401(k) · DOL Form 5500 · 2024
Wesley Family Services 401(k) Plan
Data updated 2026-08-11
- $30M
- Total assets
- 614
- Participants
- 77th
- Percentile by assets
- $48,414
- Avg per participant
Official DOL plan name: Wesley Family Services 401(k) Retirement Plan · Sponsored by Wesley Family Services · Pennsylvania · Healthcare & Social Assistance
$30M in assets, 614 participants
Wesley Family Services's Wesley Family Services 401(k) Retirement Plan reported $30M in total assets and 614 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 123,622 plans)
- #13,623 in Healthcare & Social Assistance (16,916 peers)
Where Wesley Family Services 401(k) Retirement Plan sits by assets
Wesley Family Services 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 614 participants (~$48,414/participant), up 16.5% in 2024.
- $30M
- total plan assets (2024 EOY)
- 614
- covered participants
- 77th
- percentile by assets (of 123,622 plans)
- $48,414
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wesley Family Services 401(k) Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Wesley Family Services 401(k) Retirement Plan reported participants fell from 722 in the plan year 2023 filing to 614 in the plan year 2024 filing.
- Wesley Family Services 401(k) Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Wesley Family Services 401(k) Retirement Plan vs the 2024 asset distribution
By assets, Wesley Family Services 401(k) Retirement Plan outranks 77% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 820653875 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wesley Family Services)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 646 | $21M |
| 2023 | 1 | 722 | $26M |
| 2024 | 1 | 614 | $30M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wesley Family Services 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wesley Family Services 401(k) Retirement Plan by total assets, not by location.
- Firstbank Southwest 401(k) & Profit Sharing Plan (TX) $30M · 228
- Mccabe Heidrich & Wong, P.C. 401(k) Profit Sharing Plan (NJ) $30M · 20
- Great Star Tools USA, Inc. 401(k) Plan (NJ) $30M · 247
- Zazzle Inc. 401(k) Plan (CA) $30M · 298
Frequently Asked Questions
How did Wesley Family Services 401(k) Retirement Plan assets move in 2024? ▼
How have Wesley Family Services plan assets changed over time? ▼
Where does Wesley Family Services 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wesley Family Services 401(k) Retirement Plan? ▼
Next read for Wesley Family Services 401(k) Retirement…
Scale reading
Ways to act on Wesley Family Services 401(k) Retirement Plan's numbers.
- By total assets, Wesley Family Services 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Wesley Family Services's sponsor-wide assets have grown 38.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans