401(k) · DOL Form 5500 · 2022

Whalehead Brewery, Inc. 401(k) Plan

Data updated 2026-08-25

$383K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$382,866
Avg per participant High balance/head
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Official DOL plan name: Whalehead Brewery, Inc. Retirement Plan · Sponsored by Whalehead Brewery, Inc. · North Carolina · Manufacturing

$383K in assets, 1 participants

Whalehead Brewery, Inc.'s Whalehead Brewery, Inc. Retirement Plan reported $383K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 16th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,328 in Manufacturing (20,602 peers)

What the 2022 filing shows

Whalehead Brewery, Inc. Retirement Plan holds $383K for 1 participant - about $382,866 per participant, among the smaller plans by assets on file.

#1,328
in Manufacturing (20,602 peers)
$383K
reported net income

Whalehead Brewery, Inc. Retirement Plan among the smaller filed plans by assets

Whalehead Brewery, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$382,866 16th percentile higher than 16% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Whalehead Brewery, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whalehead Brewery, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 862304953 · Whalehead Brewery, Inc. PY 2022 · 401(k)

Whalehead Brewery, Inc. Retirement Plan · $383K · 1 · 16th

  • TYPE $383K
  • NET 1
  • BOOK 16th
  • VS-ST 401(k)
  • BOY near Butler Hospitality
  • SCH ind #1328

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in North Carolina →

Whalehead Brewery, Inc. Retirement Plan in the asset neighbourhood

Whalehead Brewery, Inc. Retirement PlanWhalehead Brewery, Inc. Reti…$383KButler Hospitality$383KBrahma Design Inc 401(k) Profit Sharing Plan & TrustBrahma Design Inc 401(k) Pro…$383KGta Inc. 401(k) Plan$383KBeyond Hi-Fi 401(k) Profit Sharing Plan & TrustBeyond Hi-Fi 401(k) Profit S…$383K
End-of-year total assets ($M) among Whalehead Brewery, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$383K
Net Income$383K
Employer EIN862304953
Plan Effective Date2022-09-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Whalehead Brewery, Inc.)

Sponsor-wide plan assets over time

All Whalehead Brewery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$364K 4.805336592959416% vs 2022
2024 filing year
$0.32M$0.34M$0.36M$0.38M$0.4M 202220232024 $0.38M $0.36M ▼ -5.3%
Year Plans Participants Total Assets
2022 1 1 $383K
2023 1 1 $332K
2024 1 1 $364K

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Whalehead Brewery, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Whalehead Brewery, Inc. Retirement Plan, Total assets ($B): 0.000382866 · Participants: 1Whalehead Brewery, Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Whalehead Brewery, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Whalehead Brewery, Inc. Retirement Plan side-by-side with 3 peers →

Whalehead Brewery, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Butler Hospitality in NJ ($383K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($383K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Whalehead Brewery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whalehead Brewery, Inc.'s sponsor-wide assets declined 4.8%, from $383K to $364K.
Where does Whalehead Brewery, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Whalehead Brewery, Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Whalehead Brewery, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Butler Hospitality in NJ ($383K, 437 participants).
Which 401(k) plans cover a similar participant headcount to Whalehead Brewery, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862304953.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.