How big is Wherry Associates, Inc.'s plan?

Wherry Associates, Inc.'s plan reported $3.4M in assets and 5 participants for 2025.

Original filing (PDF)20260319125222NAL0004006961001

Wherry Associates, Inc.

Name: Wherry Associates, Inc. — Wherry Associates, Inc., Form 5500 (2025)
Creator: Wherry Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wherry Associates, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Wherry Associates, Inc.'s Wherry Associates, Inc. Profit Sharing Plan held $3.4M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Wherry Associates, Inc.'s EIN is 34-1267892.

EIN 34-1267892

Plan number 002

Plan year 2025

ACK ID 20260319125222NAL0004006961001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wherry Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wherry Associates, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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

Helping the score