401(k) · DOL Form 5500 · 2022

Whale Rock Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
37
Participants Small participant base
59th
Percentile by assets National rank
$206,001
Avg per participant Above avg balance/head
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Official DOL plan name: Whale Rock Capital Mgmt. LLC 401(k) Plan · Sponsored by Whale Rock Capital Management, LLC · Massachusetts · Finance & Insurance

$8M in assets, 37 participants

Whale Rock Capital Management, LLC's Whale Rock Capital Mgmt. LLC 401(k) Plan reported $8M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,948 in Finance & Insurance (9,261 peers)

Whale Rock Capital Management, LLC multi-year trail

Whale Rock Capital Management, LLC's plans moved +56.0% in assets from 2022 to 2024; this filing shows Whale Rock Capital Mgmt. LLC 401(k) Plan at $8M / 37 participants.

#3,948
in Finance & Insurance (9,261 peers)
-9.6%
assets change YoY

The plan reported a net loss of $813K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whale Rock Capital Mgmt. LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Whale Rock Capital Mgmt. LLC 401(k) Plan vs every filed plan by assets

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

$7,622,044 Top 41% higher than 59% 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

Whale Rock Capital Mgmt. LLC 401(k) 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. Whale Rock Capital Mgmt. LLC 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 562567478 · Whale Rock Capital Management, LLC PY 2022 · 401(k)

Whale Rock Capital Mgmt. LLC 401(k) Plan · $8M · 37 · 59th

  • IND $8M
  • IND 37
  • IND 59th
  • IND 401(k)
  • IND near Westborn Market Employees Profit Sharing Plan
  • IND ind #3948

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Whale Rock Capital Mgmt. LLC 401(k) Plan in the asset neighbourhood

Whale Rock Capital Mgmt. LLC 401(k) PlanWhale Rock Capital Mgmt. LLC…$8MWestborn Market Employees Profit Sharing PlanWestborn Market Employees Pr…$8MPanzura LLC 401(k)$8MSaramax Apparel Group, Inc 401(k) Plan Profit Sharing PlanSaramax Apparel Group, Inc 4…$8MMangini-Lakhia Profit Sharing PlanMangini-Lakhia Profit Sharin…$8M
End-of-year total assets ($M) among Whale Rock Capital Mgmt. LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Whale Rock Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Whale Rock Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 55.96547330348657% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.62M $11.9M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 37 $8M
2023 1 36 $9M
2024 1 33 $12M

Whale Rock Capital Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$813K
Employer EIN562567478
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Whale Rock Capital Mgmt. LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Whale Rock Capital Mgmt. LLC 401(k) Plan, Total assets ($B): 0.007622044 · Participants: 37Whale Rock Capital Mgmt. LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Whale Rock Capital Mgmt. LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Whale Rock Capital Mgmt. LLC 401(k) Plan side-by-side with 3 peers →

Whale Rock Capital Mgmt. LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Westborn Market Employees Profit Sharing Plan in MI ($8M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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.

Frequently Asked Questions

How did Whale Rock Capital Mgmt. LLC 401(k) Plan assets move in 2022? ▼
Whale Rock Capital Mgmt. LLC 401(k) Plan pulled back noticeably - down 9.6% during 2022, from $8M to $8M. Reported net income was -$813K.
How have Whale Rock Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whale Rock Capital Management, LLC's sponsor-wide assets grew 56.0%, from $8M to $12M.
Which 401(k) plans are similar in size to Whale Rock Capital Mgmt. LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westborn Market Employees Profit Sharing Plan in MI ($8M, 237 participants).
Which 401(k) plans cover a similar participant headcount to Whale Rock Capital Mgmt. LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants, $438K 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 562567478.

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.