401(k) · DOL Form 5500 · 2022

Whipsaw, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
30
Participants Small participant base
60th
Percentile by assets National rank
$260,020
Avg per participant Above avg balance/head
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Official DOL plan name: Whipsaw, Inc. 401(k) Plan · Sponsored by Whipsaw, Inc. · California · Professional & Technical Services

$8M in assets, 30 participants

Whipsaw, Inc.'s Whipsaw, Inc. 401(k) Plan reported $8M in total assets and 30 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.

  • #12,486 in Professional & Technical Services (21,562 peers)

2022 asset change

Whipsaw, Inc. 401(k) Plan pulled back noticeably 12.9% in 2022 ($9M → $8M) for 30 participants.

#12,486
in Professional & Technical Services (21,562 peers)
-12.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Whipsaw, Inc. 401(k) Plan vs every filed plan by assets

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

$7,800,598 Top 40% higher than 60% 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

Whipsaw, Inc. 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. Whipsaw, Inc. 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

DOL schedule card

Filing strip 943336059 · Whipsaw, Inc. PY 2022 · 401(k)

Whipsaw, Inc. 401(k) Plan · $8M · 30 · 60th

  • IND $8M
  • IND 30
  • IND 60th
  • IND 401(k)
  • IND near Fishbowl Solutions Retirement Plan
  • IND ind #12486

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 California →

Whipsaw, Inc. 401(k) Plan in the asset neighbourhood

Whipsaw, Inc. 401(k) Plan$8MFishbowl Solutions Retirement PlanFishbowl Solutions Retiremen…$8MPark Place Surgical Hospital 401(k) Plan and TrustPark Place Surgical Hospital…$8MHolland Roofing, Inc. 401(k) PlanHolland Roofing, Inc. 401(k)…$8MSchilling Brothers Lumber & Hardware, Inc. Profit Sharing PlanSchilling Brothers Lumber & …$8M
End-of-year total assets ($M) among Whipsaw, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Whipsaw, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Whipsaw, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.168578614101125% vs 2022
2024 filing year
$7.6M$7.8M$8M$8.2M$8.4M$8.6M 202220232024 $7.8M $8.36M ▲ +7.2%
Year Plans Participants Total Assets
2022 1 30 $8M
2023 1 26 $8M
2024 1 22 $8M

2022 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN943336059
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Whipsaw, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Whipsaw, Inc. 401(k) Plan, Total assets ($B): 0.007800598 · Participants: 30Whipsaw, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Whipsaw, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Whipsaw, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Fishbowl Solutions Retirement Plan in UT ($8M); by covered participants it is Spark451 Inc. 401(k) Plan in NY (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Whipsaw, Inc. 401(k) Plan assets move in 2022? ▼
Whipsaw, Inc. 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Whipsaw, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whipsaw, Inc.'s sponsor-wide assets grew 7.2%, from $8M to $8M.
Which 401(k) plans are similar in size to Whipsaw, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fishbowl Solutions Retirement Plan in UT ($8M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Whipsaw, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spark451 Inc. 401(k) Plan in NY (30 participants, 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 943336059.

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.