· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WAVERLY MARKETS, LLC — WAVERLY MARKETS, LLC 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250908084205NAL0019242625001
WAVERLY MARKETS, LLC
Form 5500-SF
FILING_RECEIVED
WAVERLY MARKETS, LLC 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
303
Accounts w/ balance
69
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WAVERLY MARKETS, LLC
.
Find decision makers
Plan sponsor
Name
WAVERLY MARKETS, LLC
EIN
06-1531696
Address
214 SPENCER STREET · MANCHESTER, CT · 06040
Phone
(860) 645-3240
Industry
Supermarkets & Other Grocery Stores
· Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Supermarkets & Other Grocery Stores plans
BOXN SAVE OF MD INC.
BOX N SAVE OF MD INC. 401K PLAN
$3.0M · 189 participants
FULL CART, INC.
FULL CART INC. DBA SOUTH CITY GROCERY OUTLET CASH BALANCE PLAN
$3.0M · 29 participants
BRIARPATCH COOPERATIVE OF NEVADA COUNTY INC
BRIARPATCH COOPERATIVE OF NEVADA COUNTY INC 401K PROFIT SHARING PLAN
$3.0M · 196 participants
MISSISSIPPI MARKET CO-OP, INC.
MISSISSIPPI MARKET 401(K) PLAN
$3.0M · 147 participants
GROCERY SERVICES, INC.
GROCERY SERVICES, INC. 401(K) PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 23% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.9M · 142 participants
PLUM MARKET CORPORATION, INC.
PLUM MARKET 401(K) PLAN
$3.0M · 575 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
