How big is Waypoint Mutual's plan?

Waypoint Mutual's plan reported $13.2M in assets and 57 participants for 2024.

Original filing (PDF)20251008103757NAL0005707601001

Waypoint Mutual

Name: Waypoint Mutual — Waypoint Mutual 401(k) Profit, Form 5500 (2024)
Creator: Waypoint Mutual
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waypoint Mutual 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Waypoint Mutual's Waypoint Mutual 401(k) Profit Sharing Plan & Trust held $13.2M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

People on this filing

Samuel Robertson signed Waypoint Mutual's 2024 Form 5500 as plan administrator.

Samuel Robertson — 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

Waypoint Mutual's EIN is 26-1832622.

EIN 26-1832622

Plan number 001

Plan year 2024

ACK ID 20251008103757NAL0005707601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waypoint Mutual'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 WAYPOINT MUTUAL.

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