401(k) · DOL Form 5500 · 2024

River Wealth Advisors LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
31st
Percentile by assets National rank
$160,800
Avg per participant Above avg balance/head
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Official DOL plan name: River Wealth Advisors LLC Retirement Plan · Sponsored by River Wealth Advisors LLC · Pennsylvania · Finance & Insurance

$2M in assets, 15 participants

River Wealth Advisors LLC's River Wealth Advisors LLC Retirement Plan reported $2M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,726 in Finance & Insurance (8,549 peers)

River Wealth Advisors LLC multi-year trail

River Wealth Advisors LLC's plans moved +105.4% in assets from 2022 to 2024; this filing shows River Wealth Advisors LLC Retirement Plan at $2M / 15 participants.

#1,726
in Finance & Insurance (8,549 peers)
+40.1%
assets growth YoY

River Wealth Advisors LLC Retirement Plan among the smaller filed plans by assets

River Wealth Advisors LLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,412,004 31st percentile higher than 31% of 123,620 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 2024

River Wealth Advisors LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. River Wealth Advisors LLC Retirement Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • River Wealth Advisors LLC Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • River Wealth Advisors LLC Retirement Plan reported net income rose from $548K in the plan year 2023 filing to $690K in the plan year 2024 filing.
  • River Wealth Advisors LLC Retirement Plan reported participants rose from 14 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 472105957 · River Wealth Advisors LLC PY 2024 · 401(k)

River Wealth Advisors LLC Retirement Plan · $2M · 15 · 31st

  • EIN $2M
  • EIN 15
  • EIN 31st
  • EIN 401(k)
  • EIN near West Coast Self-Storage Retirement Plan
  • EIN ind #1726

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 →

River Wealth Advisors LLC Retirement Plan in the asset neighbourhood

River Wealth Advisors LLC Retirement PlanRiver Wealth Advisors LLC Re…$2MWest Coast Self-Storage Retirement PlanWest Coast Self-Storage Reti…$2MSteven M. Peck, D.M.D., Retirement Plan - 401(k) Profit Sharing PlanSteven M. Peck, D.M.D., Reti…$2MHorizon Management, Inc. 401(k) Profit Sharing PlanHorizon Management, Inc. 401…$2MOxford Clinic for Women Profit Sharing PlanOxford Clinic for Women Prof…$2M
End-of-year total assets ($M) among River Wealth Advisors LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

River Wealth Advisors LLC multi-year asset trail

Sponsor-wide plan assets over time

All River Wealth Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 105.35785590407114% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.17M $2.41M ▲ +106.0%
Year Plans Participants Total Assets
2022 1 13 $1M
2023 1 14 $2M
2024 1 15 $2M

River Wealth Advisors LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$690K
Employer EIN472105957
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

River Wealth Advisors LLC Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants River Wealth Advisors LLC Retirement Plan, Total assets ($B): 0.002412004 · Participants: 15River Wealth Advisors LLC Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
River Wealth Advisors LLC Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare River Wealth Advisors LLC Retirement Plan side-by-side with 3 peers →

River Wealth Advisors LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is West Coast Self-Storage Retirement Plan in WA ($2M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did River Wealth Advisors LLC Retirement Plan assets move in 2024? ▼
River Wealth Advisors LLC Retirement Plan surged - up 40.1% during 2024, from $2M to $2M. Reported net income was $690K.
How have River Wealth Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), River Wealth Advisors LLC's sponsor-wide assets grew 105.4%, from $1M to $2M.
Which 401(k) plans are similar in size to River Wealth Advisors LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Coast Self-Storage Retirement Plan in WA ($2M, 197 participants).
Which 401(k) plans cover a similar participant headcount to River Wealth Advisors LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472105957.

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.