401(k) · DOL Form 5500 · 2022

Whele Hr LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
204
Participants Below avg headcount
48th
Percentile by assets National rank
$21,617
Avg per participant Low balance/head
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Official DOL plan name: Perch 401(k) Plan · Sponsored by Whele Hr LLC · Delaware · Professional & Technical Services

$4M in assets, 204 participants

Whele Hr LLC's Perch 401(k) Plan reported $4M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,849 in Professional & Technical Services (21,562 peers)

Coverage in Delaware

Perch 401(k) Plan covers 204 participants in Delaware, about 38% of the average Delaware filer (state average ~536 per filing). Assets: $4M.

#9,849
in Professional & Technical Services (21,562 peers)
+184.1%
assets growth YoY

Perch 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Perch 401(k) Plan vs every filed plan by assets

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

$4,409,857 48th percentile higher than 48% 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

Perch 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. Perch 401(k) Plan sits mid-pack in the medium band (204 participants).

Published 5500 schedule card

Filing strip 843768562 · Whele Hr LLC PY 2022 · 401(k)

Perch 401(k) Plan · $4M · 204 · 48th

  • EBSA $4M
  • EBSA 204
  • EBSA 48th
  • EBSA 401(k)
  • EBSA near Bland Landscaping Company, Inc. 401(k) Profit Sharing Plan & Trust
  • EBSA ind #9849

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 Professional & Technical Services retirement plans → · Plans in Delaware →

Perch 401(k) Plan in the asset neighbourhood

Perch 401(k) Plan$4MBland Landscaping Company, Inc. 401(k) Profit Sharing Plan & TrustBland Landscaping Company, I…$4MFairmont Federal Credit Union 401(k) Plan and TrustFairmont Federal Credit Unio…$4MFord Restaurant Group Retirement Savings PlanFord Restaurant Group Retire…$4MNew York Athletic Club Local 6 Union Employees 401(k) PlanNew York Athletic Club Local…$4M
End-of-year total assets ($M) among Perch 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Delaware filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$3M
Employer EIN843768562
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whele Hr LLC)

Sponsor-wide plan assets over time

All Whele Hr LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.94524062798408% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.41M $5.86M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 204 $4M
2023 1 188 $8M
2024 1 151 $6M

Nearby 401(k) Plans in Delaware

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

Perch 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Perch 401(k) Plan, Total assets ($B): 0.004409857 · Participants: 204Perch 401(k) PlanRetirement Savings Plan, Total assets ($B): 6.556844337 · Participants: 9866Retirement Savings PlanAstrazeneca Savings and Security Plan, Total assets ($B): 6.080434696 · Participants: 13301Astrazeneca Savings and Security PlanDupont Retirement Savings Plan, Total assets ($B): 2.963536374 · Participants: 11033Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.437172534 · Participants: 7952Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.201689819 · Participants: 1887Ashland Employee Savings Plan
Perch 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Perch 401(k) Plan side-by-side with 3 peers →

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

Outside Delaware, the nearest 401(k) by assets is Bland Landscaping Company, Inc. 401(k) Profit Sharing Plan & Trust in NC ($4M); by covered participants it is Derry Medical Center 401(k) Plan in NH (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Perch 401(k) Plan assets move in 2022? ▼
Perch 401(k) Plan surged - up 184.1% during 2022, from $2M to $4M. Reported net income was $3M.
How have Whele Hr LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whele Hr LLC's sponsor-wide assets grew 32.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Perch 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bland Landscaping Company, Inc. 401(k) Profit Sharing Plan & Trust in NC ($4M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Perch 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (204 participants, $32M 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 843768562.

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.