How big is Wharton Realty Group Inc.'s plan?

Wharton Realty Group Inc.'s plan reported $1.2M in assets and 10 participants for 2024.

Original filing (PDF)20250625090823NAL0018517506001

Wharton Realty Group Inc.

Name: Wharton Realty Group Inc. — Wharton Realty Group, Form 5500 (2024)
Creator: Wharton Realty Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wharton Realty Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wharton Realty Group Inc.'s Wharton Realty Group Inc. 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Daniel Massry signed Wharton Realty Group Inc.'s 2024 Form 5500 as plan administrator.

Daniel Massry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wharton Realty Group Inc.'s EIN is 13-3645185.

EIN 13-3645185

Plan number 001

Plan year 2024

ACK ID 20250625090823NAL0018517506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wharton Realty Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wharton Realty Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHARTON REALTY GROUP INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off