401(k) · DOL Form 5500 · 2022
R.O. Whitesell & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $251,342
- Avg per participant Above avg balance/head
Official DOL plan name: R.O. Whitesell & Associates, Inc. Employees' Retirement Plan · Sponsored by R.O. Whitesell & Associates, Inc. · Indiana · Wholesale Trade
$8M in assets, 32 participants
R.O. Whitesell & Associates, Inc.'s R.O. Whitesell & Associates, Inc. Employees' Retirement Plan reported $8M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #3,514 in Wholesale Trade (6,843 peers)
R.O. Whitesell & Associates, Inc. multi-year trail
R.O. Whitesell & Associates, Inc.'s plans moved +16.8% in assets from 2022 to 2023; this filing shows R.O. Whitesell & Associates, Inc. Employees' Retirement Plan at $8M / 32 participants.
- #3,514
- in Wholesale Trade (6,843 peers)
- -30.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
R.O. Whitesell & Associates, Inc. Employees' Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
R.O. Whitesell & Associates, Inc. Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,042,954 Top 40% higher than 60% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
R.O. Whitesell & Associates, Inc. Employees' Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.O. Whitesell & Associates, Inc. Employees' Retirement Plan is a small filing (32 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 351998487 · R.O. Whitesell & Associates, Inc. PY 2022 · 401(k)
R.O. Whitesell & Associates, Inc. Employees' Retirement Plan · $8M · 32 · 60th
- RANK $8M
- RANK 32
- RANK 60th
- RANK 401(k)
- RANK near Witmer Public Safety Group, Inc. 401(k) Profit Sharing Plan and Trust
- RANK ind #3514
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 Wholesale Trade retirement plans → · Plans in Indiana →
R.O. Whitesell & Associates, Inc. Employees' Retirement Plan in the asset neighbourhood
R.O. Whitesell & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All R.O. Whitesell & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 16.831465155712692% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $8M |
| 2023 | 1 | 33 | $9M |
R.O. Whitesell & Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$3M |
| Employer EIN | 351998487 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
R.O. Whitesell & Associates, Inc. Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Witmer Public Safety Group, Inc. 401(k) Profit Sharing Plan and Trust in PA ($8M); by covered participants it is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (32 participants); 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.