How big is Wharton Institute for the PERF's plan?

Wharton Institute for the PERF's plan reported $129K in assets and 82 participants for 2024.

Original filing (PDF)20250811093742NAL0009899296001

Wharton Institute for the PERF

Name: Wharton Institute for the PERF — Wharton Institute, Form 5500 (2024)
Creator: Wharton Institute for the PERF
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wharton Institute for the PERF 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wharton Institute for the PERF's Wharton Institute for the PERF 401(k) Profit Sharing Plan & Trust held $129K in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$129K

Net assets (EOY)

$129K

People on this filing

Jillian Lyons signed Wharton Institute for the PERF's 2024 Form 5500 as plan administrator.

Jillian Lyons — 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 Institute for the PERF's EIN is 22-2609457.

EIN 22-2609457

Plan number 001

Plan year 2024

ACK ID 20250811093742NAL0009899296001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wharton Institute for the PERF'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 INSTITUTE FOR THE PERF.

Finding similar companies…

Plan health score

Above-average plan

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