Original filing (PDF)20260205112349NAL0004541473001

William Penn Association

Name: William Penn Association — William Penn Association, Form 5500 (2025)
Creator: William Penn Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Penn Association Employees Pension Plan

Defined-benefit pension plan · William Penn Association's William Penn Association Employees Pension Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

William Penn Association's EIN is 25-0856580.

EIN 25-0856580

Plan number 001

Plan year 2025

ACK ID 20260205112349NAL0004541473001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William Penn Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William Penn Association's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM PENN ASSOCIATION.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off