401(k) · DOL Form 5500 · 2024

West Shore Family Practice, PC 401(k) Plan

Data updated 2026-08-25

$616K
Total assets Small plan by assets
11
Participants Small participant base
19th
Percentile by assets National rank
$56,023
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan · Sponsored by West Shore Family Practice, PC · Pennsylvania · Healthcare & Social Assistance

$616K in assets, 11 participants

West Shore Family Practice, PC's West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan reported $616K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,497 in Healthcare & Social Assistance (16,916 peers)

West Shore Family Practice, PC multi-year trail

West Shore Family Practice, PC's plans moved -34.5% in assets from 2022 to 2024; this filing shows West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan at $616K / 11 participants.

#2,497
in Healthcare & Social Assistance (16,916 peers)
+42.7%
assets growth YoY

West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan among the smaller filed plans by assets

West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan vs every filed plan by assets

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

$616,256 19th percentile higher than 19% 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

West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing 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. West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan reported net income rose from -$509K in the plan year 2023 filing to $184K in the plan year 2024 filing.
  • West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan end-of-year assets rose from $432K in the plan year 2023 filing to $616K in the plan year 2024 filing.
  • West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan reported participants fell from 12 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251876400 · West Shore Family Practice, PC PY 2024 · 401(k)

West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan · $616K · 11 · 19th

  • EIN $616K
  • RANK 11
  • PHOTO 19th
  • IND 401(k)
  • EOY near Brianpaul Enterprises, Inc. 401(k) Plan
  • 5500 ind #2497

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 →

West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan in the asset neighbourhood

West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing PlanWest Shore Family Practice, …$616KBrianpaul Enterprises, Inc. 401(k) PlanBrianpaul Enterprises, Inc. …$616KUp-Lifting Expectations Retirement PlanUp-Lifting Expectations Reti…$616KMomentum Behavior Services 401(k) PlanMomentum Behavior Services 4…$616KSalvatore Bonetti 401(k) Profit Sharing Plan & TrustSalvatore Bonetti 401(k) Pro…$616K
End-of-year total assets ($M) among West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

West Shore Family Practice, PC multi-year asset trail

Sponsor-wide plan assets over time

All West Shore Family Practice, PC plans reported in each filing year

Latest sponsor-wide plan assets
$616K 34.51650539908149% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.94M $0.62M ▼ -34.0%
Year Plans Participants Total Assets
2022 1 15 $941K
2023 1 12 $432K
2024 1 11 $616K

West Shore Family Practice, PC filing trail (2024)

Total Assets (Beginning of Year)$432K
Net Assets (End of Year)$616K
Net Income$184K
Employer EIN251876400
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan, Total assets ($B): 0.000616256 · Participants: 11West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing 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
West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Brianpaul Enterprises, Inc. 401(k) Plan in ME ($616K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan assets move in 2024?
West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan surged - up 42.7% during 2024, from $432K to $616K. Reported net income was $184K.
How have West Shore Family Practice, PC plan assets changed over time?
Across 3 plan years on file (2022-2024), West Shore Family Practice, PC's sponsor-wide assets declined 34.5%, from $941K to $616K.
Where does West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan rank by assets among Form 5500 filers?
West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Brianpaul Enterprises, Inc. 401(k) Plan in ME ($616K, 26 participants).
Which 401(k) plans cover a similar participant headcount to West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M in assets).