Plan5500

Waverly Senior Services — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Waverly Senior Services (EIN 92-2896026) is a plan sponsor located in Gladwyne, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
92-2896026
Location
Gladwyne, PA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Waverly Senior Services

  • 2 loaded plans hold $22M in reported assets.
  • The largest, Employee Benefit Plan Of Waverly Senior Services, holds 63% of this company's reported plan assets.
  • Plans cover 892 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22MSummed across loaded plans$22,032,558
Total reported assets$22M$22,032,558
Total reported participants892
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$22M total assets
Net assets$22MLiabilities$0
Contributions & income
Employer contributions$881.4K
Participant contributions$823.8K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$711K
Total expenses$715.1K
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets63%Employee Benefit Plan Of Waverly Senior Services
Participants per plan446Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Employee Benefit Plan Of Waverly Senior Services$13.9M
    Plan #001 · 445 participants · 2023
  2. 2
    Tax Deferred Annuity Plan Of Waverly Senior Services$8.1M
    Plan #002 · 447 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Waverly Senior Services. Open one for its full reported snapshot.

  1. 2023
    Tax Deferred Annuity Plan Of Waverly Senior Services447 participants · 2Sch HSch C
    View filing →
  2. 2023
    Employee Benefit Plan Of Waverly Senior Services445 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Waverly Senior Services report on Form 5500?
Waverly Senior Services (EIN 92-2896026) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Waverly Senior Services?
The Employer Identification Number (EIN) reported for Waverly Senior Services is 92-2896026.
What is the latest Form 5500 filing year for Waverly Senior Services?
The latest loaded Form 5500 filing year for Waverly Senior Services is 2023.

Related Form 5500 pages