How big is WAWA, Inc.'s plan?

WAWA, Inc.'s plan reported $1.1B in assets and 18,984 participants for 2024.

Original filing (PDF)20251015140811NAL0006363360001

WAWA, Inc.

Name: WAWA, Inc. — WAWA, Inc. 401(k) Plan, Form 5500 (2024)
Creator: WAWA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

WAWA, Inc. 401(k) Plan

401(k) retirement plan · WAWA, Inc.'s WAWA, Inc. 401(k) Plan held $1.1B in plan assets for 18,984 participants in 2024, with Vanguard as recordkeeper.

Active participants

18,984

Accounts w/ balance

25,168

Plan assets (EOY)

$1.1B

Net assets (EOY)

$1.1B

People on this filing

Daniel Peterson signed WAWA, Inc.'s 2024 Form 5500 as plan administrator.

Daniel Peterson — Plan Administrator — Form 5500 signer
Maria Kalogredis — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

WAWA, Inc.'s EIN is 21-0515330.

EIN 21-0515330

Plan number 003

Plan year 2024

ACK ID 20251015140811NAL0006363360001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WAWA, 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 WAWA, INC..

Finding similar companies…

How this plan invests

This plan

29 pooled trusts

Schedule D

9 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

WAWA, INC.

EIN

all filings

Address

260 WEST BALTIMORE PIKE · WAWA, PA · 19063

Phone

(610) 358-8000

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$1.4M	—
VANGUARD ADVISERS INC.	23-2811930	—	NONE	$493K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RSM US LLP	42-0714325	—

Investments

9 direct securities · 29 pooled funds· $1.1B(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$830.3M

29 holdings

Mutual Funds

$210.0M

6 holdings

Participant loans

$37.6M

1 holding

Other securities

$34.4M

2 holdings

					% of plan
FIDELITY GROWTH CO COMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135	Common Collective Trust	—	—	$129.1M	11.5%
VFTC TARGET RETIREMENT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001	Common Collective Trust	—	—	$98.3M	8.8%
Vanguard * Institutional Index	Mutual Funds	—	—	$85.2M	7.6%
VFTC TARGET RETIREMENT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001	Common Collective Trust	—	—	$73.7M	6.6%
VFTC TARGET RETIREMENT 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001	Common Collective Trust	—	—	$71.0M	6.3%
VFTC TARGET RETIREMENT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001	Common Collective Trust	—	—	$70.5M	6.3%
VFTC TARGET RETIREMENT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001	Common Collective Trust	—	—	$69.1M	6.2%
Vanguard * Total Bond Index Institutional Class	Mutual Funds	—	—	$57.1M	5.1%
VANGUARD RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024	Common Collective Trust	—	—	$52.9M	4.7%
VFTC TARGET RETIREMENT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001	Common Collective Trust	—	—	$52.7M	4.7%
VFTC TARGET RETIREMENT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001	Common Collective Trust	—	—	$46.1M	4.1%
VFTC TARGET RETIREMENT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001	Common Collective Trust	—	—	$45.5M	4.1%
PARTICIPANT LOANS**	Participant loans	—	—	$37.6M	3.4%
Vanguard * Total International Stock Index Institutional	Mutual Funds	—	—	$36.0M	3.2%
FIAM CORE PLUS CMMINGLED POOL CLS I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052	Common Collective Trust	—	—	$27.2M	2.4%
VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001	Common Collective Trust	—	—	$26.8M	2.4%
VFTC TARGET RETIREMENT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001	Common Collective Trust	—	—	$19.7M	1.8%
VFTC TARGET RETIREMENT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001	Common Collective Trust	—	—	$18.7M	1.7%
JPMorgan Mid Cap Value R6	Other securities	—	—	$18.1M	1.6%
Vanguard * Equity Income Admiral	Mutual Funds	—	—	$17.1M	1.5%
Delaware Small Cap Core Institutional	Other securities	—	—	$16.3M	1.5%
Vanguard * Extended Market Index Institutional	Mutual Funds	—	—	$14.6M	1.3%
MFS MID CAP GROWTH FUND; CT WILMINGTON TRUST COMPANY · EIN 38-4126294 / PN 597	Common Collective Trust	—	—	$13.8M	1.2%
GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001	Common Collective Trust	—	—	$13.4M	1.2%
VFTC TARGET RETIREMENT 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001	Common Collective Trust	—	—	$2.0M	0.2%
Vanguard * Federal Money Market	Mutual Funds	—	—	$92K	<0.1%
VFTC TARGET RETIREMENT TR 2065 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VFTC TARGET RETIREMENT INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VFTC TARGET RETIREMENT TR 2020 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VFTC TARGET RETIREMENT TR 2060 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VFTC TARGET RETIREMENT TR 2055 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VFTC TARGET RETIREMENT TR 2050 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VFTC TARGET RETIREMENT TR 2045 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VFTC TARGET RETIREMENT TR 2040 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VFTC TARGET RETIREMENT TR 2035 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VFTC TARGET RETIREMENT TR 2030 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VFTC TARGET RETIREMENT TR 2025 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VFTC TARGET RETIREMENT TR 2070 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001	Common Collective Trust	—	—	$0	<0.1%