How big is Whitson Realty's plan?

Whitson Realty's plan reported $262K in assets and 8 participants for 2024.

Original filing (PDF)20251111132007NAL0011291714001

Whitson Realty

Name: Whitson Realty — Whitson Realty 401(k) Plan, Form 5500 (2024)
Creator: Whitson Realty
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitson Realty 401(k) Plan

401(k) retirement plan · Whitson Realty's Whitson Realty 401(k) Plan held $262K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$262K

Net assets (EOY)

$262K

People on this filing

Dennis Whitson signed Whitson Realty's 2024 Form 5500 as plan administrator.

Dennis Whitson — 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

Whitson Realty's EIN is 30-0155848.

EIN 30-0155848

Plan number 001

Plan year 2024

ACK ID 20251111132007NAL0011291714001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whitson Realty's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WHITSON REALTY

EIN

all filings

Address

3800 SUGAR HILL ROAD · MARION, NC · 28752

Phone

(828) 738-3540

Industry

Real Estate

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

2025-11-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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