank of New York…
Wesley Family Services 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wesley Family Services 401(k) Retirement… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wesley Family Services 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Wesley Family Services 401(k) Retirement Plan assets move in 2023? ▼
Wesley Family Services 401(k) Retirement Plan grew sharply - up 18.9% during 2023, from $21M to $26M. Reported net income was $4M.
How have Wesley Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesley Family Services's sponsor-wide assets grew 38.4%, from $21M to $30M.
Where does Wesley Family Services 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Wesley Family Services 401(k) Retirement Plan ranks in the 77th 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 Wesley Family Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Indianapolis Zoological Society, Inc. Retirement Plan in IN ($26M, 381 participants).

Next read for Wesley Family Services 401(k) Retirement…

Scale reading

Ways to act on Wesley Family Services 401(k) Retirement Plan's numbers.

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 820653875.

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.