How big is Whelan Properties, Inc.'s plan?

Whelan Properties, Inc.'s plan reported $1.1M in assets and 7 participants for 2025.

Original filing (PDF)20260508121510NAL0004007457001

Whelan Properties, Inc.

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

Form 5500-SF

FILING_RECEIVED

Whelan Properties, Inc. 401(k) Plan

401(k) retirement plan · Whelan Properties, Inc.'s Whelan Properties, Inc. 401(k) Plan held $1.1M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Whelan Properties, Inc.'s EIN is 42-1561194.

EIN 42-1561194

Plan number 001

Plan year 2025

ACK ID 20260508121510NAL0004007457001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Whelan Properties, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off