Other · DOL Form 5500 · 2024

Waverly Senior Services Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
328
Participants Below avg headcount
53rd
Percentile by assets National rank
$27,338
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Waverly Senior Services · Sponsored by Waverly Senior Services · Pennsylvania · Healthcare & Social Assistance

$9M in assets, 328 participants

Waverly Senior Services's Tax Deferred Annuity Plan of Waverly Senior Services reported $9M in total assets and 328 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,917 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Tax Deferred Annuity Plan of Waverly Senior Services covers 328 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#9,917
in Healthcare & Social Assistance (16,916 peers)
+10.6%
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 2024 · DOL Form 5500

$8,966,804 Top 47% higher than 53% 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

Tax Deferred Annuity Plan of Waverly Senior Services 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. Tax Deferred Annuity Plan of Waverly Senior Services sits mid-pack in the medium band (328 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax Deferred Annuity Plan of Waverly Senior Services reported net income fell from $1M in the plan year 2023 filing to $862K in the plan year 2024 filing.
  • Tax Deferred Annuity Plan of Waverly Senior Services reported participants rose from 286 in the plan year 2023 filing to 328 in the plan year 2024 filing.
  • Tax Deferred Annuity Plan of Waverly Senior Services end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 922896025 · Waverly Senior Services PY 2024 · Other

Tax Deferred Annuity Plan of Waverly Senior Services · $9M · 328 · 53rd

  • NET $9M
  • NET 328
  • NET 53rd
  • NET Other
  • NET near Tyler Family Circle of Care 403(b) Plan
  • NET ind #9917

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

United Way of Greater Cincinnati 403(b) PlanUnited Way of Greater Cincin…$9MThe Felton Institute 403b PlanThe Felton Institute 403b Pl…$9MTax Deferred Annuity Plan of Waverly Senior ServicesTax Deferred Annuity Plan of…$9MTyler Family Circle of Care 403(b) PlanTyler Family Circle of Care …$9MInstitute for the Redesign of Learning 403(b) Profit/Gain Sharing PlanInstitute for the Redesign o…$9M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Waverly Senior Services and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$862K
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 Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Tax Deferred Annuity Plan of Waverly Senior Services vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Tax Deferred Annuity Plan of Waverly Senior Services, Total assets ($B): 0.008966804 · Participants: 328Tax Deferred Annuity Plan of Waverly Senior ServicesThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Tax Deferred Annuity Plan of Waverly Senior Services vs. nearby Other 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 Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Tyler Family Circle of Care 403(b) Plan in TX ($9M); by covered participants it is Pace Academy, Inc. Tax Sheltered Annuity Plan in GA (328 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (328 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 Tax Deferred Annuity Plan of Waverly Senior Services assets move in 2024? ▼
Tax Deferred Annuity Plan of Waverly Senior Services grew at a solid clip - up 10.6% during 2024, from $8M to $9M. Reported net income was $862K.
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 Other plans are similar in size to Tax Deferred Annuity Plan of Waverly Senior Services? ▼
Among Other plans in other states, the closest by assets is Tyler Family Circle of Care 403(b) Plan in TX ($9M, 196 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Waverly Senior Services? ▼
Among Other plans in other states, the closest by covered participants is Pace Academy, Inc. Tax Sheltered Annuity Plan in GA (328 participants, $61M 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 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.