401(k) · DOL Form 5500 · 2024

Worth & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
524
Participants Below avg headcount
89th
Percentile by assets National rank
$154,352
Avg per participant Above avg balance/head
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Official DOL plan name: Worth & Company, Inc. Retirement Plan · Sponsored by Worth & Company, Inc. · Pennsylvania · Construction

$81M in assets, 524 participants

Worth & Company, Inc.'s Worth & Company, Inc. Retirement Plan reported $81M in total assets and 524 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,866 in Construction (9,039 peers)

Where Worth & Company, Inc. Retirement Plan sits by assets

Worth & Company, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $81M for 524 participants (~$154,352/participant), up 13.5% in 2024.

#7,866
in Construction (9,039 peers)
+13.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Worth & Company, Inc. Retirement Plan's outsized position by total assets

Worth & Company, Inc. Retirement Plan vs every filed plan by assets

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

$80,880,276 Top 11% higher than 89% 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

Worth & Company, Inc. 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. Worth & Company, Inc. Retirement Plan sits mid-pack in the medium band (524 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Worth & Company, Inc. Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Worth & Company, Inc. Retirement Plan end-of-year assets rose from $71M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • Worth & Company, Inc. Retirement Plan reported participants fell from 562 in the plan year 2023 filing to 524 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232251312 · Worth & Company, Inc. PY 2024 · 401(k)

Worth & Company, Inc. Retirement Plan · $81M · 524 · 89th

  • EIN $81M
  • RANK 524
  • PHOTO 89th
  • IND 401(k)
  • EOY near Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust
  • 5500 ind #7866

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 →

Worth & Company, Inc. Retirement Plan in the asset neighbourhood

Avail Infrastructure Solutions Retirement Savings PlanAvail Infrastructure Solutio…$81MHr & P Solutions, Inc. 401(k) Salary Reduction PlanHr & P Solutions, Inc. 401(k…$81MWorth & Company, Inc. Retirement PlanWorth & Company, Inc. Retire…$81MJacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & TrustJacksonville Orthopaedic Ins…$81MFluence Savings Plan$81M
End-of-year total assets ($M) among Worth & Company, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$81M
Net Income$10M
Employer EIN232251312
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worth & Company, Inc.)

Sponsor-wide plan assets over time

All Worth & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 47.71775178249203% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $59.1M $87.2M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 551 $59M
2023 1 562 $71M
2024 2 1,116 $87M

Nearby 401(k) Plans in Pennsylvania

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

Worth & Company, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Worth & Company, Inc. Retirement Plan, Total assets ($B): 0.080880276 · Participants: 524Worth & Company, Inc. 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
Worth & Company, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Worth & Company, Inc. Retirement Plan side-by-side with 3 peers →

Worth & Company, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust in FL ($81M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (524 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (524 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 Worth & Company, Inc. Retirement Plan assets move in 2024? ▼
Worth & Company, Inc. Retirement Plan grew at a solid clip - up 13.5% during 2024, from $71M to $81M. Reported net income was $10M.
How have Worth & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worth & Company, Inc.'s sponsor-wide assets grew 47.7%, from $59M to $87M.
Where does Worth & Company, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Worth & Company, Inc. Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Worth & Company, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust in FL ($81M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Worth & Company, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (524 participants, $5M 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 232251312.

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.