401(k) · DOL Form 5500 · 2024

Mount Trexler Manor, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
205
Participants Below avg headcount
44th
Percentile by assets National rank
$27,484
Avg per participant Low balance/head
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Official DOL plan name: New Vitae Wellness and Recovery 401(k) Retirement Plan · Sponsored by Mount Trexler Manor, Inc. · Pennsylvania · Healthcare & Social Assistance

$6M in assets, 205 participants

Mount Trexler Manor, Inc.'s New Vitae Wellness and Recovery 401(k) Retirement Plan reported $6M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,051 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

New Vitae Wellness and Recovery 401(k) Retirement Plan covers 205 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#8,051
in Healthcare & Social Assistance (16,916 peers)
+15.1%
assets growth YoY

New Vitae Wellness and Recovery 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

New Vitae Wellness and Recovery 401(k) Retirement Plan vs every filed plan by assets

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

$5,634,132 44th percentile higher than 44% 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

New Vitae Wellness and Recovery 401(k) 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. New Vitae Wellness and Recovery 401(k) Retirement Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Vitae Wellness and Recovery 401(k) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $740K in the plan year 2024 filing.
  • New Vitae Wellness and Recovery 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • New Vitae Wellness and Recovery 401(k) Retirement Plan reported participants rose from 202 in the plan year 2023 filing to 205 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 232627394 · Mount Trexler Manor, Inc. PY 2024 · 401(k)

New Vitae Wellness and Recovery 401(k) Retirement Plan · $6M · 205 · 44th

  • VS-ST $6M
  • BOY 205
  • SCH 44th
  • EBSA 401(k)
  • PART near Dick's Fireside, Inc. Employees' Profit Sharing Plan
  • TYPE ind #8051

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 →

New Vitae Wellness and Recovery 401(k) Retirement Plan in the asset neighbourhood

New Vitae Wellness and Recovery 401(k) Retirement PlanNew Vitae Wellness and Recov…$6MDick's Fireside, Inc. Employees' Profit Sharing PlanDick's Fireside, Inc. Employ…$6MEvolution's Retirement Savings PlanEvolution's Retirement Savin…$6MThunder Basin Orthopaedics and Sports Medicine, P.C. Retirement PlanThunder Basin Orthopaedics a…$6MThe C. D. Hartnett Company Employees Profit Sharing PlanThe C. D. Hartnett Company E…$6M
End-of-year total assets ($M) among New Vitae Wellness and Recovery 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$740K
Employer EIN232627394
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mount Trexler Manor, Inc.)

Sponsor-wide plan assets over time

All Mount Trexler Manor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 50.77682769133276% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.74M $5.63M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 213 $4M
2023 1 202 $5M
2024 1 205 $6M

Nearby 401(k) Plans in Pennsylvania

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

New Vitae Wellness and Recovery 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants New Vitae Wellness and Recovery 401(k) Retirement Plan, Total assets ($B): 0.005634132 · Participants: 205New Vitae Wellness and Recovery 401(k) 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
New Vitae Wellness and Recovery 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare New Vitae Wellness and Recovery 401(k) Retirement Plan side-by-side with 3 peers →

New Vitae Wellness and Recovery 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Dick's Fireside, Inc. Employees' Profit Sharing Plan in WI ($6M); by covered participants it is T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust in GA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 New Vitae Wellness and Recovery 401(k) Retirement Plan assets move in 2024? ▼
New Vitae Wellness and Recovery 401(k) Retirement Plan grew sharply - up 15.1% during 2024, from $5M to $6M. Reported net income was $740K.
How have Mount Trexler Manor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Trexler Manor, Inc.'s sponsor-wide assets grew 50.8%, from $4M to $6M.
Which 401(k) plans are similar in size to New Vitae Wellness and Recovery 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dick's Fireside, Inc. Employees' Profit Sharing Plan in WI ($6M, 71 participants).
Which 401(k) plans cover a similar participant headcount to New Vitae Wellness and Recovery 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust in GA (205 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 232627394.

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.