How big is Andrew J. Wherley M.D., Ltd.'s plan?

Andrew J. Wherley M.D., Ltd.'s plan reported $3.0M in assets and 5 participants for 2024.

Original filing (PDF)20250731202105NAL0002849635001

Andrew J. Wherley M.D., Ltd.

Name: Andrew J. Wherley M.D., Ltd. — Andrew J. Wherley, Form 5500 (2024)
Creator: Andrew J. Wherley M.D., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andrew J. Wherley M.D. 401(k) Plan

401(k) retirement plan · Andrew J. Wherley M.D., Ltd.'s Andrew J. Wherley M.D. 401(k) Plan held $3.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Andrew J. Wherley M.D., Ltd.'s EIN is 52-2137675.

EIN 52-2137675

Plan number 001

Plan year 2024

ACK ID 20250731202105NAL0002849635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Andrew J. Wherley M.D., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Andrew J. Wherley M.D., Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDREW J. WHERLEY M.D., LTD.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ANDREW J. WHERLEY M.D., LTD

EIN

all filings

Address

658 BOULEVARD · DOVER, OH · 44622

Phone

(330) 343-3213

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator