401(k) · DOL Form 5500 · 2024

Witherel & Associates 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$442,177
Avg per participant High balance/head
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Official DOL plan name: Witherel & Associates 401(k) Profit Sharing Plan · Sponsored by Witherel & Associates · Pennsylvania · Professional & Technical Services

$2M in assets, 4 participants

Witherel & Associates's Witherel & Associates 401(k) Profit Sharing Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,786 in Professional & Technical Services (20,173 peers)

Witherel & Associates multi-year trail

Witherel & Associates's plans moved +30.7% in assets from 2022 to 2024; this filing shows Witherel & Associates 401(k) Profit Sharing Plan at $2M / 4 participants.

#4,786
in Professional & Technical Services (20,173 peers)
+14.2%
assets growth YoY

Witherel & Associates 401(k) Profit Sharing Plan among the smaller filed plans by assets

Witherel & Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,768,709 28th percentile higher than 28% 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

Witherel & Associates 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Witherel & Associates 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Witherel & Associates 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Witherel & Associates 401(k) Profit Sharing Plan reported net income rose from $196K in the plan year 2023 filing to $219K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680675056 · Witherel & Associates PY 2024 · 401(k)

Witherel & Associates 401(k) Profit Sharing Plan · $2M · 4 · 28th

  • BOY $2M
  • BOY 4
  • BOY 28th
  • BOY 401(k)
  • BOY near Caerus Corp 401(k) Plan
  • BOY ind #4786

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Witherel & Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Witherel & Associates 401(k) Profit Sharing PlanWitherel & Associates 401(k)…$2MCaerus Corp 401(k) Plan$2MNels Holdings 401(k) Plan$2MTalon Investments, Inc. Retirement PlanTalon Investments, Inc. Reti…$2MKrimson, LLC 401(k) Plan$2M
End-of-year total assets ($M) among Witherel & Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Witherel & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Witherel & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 30.67900723766066% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.35M $1.77M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M
2024 1 4 $2M

Witherel & Associates filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$219K
Employer EIN680675056
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Witherel & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Witherel & Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.001768709 · Participants: 4Witherel & Associates 401(k) Profit Sharing 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
Witherel & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Witherel & Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Witherel & Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Caerus Corp 401(k) Plan in MN ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Witherel & Associates 401(k) Profit Sharing Plan assets move in 2024? ▼
Witherel & Associates 401(k) Profit Sharing Plan grew at a solid clip - up 14.2% during 2024, from $2M to $2M. Reported net income was $219K.
How have Witherel & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Witherel & Associates's sponsor-wide assets grew 30.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Witherel & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caerus Corp 401(k) Plan in MN ($2M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Witherel & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 680675056.

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.