Back to filter
Original filing (PDF)20251014142256NAL0003007585001
DISTRICT WHARF PROPERTIES 401(K) PLAN
Form 5500-SF
FILING_RECEIVED
DISTRICT WHARF PROPERTIES 401(K) PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
27
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISTRICT WHARF PROPERTIES 401(K) PLAN.
Plan sponsor
Name
DISTRICT WHARF PROPERTIES 401(K) PLAN
EIN
86-3074397
Address
760 MAINE AVENUE SW · WASHINGTON, DC · 20024
Phone
(202) 227-4159
Industry
Real Estatesee all
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Real Estate plans
KFO, INC.
KFO, INC. 401K PLAN
$2.8M · 6 participants
THE MARKETING DIRECTORS, INC.
THE MARKETING DIRECTORS, INC. RETIREMENT PLAN
$2.7M · 45 participants
ECKERT LAND COMPANY
ECKERT LAND COMPANY 401(K) PLAN
$2.7M · 7 participants
WAIKOLOA DEVELOPMENT COMPANY
WAIKOLOA 401(K) PLAN
$2.8M · 33 participants
TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC
TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC PENSION PLAN
$2.7M · 2 participants
EHF ASSET MANAGEMENT, LLC
EHC ASSET MANAGEMENT 401(K) PLAN
$2.8M · 33 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants