How big is Wesleyan Academy's plan?

Wesleyan Academy's plan reported $63K in assets and 89 participants for 2024.

Original filing (PDF)20250929154920NAL0027173154001

Wesleyan Academy

Name: Wesleyan Academy — WA Retirement Plan, Form 5500 (2024)
Creator: Wesleyan Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WA Retirement Plan

Defined-contribution retirement plan · Wesleyan Academy's WA Retirement Plan held $63K in plan assets for 89 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

People on this filing

Vanessa Rueda signed Wesleyan Academy's 2024 Form 5500 as plan administrator.

Vanessa Rueda — 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

Wesleyan Academy's EIN is 66-0219759.

EIN 66-0219759

Plan number 001

Plan year 2024

ACK ID 20250929154920NAL0027173154001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wesleyan Academy's plan includes profit-sharing, 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 WESLEYAN ACADEMY.

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WESLEYAN ACADEMY

EIN

all filings

Address

PO BOX 1489 · GUAYNABO, PR · 00969

Phone

(787) 720-8959

Industry

Educational Services

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3C · Not intended to be qualified

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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