Plan Ledger DOL Form 5500 · updated monthly

Worth & Company, Inc.401(k)

WORTH & COMPANY, INC. RETIREMENT PLAN · PIPERSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.35%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Worth & Company, Inc. reported $267,518 in plan administrative expenses for 2024: 0.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,362 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.35%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 554th-largest of 3,651 plans among Pennsylvania employers on file, and the 736th of 5,337 in construction. In 2024, employees put in $2.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$80,880,276
Participants with balances763
Active participants530
Employer contributions$1,251,773
Employee contributions$3,159,313
Employer contribution per active participant$2,362
Average account balance$106,003
Benefits paid to participants$4,006,914
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$80.9M · 763 accts · $1.3M emplr
2023$71.3M · 710 accts · $1.3M emplr
2022$59.1M · 723 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,973
Investment management$187,151
Audit (IQPA)$11,394
Total administrative$267,518
The Worth & Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,362
Median for plans this size$3,635
2024$2,362 per active participant
2023$2,566 per active participant
2022$2,101 per active participant

Worth & Company, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$68,972
EQUITABLE ADVISORS. · Investment advisory (plan)$187,151
KREISCHER MILLER · Accounting / audit$11,394

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$267,518 · 0.35%
2023$218,869 · 0.34%
2022$212,842 · 0.34%
All plans at this employer2
WORTH & COMPANY, INC. RETIREMENT PLAN401(k)
WORTH & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Wagman Inc. PA$93.5M · 0.07%
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Iron Workers Local 404 PA$75.3M · 0.32%
The Tri-M Group, LLC PA$72.8M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232251312 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.