· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
W.B. HOMES, INC. — W.B. HOMES, INC. SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250527135046NAL0011242288001
W.B. HOMES, INC.
Form 5500-SF
FILING_RECEIVED
W.B. HOMES, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
48
Accounts w/ balance
63
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
W.B. HOMES, INC.
.
Find decision makers
Plan sponsor
Name
W.B. HOMES, INC.
EIN
23-2406958
Address
404 SUMNEYTOWN PIKE, SUITE 200 · NORTH WALES, PA · 19454
Phone
(215) 699-0800
Industry
Construction
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
2025-05-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
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 Construction plans
FAVERGRAY
FAVERGRAY 401(K) PLAN
$10.1M · 74 participants
ARMSTRONG COMPANIES, LTD.
ARMSTRONG COMPANIES, LTD. 401(K) PROFIT SHARING PLAN
$10.2M · 30 participants
STYLECRAFT BUILDERS, INC.
STYLECRAFT BUILDERS 401(K) PLAN
$10.2M · 118 participants
SANDCASTLE HOMES, INC.
SANDCASTLE HOMES, INC. PROFIT SHARING PLAN
$10.2M · 7 participants
KENNY SENG CONSTRUCTION, INC.
KENNY SENG CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
$10.1M · 261 participants
100
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.
TECH MECHANICAL SYSTEMS, INC.
TECH MECHANICAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$10.1M · 76 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B