401(k) · DOL Form 5500 · 2024

J.W. Pepper & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
162
Participants Small participant base
73rd
Percentile by assets National rank
$143,891
Avg per participant Near avg balance/head
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Official DOL plan name: J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan · Sponsored by J.W. Pepper & Son, Inc. · Pennsylvania · Information & Media

$23M in assets, 162 participants

J.W. Pepper & Son, Inc.'s J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan reported $23M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #1,796 in Information & Media (2,822 peers)

Coverage in Pennsylvania

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan covers 162 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#1,796
in Information & Media (2,822 peers)
+2.9%
assets growth YoY

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan's outsized position by total assets

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan vs every filed plan by assets

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

$23,310,389 Top 27% higher than 73% 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

J.W. Pepper & Son, Inc. 401(k) Savings and Investment 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. J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan reported net income fell from $3M in the plan year 2023 filing to $668K in the plan year 2024 filing.
  • J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan reported participants rose from 155 in the plan year 2023 filing to 162 in the plan year 2024 filing.
  • J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan end-of-year assets rose from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 230963171 · J.W. Pepper & Son, Inc. PY 2024 · 401(k)

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan · $23M · 162 · 73rd

  • PHOTO $23M
  • PHOTO 162
  • PHOTO 73rd
  • PHOTO 401(k)
  • PHOTO near First State Bank Southwest Ksop Plan and Trust
  • PHOTO ind #1796

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 Information & Media retirement plans → · Plans in Pennsylvania →

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan in the asset neighbourhood

Ac Johnston 401(k) Plan$23MJ.W. Pepper & Son, Inc. 401(k) Savings and Investment PlanJ.W. Pepper & Son, Inc. 401(…$23MFirst State Bank Southwest Ksop Plan and TrustFirst State Bank Southwest K…$23MMp Materials Corp. 401(k) PlanMp Materials Corp. 401(k) Pl…$23MPeco Pallet Inc. 401(k) Plan$23M
End-of-year total assets ($M) among J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income$668K
Employer EIN230963171
Plan Effective Date1966-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.W. Pepper & Son, Inc.)

Sponsor-wide plan assets over time

All J.W. Pepper & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 32.13038869436212% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $17.6M $23.3M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 146 $18M
2023 2 316 $42M
2024 1 162 $23M

Nearby 401(k) Plans in Pennsylvania

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

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan, Total assets ($B): 0.023310389 · Participants: 162J.W. Pepper & Son, Inc. 401(k) Savings and Investment 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
J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan side-by-side with 3 peers →

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is First State Bank Southwest Ksop Plan and Trust in MN ($23M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (162 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 J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan assets move in 2024? ▼
J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan edged up modestly - up 2.9% during 2024, from $23M to $23M. Reported net income was $668K.
How have J.W. Pepper & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.W. Pepper & Son, Inc.'s sponsor-wide assets grew 32.1%, from $18M to $23M.
Which 401(k) plans are similar in size to J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is First State Bank Southwest Ksop Plan and Trust in MN ($23M, 42 participants).
Which 401(k) plans cover a similar participant headcount to J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 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 230963171.

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.