How big is Whitley Penn, LLP's plan?

Whitley Penn, LLP's plan reported $10.4M in assets and 64 participants for 2024.

Original filing (PDF)20251008082149NAL0003121235001

Whitley Penn, LLP

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

Form 5500-SF

FILING_RECEIVED

Whitley Penn Cash Balance Plan

Defined-benefit pension plan · Whitley Penn, LLP's Whitley Penn Cash Balance Plan held $10.4M in plan assets for 64 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

Plan identifiers

Whitley Penn, LLP's EIN is 75-2393478.

EIN 75-2393478

Plan number 003

Plan year 2024

ACK ID 20251008082149NAL0003121235001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whitley Penn, LLP's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITLEY PENN, LLP.

Finding similar companies…

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

100

Helping the score