401(k) · DOL Form 5500 · 2022
Whalen Wellness Inc. 401(k) Plan
Data updated 2026-08-25
- $317K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $317,040
- Avg per participant High balance/head
Official DOL plan name: The Whalen Group Trust · Sponsored by Whalen Wellness Inc. · Idaho · Other Services
$317K in assets, 1 participants
Whalen Wellness Inc.'s The Whalen Group Trust reported $317K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 14th 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.
- #2,585 in Other Services (8,398 peers)
2022 asset change
The Whalen Group Trust contracted severely 89.4% in 2022 ($3M → $317K) for 1 participant.
- #2,585
- in Other Services (8,398 peers)
- -89.4%
- 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.
The Whalen Group Trust among the smaller filed plans by assets
The Whalen Group Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$317,040 14th percentile higher than 14% 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
The Whalen Group Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Whalen Group Trust is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 844374390 · Whalen Wellness Inc. PY 2022 · 401(k)
The Whalen Group Trust · $317K · 1 · 14th
- ASSETS $317K
- ASSETS 1
- ASSETS 14th
- ASSETS 401(k)
- ASSETS near Pennock Hospital 401(a) Retirement Plan
- ASSETS ind #2585
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 Other Services retirement plans → · Plans in Idaho →
The Whalen Group Trust in the asset neighbourhood
Whalen Wellness Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Whalen Wellness Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $336K 5.9172344183699215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $317K |
| 2023 | 1 | 1 | $316K |
| 2024 | 1 | 1 | $336K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $317K |
| Net Income | -$3M |
| Employer EIN | 844374390 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $2.8B · 9,161
- Idaho National Laboratory Employee Investment Plan $1.9B · 5,961
- Simplot Retirement Savings Plan $1.1B · 7,817
- Idaho Power Company Employee Savings Plan $694M · 2,009
- Boise Cascade Company Savings Plan $536M · 3,405
The Whalen Group Trust's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is Pennock Hospital 401(a) Retirement Plan in MI ($317K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($317K here).
- Pennock Hospital 401(a) Retirement Plan (MI) $317K · 405
- Isp Corp 401(k) Plan (TN) $317K · 7
- Anik Pearson Architect, P. C. 401(k) Profit Sharing Plan (NY) $317K · 3
- Swg Painting, Inc. 401(k) Plan (OH) $317K · 3
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.