PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WORTH & COMPANY, INC.
Sponsor portfolio

WORTH & COMPANY, INC.

EIN 23-2251312-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$87.2M assets
Welfare
1
$6.2M premiums
Participants
1,933
6263 KELLERS CHURCH ROAD - PIPERSVILLE, PA 18947267-362-1100worthandcompany.comLinkedIn501-1000 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#002401k-$80.9M - 788 part#003ESOP-$6.3M - 536 part#501Fully Insured-$6.2M - 898 lives

Retirement portfolio analytics

2 plans aggregated / $87.2M assets / 1,324 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • INC. RETIREMENT PLAN (#002)93%
  • EMPLOYEE STOCK OWNERSHIP (#003)7%
Total $87.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • THE VANGUARD GROUP, INC.93%
  • (Not disclosed)7%
Total $87.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)788
  • EMPLOYEE STOCK OWNERSHIP (#003)536
Total 1,324Click row to drill in

Benefits portfolio analytics

1 plan / $6.2M premiums / 898 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.5M
  • Life$416K
  • Short-term disability$416K
  • Long-term disability$416K
  • Other$416K
  • +2 more
Total $6.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $6.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • BIRCH BENEFITS LLC48%
  • NFP INSURANCE SERVICES INC46%
  • KISTLER TIFFANY BENEFITS6%
Total $160K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WORTH & COMPANY, INC. RETIREMENT PLAN

401k

Assets$80.9M
Participants788
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WORTH & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.3M
Participants536
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WORTH & COMPANY, INC. HEALTH AND PREMIUM

Fully Insured - HIGHMARK INC.

Premiums$6.2M
Covered lives898
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WORTH & COMPANY, INC. RETIREMENT PLAN401k$80.9M7882024
003WORTH & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.3M5362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WORTH & COMPANY, INC. HEALTH AND PREMIUMFully InsuredHIGHMARK INC.$6.2M8982025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica