Plan5500

Wawa, Inc. Employee Stock Ownership Plan — Form 5500 plan (Wawa, Inc.)

Plain-English plan 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, Wawa, Inc. Employee Stock Ownership Plan is a benefit plan reported by Wawa, Inc. under EIN 21-0515330 and plan number 005. The latest loaded filing year is 2023. The filing reports 47,519 participants and $5,338,226,537 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wawa, Inc.
EIN
21-0515330
Plan number
005
Plan type
2
Location
Wawa, PA
Latest filing year
2023
Participants
47,519
End-of-year plan assets
$5,338,226,537

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202347,519H, C20241014125730NAL0014958307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,338,226,537
Total liabilities (EOY)
$174,235,925
Net assets (EOY)
$5,163,990,612
Net assets (BOY)
$4,343,017,943

Income & contributions

Total contributions
$0
Total income / additions
$1,181,526,636

Expenses & distributions

Benefits paid
$314,654,661
Administrative expenses
$1,210,245
Total expenses
$320,341,444
Net increase / (decrease)
$861,185,192

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Argent FinancialNONE$722,415not reported in the loaded dataset2023
Transition Finance Strategies LLCNONE$435,433not reported in the loaded dataset2023
Rsm Us LlpNONE$39,483not reported in the loaded dataset2023
Ballard Spahr LlpNONE$12,914not reported in the loaded dataset2023

Related Form 5500 pages