401(k) · DOL Form 5500 · 2024

The Witmer Group, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
182
Participants Below avg headcount
74th
Percentile by assets National rank
$136,050
Avg per participant Near avg balance/head
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Official DOL plan name: The Witmer Group Retirement Plan · Sponsored by The Witmer Group, LLC · Pennsylvania · Construction

$25M in assets, 182 participants

The Witmer Group, LLC's The Witmer Group Retirement Plan reported $25M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,588 in Construction (9,039 peers)

Coverage in Pennsylvania

The Witmer Group Retirement Plan covers 182 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $25M.

#6,588
in Construction (9,039 peers)
+19.2%
assets growth YoY

The Witmer Group Retirement Plan's outsized position by total assets

The Witmer Group Retirement Plan vs every filed plan by assets

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

$24,761,174 Top 26% higher than 74% 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

The Witmer Group 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. The Witmer Group Retirement Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Witmer Group Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Witmer Group Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • The Witmer Group Retirement Plan reported participants fell from 191 in the plan year 2023 filing to 182 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 474148551 · The Witmer Group, LLC PY 2024 · 401(k)

The Witmer Group Retirement Plan · $25M · 182 · 74th

  • ASSETS $25M
  • PCT 182
  • EIN 74th
  • RANK 401(k)
  • PHOTO near Mikron Corp Monroe Retirement Plan and Trust
  • IND ind #6588

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 Construction retirement plans → · Plans in Pennsylvania →

The Witmer Group Retirement Plan in the asset neighbourhood

The Witmer Group Retirement PlanThe Witmer Group Retirement …$25MMikron Corp Monroe Retirement Plan and TrustMikron Corp Monroe Retiremen…$25MKorg USA Inc. 401(k) Retirement PlanKorg USA Inc. 401(k) Retirem…$25MLake/Flato Architects, Inc. 401(k) Profit Sharing Plan and TrustLake/Flato Architects, Inc. …$25MIowa Limestone Company Profit Sharing PlanIowa Limestone Company Profi…$25M
End-of-year total assets ($M) among The Witmer Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN474148551
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Witmer Group, LLC)

Sponsor-wide plan assets over time

All The Witmer Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 38.094994031690184% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.9M $24.8M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 212 $18M
2023 1 191 $21M
2024 1 182 $25M

Nearby 401(k) Plans in Pennsylvania

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

The Witmer Group Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Witmer Group Retirement Plan, Total assets ($B): 0.024761174 · Participants: 182The Witmer Group 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
The Witmer Group Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Outside Pennsylvania, the nearest 401(k) by assets is Mikron Corp Monroe Retirement Plan and Trust in CO ($25M); by covered participants it is Fortis Lux Advantage 401(k) in FL (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 The Witmer Group Retirement Plan assets move in 2024?
The Witmer Group Retirement Plan grew sharply - up 19.2% during 2024, from $21M to $25M. Reported net income was $4M.
How have The Witmer Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Witmer Group, LLC's sponsor-wide assets grew 38.1%, from $18M to $25M.
Which 401(k) plans are similar in size to The Witmer Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Mikron Corp Monroe Retirement Plan and Trust in CO ($25M, 297 participants).
Which 401(k) plans cover a similar participant headcount to The Witmer Group Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Fortis Lux Advantage 401(k) in FL (182 participants, $2M in assets).