401(k) · DOL Form 5500 · 2024

West Penn Energy Services, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
99
Participants Small participant base
38th
Percentile by assets National rank
$38,715
Avg per participant Low balance/head
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Official DOL plan name: West Penn Energy Services, LLC 401(k) Profit Sharing Plan · Sponsored by West Penn Energy Services, LLC · Pennsylvania · Retail Trade

$4M in assets, 99 participants

West Penn Energy Services, LLC's West Penn Energy Services, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,925 in Retail Trade (8,048 peers)

West Penn Energy Services, LLC multi-year trail

West Penn Energy Services, LLC's plans moved +14.9% in assets from 2022 to 2024; this filing shows West Penn Energy Services, LLC 401(k) Profit Sharing Plan at $4M / 99 participants.

#3,925
in Retail Trade (8,048 peers)
-3.4%
assets change YoY

The plan reported a net loss of $135K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Penn Energy Services, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

West Penn Energy Services, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,832,745 38th percentile higher than 38% 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 Penn Energy Services, LLC 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 Penn Energy Services, LLC 401(k) Profit Sharing Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • West Penn Energy Services, LLC 401(k) Profit Sharing Plan reported net income fell from $632K in the plan year 2023 filing to -$135K in the plan year 2024 filing.
  • West Penn Energy Services, LLC 401(k) Profit Sharing Plan reported participants rose from 72 in the plan year 2023 filing to 99 in the plan year 2024 filing.
  • West Penn Energy Services, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261240729 · West Penn Energy Services, LLC PY 2024 · 401(k)

West Penn Energy Services, LLC 401(k) Profit Sharing Plan · $4M · 99 · 38th

  • NET $4M
  • NET 99
  • NET 38th
  • NET 401(k)
  • NET near Schutte Lumber Company 401(k) Retirement Plan and Trust
  • NET ind #3925

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 Retail Trade retirement plans → · Plans in Pennsylvania →

West Penn Energy Services, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

West Penn Energy Services, LLC 401(k) Profit Sharing PlanWest Penn Energy Services, L…$4MSchutte Lumber Company 401(k) Retirement Plan and TrustSchutte Lumber Company 401(k…$4MFrank H. Lehr Associates 401(k) PlanFrank H. Lehr Associates 401…$4MBluestone Real Estate Services 401(k) PlanBluestone Real Estate Servic…$4MInnovative Consultants, Incorporated 401(k) PlanInnovative Consultants, Inco…$4M
End-of-year total assets ($M) among West Penn Energy Services, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

West Penn Energy Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All West Penn Energy Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.912793286223849% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.34M $3.83M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 74 $3M
2023 1 72 $4M
2024 1 99 $4M

West Penn Energy Services, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$135K
Employer EIN261240729
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

West Penn Energy Services, LLC 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 ($B) Participants West Penn Energy Services, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.003832745 · Participants: 99West Penn Energy Services, LLC 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 Penn Energy Services, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare West Penn Energy Services, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

West Penn Energy Services, LLC 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 Schutte Lumber Company 401(k) Retirement Plan and Trust in MO ($4M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Penn Energy Services, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
West Penn Energy Services, LLC 401(k) Profit Sharing Plan edged down modestly - down 3.4% during 2024, from $4M to $4M. Reported net income was -$135K.
How have West Penn Energy Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Penn Energy Services, LLC's sponsor-wide assets grew 14.9%, from $3M to $4M.
Which 401(k) plans are similar in size to West Penn Energy Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schutte Lumber Company 401(k) Retirement Plan and Trust in MO ($4M, 38 participants).
Which 401(k) plans cover a similar participant headcount to West Penn Energy Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants, N/A 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 261240729.

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.