401(k) · DOL Form 5500 · 2023

Waverly Senior Services 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
286
Participants Below avg headcount
54th
Percentile by assets National rank
$28,339
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tax Deferred Annuity Plan of Waverly Senior Services · Sponsored by Waverly Senior Services · Pennsylvania · Healthcare & Social Assistance

$8M in assets, 286 participants

Waverly Senior Services's Tax Deferred Annuity Plan of Waverly Senior Services reported $8M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,547 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Tax Deferred Annuity Plan of Waverly Senior Services covers 286 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#10,547
in Healthcare & Social Assistance (17,684 peers)
+20.2%
assets growth YoY

Tax Deferred Annuity Plan of Waverly Senior Services's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tax Deferred Annuity Plan of Waverly Senior Services vs every filed plan by assets

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

$8,104,881 Top 46% higher than 54% 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

Tax Deferred Annuity Plan of Waverly Senior Services 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. Tax Deferred Annuity Plan of Waverly Senior Services sits mid-pack in the medium band (286 participants).

DOL schedule card

Filing strip 922896025 · Waverly Senior Services PY 2023 · 401(k)

Tax Deferred Annuity Plan of Waverly Senior Services · $8M · 286 · 54th

  • RANK $8M
  • RANK 286
  • RANK 54th
  • RANK 401(k)
  • RANK near Hotels Unlimited, Inc. & Affiliates 401(k) Plan
  • RANK ind #10547

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 →

Tax Deferred Annuity Plan of Waverly Senior Services in the asset neighbourhood

Hotels Unlimited, Inc. & Affiliates 401(k) PlanHotels Unlimited, Inc. & Aff…$8MKarius, Inc. 401(k) Plan$8MTax Deferred Annuity Plan of Waverly Senior ServicesTax Deferred Annuity Plan of…$8MModular Assembly Innovations, LLC 401(k) PlanModular Assembly Innovations…$8MAerovias De Mexico, S.a. De C.V. 401(k) Retirement PlanAerovias De Mexico, S.a. De …$8M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Waverly Senior Services and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN922896025
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waverly Senior Services)

Sponsor-wide plan assets over time

All Waverly Senior Services plans reported in each filing year

Latest sponsor-wide plan assets
$24M 10.310831815352534% vs 2023
2024 filing year
$21M$22M$23M$24M$25M 20232024 $22M $24.3M ▲ +10.3%
Year Plans Participants Total Assets
2023 2 601 $22M
2024 2 739 $24M

Nearby 401(k) Plans in Pennsylvania

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

Tax Deferred Annuity Plan of Waverly Senior Services vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Tax Deferred Annuity Plan of Waverly Senior Services, Total assets ($B): 0.008104881 · Participants: 286Tax Deferred Annuity Plan of Waverly Senior ServicesComcast 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
Tax Deferred Annuity Plan of Waverly Senior Services vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Tax Deferred Annuity Plan of Waverly Senior Services side-by-side with 3 peers →

Tax Deferred Annuity Plan of Waverly Senior Services's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hotels Unlimited, Inc. & Affiliates 401(k) Plan in NJ ($8M); by covered participants it is Northwest Community Credit Union Capital Accumulation Plan in OR (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Tax Deferred Annuity Plan of Waverly Senior Services assets move in 2023? ▼
Tax Deferred Annuity Plan of Waverly Senior Services grew sharply - up 20.2% during 2023, from $7M to $8M. Reported net income was $1M.
How have Waverly Senior Services plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Waverly Senior Services's sponsor-wide assets grew 10.3%, from $22M to $24M.
Which 401(k) plans are similar in size to Tax Deferred Annuity Plan of Waverly Senior Services? ▼
Among 401(k) plans in other states, the closest by assets is Hotels Unlimited, Inc. & Affiliates 401(k) Plan in NJ ($8M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Tax Deferred Annuity Plan of Waverly Senior Services? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwest Community Credit Union Capital Accumulation Plan in OR (286 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 922896025.

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.