How big is WSI, Inc.'s plan?

WSI, Inc.'s plan reported $44K in assets and 2 participants for 2024.

Original filing (PDF)20251009210407NAL0004205987001

WSI, Inc.

Name: WSI, Inc. — WSI, Inc. Cash Balance Plan, Form 5500 (2024)
Creator: WSI, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WSI, Inc. Cash Balance Plan

Defined-benefit pension plan · WSI, Inc.'s WSI, Inc. Cash Balance Plan held $44K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

Plan identifiers

WSI, Inc.'s EIN is 42-1440361.

EIN 42-1440361

Plan number 002

Plan year 2024

ACK ID 20251009210407NAL0004205987001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WSI, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WSI, INC.

EIN

all filings

Address

2312 WINDSOR DRIVE · DAVENPORT, IA · 52807

Phone

(563) 529-9264

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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