How big is Wharton/LYON & LYON's plan?

Wharton/LYON & LYON's plan reported $8.7M in assets for 2024.

Original filing (PDF)20250919090122NAL0005045138001

Wharton/LYON & LYON

Name: Wharton/LYON & LYON — Wharton/LYON & LYON Employees', Form 5500 (2024)
Creator: Wharton/LYON & LYON
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wharton/LYON & LYON Employees' Profit Sharing Plan

401(k) retirement plan · Wharton/LYON & LYON's Wharton/LYON & LYON Employees' Profit Sharing Plan reported $8.7M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Frank D. Difilippo signed Wharton/LYON & LYON's 2024 Form 5500 as plan administrator.

Frank D. Difilippo — 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/LYON & LYON's EIN is 22-1666493.

EIN 22-1666493

Plan number 002

Plan year 2024

ACK ID 20250919090122NAL0005045138001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wharton/LYON & LYON from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wharton/LYON & LYON'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/LYON & LYON.

Finding similar companies…

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

Helping the score