401(k) · DOL Form 5500 · 2024

Andesa Services, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
146
Participants Small participant base
79th
Percentile by assets National rank
$238,445
Avg per participant Above avg balance/head
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Official DOL plan name: Andesa Services Savings Incentive Plan · Sponsored by Andesa Services, Inc. · Pennsylvania · Finance & Insurance

$35M in assets, 146 participants

Andesa Services, Inc.'s Andesa Services Savings Incentive Plan reported $35M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,814 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Andesa Services Savings Incentive Plan covers 146 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $35M.

#5,814
in Finance & Insurance (8,549 peers)
+2.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Andesa Services Savings Incentive Plan's outsized position by total assets

Andesa Services Savings Incentive Plan vs every filed plan by assets

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

$34,812,939 Top 21% higher than 79% 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

Andesa Services Savings Incentive 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. Andesa Services Savings Incentive Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Andesa Services Savings Incentive Plan reported net income fell from $3M in the plan year 2023 filing to $866K in the plan year 2024 filing.
  • Andesa Services Savings Incentive Plan end-of-year assets rose from $34M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Andesa Services Savings Incentive Plan reported participants fell from 149 in the plan year 2023 filing to 146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232545253 · Andesa Services, Inc. PY 2024 · 401(k)

Andesa Services Savings Incentive Plan · $35M · 146 · 79th

  • BOOK $35M
  • VS-ST 146
  • BOY 79th
  • SCH 401(k)
  • EBSA near Peoples Bank Employees Savings & Profit Sharing Plan and Trust
  • PART ind #5814

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Andesa Services Savings Incentive Plan in the asset neighbourhood

Maxon Industries 401(k) Plan$35MAndesa Services Savings Incentive PlanAndesa Services Savings Ince…$35MPeoples Bank Employees Savings & Profit Sharing Plan and TrustPeoples Bank Employees Savin…$35MCreative Associates International, Inc. Incentive Savings ProgramCreative Associates Internat…$35MSalem Holding Company 401(k) Profit Sharing PlanSalem Holding Company 401(k)…$35M
End-of-year total assets ($M) among Andesa Services Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$35M
Net Income$866K
Employer EIN232545253
Plan Effective Date2005-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Andesa Services, Inc.)

Sponsor-wide plan assets over time

All Andesa Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 6.505364441520567% vs 2022
2024 filing year
$39M$40M$41M$42M$43M 202220232024 $39.4M $42M ▲ +6.5%
Year Plans Participants Total Assets
2022 2 348 $39M
2023 2 316 $42M
2024 2 291 $42M

Nearby 401(k) Plans in Pennsylvania

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

Andesa Services Savings Incentive Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Andesa Services Savings Incentive Plan, Total assets ($B): 0.034812939 · Participants: 146Andesa Services Savings Incentive 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
Andesa Services Savings Incentive Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Andesa Services Savings Incentive Plan side-by-side with 3 peers →

Andesa Services Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Peoples Bank Employees Savings & Profit Sharing Plan and Trust in IN ($35M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Andesa Services Savings Incentive Plan assets move in 2024? ▼
Andesa Services Savings Incentive Plan edged up modestly - up 2.5% during 2024, from $34M to $35M. Reported net income was $866K.
How have Andesa Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andesa Services, Inc.'s sponsor-wide assets grew 6.5%, from $39M to $42M.
Where does Andesa Services Savings Incentive Plan rank by assets among Form 5500 filers? ▼
Andesa Services Savings Incentive Plan ranks in the 79th 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 Andesa Services Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peoples Bank Employees Savings & Profit Sharing Plan and Trust in IN ($35M, 290 participants).
Which 401(k) plans cover a similar participant headcount to Andesa Services Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants, $3M 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 232545253.

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.