Plan5500

The Waverly School — 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, The Waverly School (EIN 95-4869859) is a plan sponsor located in Pasadena, CA 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
95-4869859
Location
Pasadena, CA
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 The Waverly School

  • 2 loaded plans hold $7.7M in reported assets.
  • The largest, The Waverly School Defined Contribution Plan, holds 100% of this company's reported plan assets.
  • Plans cover 128 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.7MSummed across loaded plans$7,677,049
Total reported assets$7.7M$7,709,971
Total reported participants128
Total reported liabilities$32.9K$32,922

Reported net position

Reported assets = net assets + liabilities (summed)$7.7M total assets
Net assets$7.7MLiabilities$32.9K
Contributions & income
Employer contributions$166K
Participant contributions$249.2K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$728.8K
Total expenses$728.8K
Net increase / (decrease)$933.3K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets100%The Waverly School Defined Contribution Plan
Participants per plan64Average 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
    The Waverly School Defined Contribution Plan$7.7M
    Plan #001 · 106 participants · 2023
  2. 2
    The Waverly School - Flexible Benefits Plan$33.2K
    Plan #501 · 22 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 The Waverly School. Open one for its full reported snapshot.

  1. 2023
    The Waverly School Defined Contribution Plan106 participants · 2Sch I
    View filing →
  2. 2023
    The Waverly School - Flexible Benefits Plan22 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Waverly School report on Form 5500?
The Waverly School (EIN 95-4869859) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Waverly School?
The Employer Identification Number (EIN) reported for The Waverly School is 95-4869859.
What is the latest Form 5500 filing year for The Waverly School?
The latest loaded Form 5500 filing year for The Waverly School is 2023.

Related Form 5500 pages