Worth 401(k) match, vesting and fees
What Worth's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Kreischer Miller (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 522 defined-contribution plans in construction with 500 to 999 participants.
| Worth: employer contribution per participant | $1,641 | |
| Peer median | $2,358 |
| Worth: average balance | $106,003 | |
| Peer median | $60,334 |
| Worth: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $71.3M at the end of plan year 2023 to $80.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 788 | $80.9M | $1.3M | $1,641 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 741 | $71.3M | $1.3M | $1,894 | 0.34% | Not published | Form 5500 ↗ |
Other Worth plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Worth & Company, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Kreischer Miller (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Worth match 401(k) contributions?
The match terms for the Worth & Company, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $1,641 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Worth 401(k) match vested?
The vesting schedule for the Worth & Company, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Worth 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Worth & Company, Inc..
I left Worth. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Worth & Company, Inc., (267) 362-1123) or the recordkeeper, The Vanguard Group, Inc.. The Worth old 401(k) page lists the contacts from every plan filing. Find an old Worth 401(k)
Data from the public Form 5500 annual reports Worth filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Worth. Not financial advice. Report a correction · Methodology