Other · DOL Form 5500 · 2024
Waverly Senior Services Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 411
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $37,318
- Avg per participant Low balance/head
Official DOL plan name: 401(k) Profit-Sharing Plan for Employees of Waverly Senior Services · Sponsored by Waverly Senior Services · Pennsylvania · Healthcare & Social Assistance
$15M in assets, 411 participants
Waverly Senior Services's 401(k) Profit-Sharing Plan for Employees of Waverly Senior Services reported $15M in total assets and 411 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,822 in Healthcare & Social Assistance (16,916 peers)
Waverly Senior Services multi-year trail
Waverly Senior Services's plans moved +10.3% in assets from 2023 to 2024; this filing shows 401(k) Profit-Sharing Plan for Employees of Waverly Senior Services at $15M / 411 participants.
- #11,822
- in Healthcare & Social Assistance (16,916 peers)
- +10.1%
- assets growth YoY
401(k) Profit-Sharing Plan for Employees of Waverly Senior Services's mid-pack asset rank among Healthcare & Social Assistance and all filers
401(k) Profit-Sharing Plan for Employees of Waverly Senior Services vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,337,494 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
401(k) Profit-Sharing Plan for Employees 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. 401(k) Profit-Sharing Plan for Employees of Waverly Senior Services sits mid-pack in the medium band (411 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 401(k) Profit-Sharing Plan for Employees of Waverly Senior Services reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 401(k) Profit-Sharing Plan for Employees of Waverly Senior Services reported participants rose from 315 in the plan year 2023 filing to 411 in the plan year 2024 filing.
- 401(k) Profit-Sharing Plan for Employees of Waverly Senior Services end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 922896025 · Waverly Senior Services PY 2024 · Other
401(k) Profit-Sharing Plan for Employees of Waverly Senior Services · $15M · 411 · 65th
- ASSETS $15M
- ASSETS 411
- ASSETS 65th
- ASSETS Other
- ASSETS near 403(b) Thriftplan of Northside Center for Child Development, Inc.
- ASSETS ind #11822
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 →
401(k) Profit-Sharing Plan for Employees of Waverly Senior Services in the asset neighbourhood
Waverly Senior Services multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 2 | 601 | $22M |
| 2024 | 2 | 739 | $24M |
Waverly Senior Services filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 922896025 |
| Plan Effective Date | 1988-12-22 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
401(k) Profit-Sharing Plan for Employees of Waverly Senior Services's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 403(b) Thriftplan of Northside Center for Child Development, Inc. in NY ($15M); by covered participants it is Greenwich Country Day School Defined Contribution Plan in CT (411 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (411 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.