401(k) · DOL Form 5500 · 2022

Whetstone Holdings 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
156
Participants Small participant base
37th
Percentile by assets National rank
$15,375
Avg per participant Low balance/head
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Official DOL plan name: Whetstone Holdings 401(k) Plan · Sponsored by Whetstone Holdings · Florida · Finance & Insurance

$2M in assets, 156 participants

Whetstone Holdings's Whetstone Holdings 401(k) Plan reported $2M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,298 in Finance & Insurance (9,261 peers)

Coverage in Florida

Whetstone Holdings 401(k) Plan covers 156 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#2,298
in Finance & Insurance (9,261 peers)
+5.3%
assets growth YoY

Whetstone Holdings 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Whetstone Holdings 401(k) Plan vs every filed plan by assets

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

$2,398,483 37th percentile higher than 37% 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

Whetstone Holdings 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whetstone Holdings 401(k) Plan sits mid-pack in the medium band (156 participants).

Published 5500 schedule card

Filing strip 464056317 · Whetstone Holdings PY 2022 · 401(k)

Whetstone Holdings 401(k) Plan · $2M · 156 · 37th

  • BOOK $2M
  • BOOK 156
  • BOOK 37th
  • BOOK 401(k)
  • BOOK near Safegraph 401(k) Plan
  • BOOK ind #2298

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 Florida →

Whetstone Holdings 401(k) Plan in the asset neighbourhood

Whetstone Holdings 401(k) PlanWhetstone Holdings 401(k) Pl…$2MSafegraph 401(k) Plan$2MFamily Services, Inc. 401(k) PlanFamily Services, Inc. 401(k)…$2MCarron Net Company, Inc. Management & Clerical Profit Sharing PlanCarron Net Company, Inc. Man…$2MR-Zero Systems, Inc. 401(k) PlanR-Zero Systems, Inc. 401(k) …$2M
End-of-year total assets ($M) among Whetstone Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$121K
Employer EIN464056317
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whetstone Holdings)

Sponsor-wide plan assets over time

All Whetstone Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$4M 73.5953934215919% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.4M $4.16M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 156 $2M
2023 1 192 $3M
2024 1 236 $4M

Nearby 401(k) Plans in Florida

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

Whetstone Holdings 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Whetstone Holdings 401(k) Plan, Total assets ($B): 0.002398483 · Participants: 156Whetstone Holdings 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Whetstone Holdings 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Whetstone Holdings 401(k) Plan side-by-side with 3 peers →

Whetstone Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Safegraph 401(k) Plan in CO ($2M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Whetstone Holdings 401(k) Plan assets move in 2022? ▼
Whetstone Holdings 401(k) Plan grew at a solid clip - up 5.3% during 2022, from $2M to $2M. Reported net income was $121K.
How have Whetstone Holdings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whetstone Holdings's sponsor-wide assets grew 73.6%, from $2M to $4M.
Which 401(k) plans are similar in size to Whetstone Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safegraph 401(k) Plan in CO ($2M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Whetstone Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 464056317.

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.