Worth & Company, Inc. 401(k) Plan: Login, Facts & Contact Information

Worth & Company, Inc. 401(k) Plan Facts

Plan name
WORTH & COMPANY, INC. RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WORTH & COMPANY, INC.
Participants
741 (530 active employees)
Former employees with a balance
258
Plan assets
$80,880,276 at Dec 31, 2024
Average account balance
$106,003 across 763 accounts
Employer contributions
$1,251,773 in plan year 2024 (27% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1987
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.59 million went into the plan in contributions, $1.25 million of it from the employer (27%).
  • $4.01 million was paid out to participants.
  • Investment and other income added $9.30 million.
  • Administrative expenses were $267,518, about $351 per account.

How the Worth & Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019713$51.6 million$1.19 million$4.41 million
2020644$57.5 million$1.10 million$3.99 million
2021641$67.4 million$2.02 million$3.28 million
2022713$59.1 million$1.18 million$2.75 million
2023750$71.3 million$1.34 million$1.97 million
2024741$80.9 million$1.25 million$4.01 million

Worth & Company, Inc. 401(k) Contact Information

Phone
267-362-1123
Mailing address
6263 KELLERS CHURCH ROAD, PIPERSVILLE PA 18947
Plan sponsor
WORTH & COMPANY, INC.
Employer identification number (EIN)
23-2251312
Plan number
002

Questions about the Worth & Company, Inc. 401(k)

Does Worth & Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.25 million, 27% of all contributions.

Does the Worth & Company, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Worth & Company, Inc 401(k) plan?

741 participants at the start of plan year 2024, 530 of them active employees, and 258 former employees who still had money in the plan.

What is the average 401(k) balance at Worth & Company, Inc?

About $106,003 per account: $80.9 million in plan assets across 763 accounts with a balance at the end of plan year 2024.

Who manages the Worth & Company, Inc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Worth & Company, Inc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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