How big is Riley Whalen Inc.'s plan?

Riley Whalen Inc.'s plan reported $497K in assets and 5 participants for 2024.

Original filing (PDF)20250624105950NAL0006760801003

Riley Whalen Inc.

Name: Riley Whalen Inc. — Riley Whalen, Inc., Form 5500 (2024)
Creator: Riley Whalen Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Riley Whalen, Inc.

Defined-contribution retirement plan · Riley Whalen Inc.'s Riley Whalen, Inc. held $497K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

Plan identifiers

Riley Whalen Inc.'s EIN is 88-2795335.

EIN 88-2795335

Plan number 001

Plan year 2024

ACK ID 20250624105950NAL0006760801003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Riley Whalen Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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 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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

RILEY WHALEN INC

EIN

all filings

Address

390 PACKETTS LANDING · FAIRPORT, NY · 14450

Phone

(585) 430-1870

Industry

Finance & Insurance

Plan administrator

Name

RILEY WHALEN INC.

EIN

88-2795335

City

FAIRPORT, NY

Phone

(585) 430-1870

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

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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