How big is Whitman-Walker Clinic, Inc.'s plan?

Whitman-Walker Clinic, Inc.'s plan reported $25.4M in assets and 311 participants for 2024.

Original filing (PDF)20250731163701NAL0008897216001

Whitman-Walker Clinic, Inc.

Name: Whitman-Walker Clinic, Inc. — Whitman-Walker Health, Form 5500 (2024)
Creator: Whitman-Walker Clinic, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Whitman-Walker Health 403(b) Plan

403(b) retirement plan · Whitman-Walker Clinic, Inc.'s Whitman-Walker Health 403(b) Plan held $25.4M in plan assets for 311 participants in 2024, with Principal as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

311

Accounts w/ balance

280

Plan assets (EOY)

$25.4M

Net assets (EOY)

$25.4M

People on this filing

Naseema Shafi signed Whitman-Walker Clinic, Inc.'s 2024 Form 5500 as plan administrator.

Naseema Shafi — 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

Whitman-Walker Clinic, Inc.'s EIN is 52-1122122.

EIN 52-1122122

Plan number 001

Plan year 2024

ACK ID 20250731163701NAL0008897216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whitman-Walker Clinic, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

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

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How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

WHITMAN-WALKER CLINIC, INC.

DBA

DBA WHITMAN-WALKER HEALTH

EIN

all filings

Address

1377 R STREET NW · WASHINGTON, DC · 20009

Phone

(202) 745-7000

Industry

Health Care & Social Assistance

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

2025-07-31

Pension benefit codes

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

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

Audit & trust (Schedule H)

Auditor

BDO USA PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$8K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
MAP RETIREMENT USA LLC	86-3678481	—	CONTRACT ADMINISTRATOR	$100	—

Investments

44 direct securities· $25.4M(100% of reported assets)

Mutual Funds

$17.8M

21 holdings

Common Collective Trusts

$3.3M

3 holdings

Other securities

$2.2M

15 holdings

Common Stocks

$1.9M

3 holdings

Bonds / Notes

$216K

1 holding

Cash / Money Market

$1K

1 holding

					% of plan
American Funds Service Company Am Fds Trgt Dte Rtm 2040 R3 Fd	Mutual Funds	—	—	$2.8M	10.8%
American Funds Service Company Am Fds Trgt Dte Rtm 2045 R3 Fd	Mutual Funds	—	—	$2.7M	10.7%
Principal Funds Inc Prin LgCap S&P 500 Idx R4 Fund	Common Collective Trusts	—	—	$2.5M	9.8%
American Funds Service Company Am Fds Trgt Dte Rtm 2050 R3 Fd	Mutual Funds	—	—	$2.3M	9.0%
American Funds Service Company Am Fds Trgt Dte Rtm 2030 R3 Fd	Mutual Funds	—	—	$2.1M	8.3%
The American Funds Am Fds Trgt Dte Rtm 2055 R3 Fd	Mutual Funds	—	—	$1.8M	7.1%
Alliance Bernstein AB Large Cap Growth R Fund	Other securities	—	—	$1.1M	4.2%
The American Funds American Fds Am Mut R3 Fd	Mutual Funds	—	—	$1.0M	4.1%
American Funds Service Company Am Fds Trgt Dte Rtm 2035 R3 Fd	Mutual Funds	—	—	$930K	3.7%
Principal Funds Inc. Principal Fixed Income	Common Stocks	—	—	$816K	3.2%
Principal Funds Inc Principal Int’l Eq Index R4 Fd	Common Stocks	—	—	$575K	2.3%
The American Funds Am Fds EuroPacific Grth R3 Fd	Mutual Funds	—	—	$574K	2.3%
Fidelity Investments Fidelity Adv Total Bond M Fd	Mutual Funds	—	—	$555K	2.2%
Principal Funds Inc Principal Capital App R5 Fund	Common Stocks	—	—	$528K	2.1%
American Funds Service Company Am Fds Trgt Dte Rtm 2020 R3 Fd	Mutual Funds	—	—	$526K	2.1%
American Funds Service Company Am Fds Trgt Dte Rtm 2060 R3 Fd	Mutual Funds	—	—	$493K	1.9%
American Funds Service Company Am Fds Trgt Dte Rtm 2025 R3 Fd	Mutual Funds	—	—	$477K	1.9%
Principal Funds Inc Prin MidCap S&P 400 Idx R4 Fd	Common Collective Trusts	—	—	$430K	1.7%
Principal Funds Inc Prin SmCap S&P 600 Idx R4 Fund	Common Collective Trusts	—	—	$381K	1.5%
American Funds Service Company Am Fds New Persp R3 Fund	Mutual Funds	—	—	$367K	1.4%
The American Funds Am Fnds Bnd of Am R3 Fund	Mutual Funds	—	—	$313K	1.2%
Heartland Mutual Funds Heartland Mid Cap Val Inv Fd	Other securities	—	—	$312K	1.2%
Macquarie Mid Cap Growth R Fund	Other securities	—	—	$272K	1.1%
JP Morgan Funds JP Morgan Sm Cap Value R3 Fund	Other securities	—	—	$259K	1.0%
Janus International Holding, LLC JanusHenderson Triton S	Mutual Funds	—	—	$233K	0.9%
American Funds Service Company Amer Funds New World R3 Fund	Mutual Funds	—	—	$228K	0.9%
Participant Loans 10.50% -	Bonds / Notes	—	—	$216K	0.9%
American Funds Service Company Am Fds Trgt Dte Rtm 2065 R3 Fd	Mutual Funds	—	—	$180K	0.7%
PIMCO Funds PIMCO Income R Fund	Mutual Funds	—	—	$113K	0.4%
PGIM Investments PGIM High Yield R2 Fund	Other securities	—	—	$89K	0.3%
Voya Financial Voya Growth and Income Port I	Other securities	—	—	$86K	0.3%
American Funds Service Company Am Fds Trgt Dte Rtm 2010 R3 Fd	Mutual Funds	—	—	$58K	0.2%
Voya Financial Voya Large Cap Growth Prt Ins	Other securities	—	—	$45K	0.2%
VY Invesco VY TRwPr Divr MdCp Gr Pt I	Mutual Funds	—	—	$31K	0.1%
Voya Financial Voya Glob insights Port Init	Other securities	—	—	$20K	<0.1%
Invesco VI Amr Franchise Fd I	Mutual Funds	—	—	$17K	<0.1%
Voya Financial Fixed Account (4550)	Other securities	—	—	$3K	<0.1%
Voya Financial Voya Large Cap Growth Prt Ins	Other securities	—	—	$3K	<0.1%
Voya Financial Voya Index Plus LargeCap Prt I	Other securities	—	—	$2K	<0.1%
Voya Financial Voya Balanced Income Port Ins	Other securities	—	—	$2K	<0.1%
Volvo VoylntlHiDivlow Vol Port-In	Other securities	—	—	$2K	<0.1%
Voya Financial Voya Growth and Income Port I	Other securities	—	—	$2K	<0.1%
Voya Financial Voya Balanced Portfolio I	Other securities	—	—	$1K	<0.1%
Voya Financial Voya Gov Money Market Port I	Cash / Money Market	—	—	$1K	<0.1%