401(k) · DOL Form 5500 · 2024

Wesley Family Services 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
614
Participants Below avg headcount
77th
Percentile by assets National rank
$48,414
Avg per participant Low balance/head
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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.

  • #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.

#13,623
in Healthcare & Social Assistance (16,916 peers)
+16.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wesley Family Services 401(k) Retirement Plan's outsized position by total assets

Wesley Family Services 401(k) Retirement Plan vs every filed plan by assets

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

$29,726,080 Top 23% higher than 77% 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

Wesley Family Services 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. Wesley Family Services 401(k) Retirement Plan sits mid-pack in the medium band (614 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 820653875 · Wesley Family Services PY 2024 · 401(k)

Wesley Family Services 401(k) Retirement Plan · $30M · 614 · 77th

  • RANK $30M
  • RANK 614
  • RANK 77th
  • RANK 401(k)
  • RANK near Firstbank Southwest 401(k) & Profit Sharing Plan
  • RANK ind #13623

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 →

Wesley Family Services 401(k) Retirement Plan in the asset neighbourhood

Wesley Family Services 401(k) Retirement PlanWesley Family Services 401(k…$30MFirstbank Southwest 401(k) & Profit Sharing PlanFirstbank Southwest 401(k) &…$30MMccabe Heidrich & Wong, P.C. 401(k) Profit Sharing PlanMccabe Heidrich & Wong, P.C.…$30MGreat Star Tools USA, Inc. 401(k) PlanGreat Star Tools USA, Inc. 4…$30MZazzle Inc. 401(k) Plan$30M
End-of-year total assets ($M) among Wesley Family Services 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN820653875
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Family Services)

Sponsor-wide plan assets over time

All Wesley Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$30M 38.449108678624974% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.5M $29.7M ▲ +38.5%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Wesley Family Services 401(k) Retirement Plan, Total assets ($B): 0.02972608 · Participants: 614Wesley Family Services 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
Wesley Family Services 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wesley Family Services 401(k) Retirement Plan side-by-side with 3 peers →

Wesley Family Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Firstbank Southwest 401(k) & Profit Sharing Plan in TX ($30M); by covered participants it is Financial Institutions, Inc. 401(k) Plan in NY (614 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (614 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 Wesley Family Services 401(k) Retirement Plan assets move in 2024? ▼
Wesley Family Services 401(k) Retirement Plan grew sharply - up 16.5% during 2024, from $26M to $30M. Reported net income was $4M.
How have Wesley Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesley Family Services's sponsor-wide assets grew 38.4%, from $21M to $30M.
Where does Wesley Family Services 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Wesley Family Services 401(k) Retirement Plan ranks in the 77th 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 Wesley Family Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Firstbank Southwest 401(k) & Profit Sharing Plan in TX ($30M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Wesley Family Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Financial Institutions, Inc. 401(k) Plan in NY (614 participants, $71M 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 820653875.

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.