How big is Loretta M Shipley Welsh's plan?

Loretta M Shipley Welsh's plan reported $746K in assets and 2 participants for 2024.

Original filing (PDF)20251008171600NAL0009824768001

Loretta M Shipley Welsh

Name: Loretta M Shipley Welsh — Loretta M Shipley Welsh, Form 5500 (2024)
Creator: Loretta M Shipley Welsh
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loretta M Shipley Welsh Realty Cash Balance Pension Plan

Defined-benefit pension plan · Loretta M Shipley Welsh's Loretta M Shipley Welsh Realty Cash Balance Pension Plan held $746K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$746K

Net assets (EOY)

$746K

Plan identifiers

Loretta M Shipley Welsh's EIN is 90-0391646.

EIN 90-0391646

Plan number 002

Plan year 2024

ACK ID 20251008171600NAL0009824768001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Loretta M Shipley Welsh from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Loretta M Shipley Welsh's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORETTA M SHIPLEY WELSH.

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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

Knocking points off