Plan Ledger DOL Form 5500 · updated monthly

Wawa, Inc.ESOP

WAWA, INC. EMPLOYEE STOCK OWNERSHIP PLAN · WAWA, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Wawa, Inc. reported $1,639,375 in plan administrative expenses for 2024: 0.03% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.029% to 0.031%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other retail trade employers. By assets it is the 13th-largest of 3,651 plans among Pennsylvania employers on file, and the 12th of 5,215 in retail trade. active participation has grown from 24,778 to 43,441 since 2022.

Plan summary
Net assets, end of year$5,358,930,929
Participants with balances36,492
Active participants43,441
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$146,852
Benefits paid to participants$359,179,620
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.4B · 36,492 accts
2023$5.2B · 29,494 accts
2022$4.3B · 27,183 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$916,867
Investment management$656,473
Audit (IQPA)$41,378
Total administrative$1,639,375
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSITION FINANCE STRATEGIES LLC · Contract administrator$920,417
ARGENT FINANCIAL · Trustee$656,473
RSM US LLP · Accounting / audit$41,378
BALLARD SPAHR LLP · Legal$21,005

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$1,639,375 · 0.03%
2023$1,210,245 · 0.03%
2022$1,228,030 · 0.03%
All plans at this employer2
WAWA, INC. 401(K) PLAN401(k)
WAWA, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansRetail Trade · Pennsylvania
The Kroger Co. OH$11.8B · 0.03%
Sap America, Inc. PA$9.2B · 0.05%
Lowes Companies Inc NC$8.6B · 0.01%
Winco Holdings, Inc. ID$5.0B · 0.00%
Starbucks Corporation WA$4.9B · 0.08%
Macys, Inc. OH$4.6B · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210515330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.