401(k) · DOL Form 5500 · 2024

Nappen & Associates 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
105
Participants Small participant base
60th
Percentile by assets National rank
$116,471
Avg per participant Below avg balance/head
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Official DOL plan name: Nappen 401(k) Retirement Plan · Sponsored by Nappen & Associates · Pennsylvania · Real Estate

$12M in assets, 105 participants

Nappen & Associates's Nappen 401(k) Retirement Plan reported $12M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,542 in Real Estate (4,605 peers)

Coverage in Pennsylvania

Nappen 401(k) Retirement Plan covers 105 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#3,542
in Real Estate (4,605 peers)
+12.1%
assets growth YoY

Nappen 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Nappen 401(k) Retirement Plan vs every filed plan by assets

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

$12,229,484 Top 40% higher than 60% 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

Nappen 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nappen 401(k) Retirement Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nappen 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Nappen 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Nappen 401(k) Retirement Plan reported participants fell from 112 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 236515849 · Nappen & Associates PY 2024 · 401(k)

Nappen 401(k) Retirement Plan · $12M · 105 · 60th

  • ASSETS $12M
  • PCT 105
  • EIN 60th
  • RANK 401(k)
  • PHOTO near Marshall Electronics, Inc. 401(k) Profit Sharing Plan
  • IND ind #3542

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 Real Estate retirement plans → · Plans in Pennsylvania →

Nappen 401(k) Retirement Plan in the asset neighbourhood

Nappen 401(k) Retirement Plan$12MMarshall Electronics, Inc. 401(k) Profit Sharing PlanMarshall Electronics, Inc. 4…$12MAccutech Data Supplies, Inc. 401(k) and Profit Sharing PlanAccutech Data Supplies, Inc.…$12MContinental Diamond Tool Corporation Retirement Readiness 401(k) PlanContinental Diamond Tool Cor…$12MPawling Corporation 401(k) Profit Sharing Plan & TrustPawling Corporation 401(k) P…$12M
End-of-year total assets ($M) among Nappen 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN236515849
Plan Effective Date1999-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nappen & Associates)

Sponsor-wide plan assets over time

All Nappen & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$12M 36.28058001144226% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.97M $12.2M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 110 $9M
2023 1 112 $11M
2024 1 105 $12M

Nearby 401(k) Plans in Pennsylvania

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

Nappen 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Nappen 401(k) Retirement Plan, Total assets ($B): 0.012229484 · Participants: 105Nappen 401(k) 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
Nappen 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Nappen 401(k) Retirement Plan side-by-side with 3 peers →

Nappen 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Marshall Electronics, Inc. 401(k) Profit Sharing Plan in CA ($12M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Nappen 401(k) Retirement Plan assets move in 2024? ▼
Nappen 401(k) Retirement Plan grew at a solid clip - up 12.1% during 2024, from $11M to $12M. Reported net income was $1M.
How have Nappen & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nappen & Associates's sponsor-wide assets grew 36.3%, from $9M to $12M.
Which 401(k) plans are similar in size to Nappen 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marshall Electronics, Inc. 401(k) Profit Sharing Plan in CA ($12M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Nappen 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 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 236515849.

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.