401(k) · DOL Form 5500 · 2022

Whidbey Island Trades, Inc. 401(k) Plan

Data updated 2026-08-25

$161K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$160,607
Avg per participant Above avg balance/head
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Official DOL plan name: Whidbey Island Trades, Inc. 401(k) Plan · Sponsored by Whidbey Island Trades, Inc. · Washington · Real Estate

$161K in assets, 1 participants

Whidbey Island Trades, Inc.'s Whidbey Island Trades, Inc. 401(k) Plan reported $161K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #685 in Real Estate (5,057 peers)

What the 2022 filing shows

Whidbey Island Trades, Inc. 401(k) Plan holds $161K for 1 participant - about $160,607 per participant, among the smaller plans by assets on file.

#685
in Real Estate (5,057 peers)
+4.9%
assets growth YoY

Whidbey Island Trades, Inc. 401(k) Plan among the smaller filed plans by assets

Whidbey Island Trades, Inc. 401(k) Plan vs every filed plan by assets

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

$160,607 9th percentile higher than 9% 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

Whidbey Island Trades, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whidbey Island Trades, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 844906170 · Whidbey Island Trades, Inc. PY 2022 · 401(k)

Whidbey Island Trades, Inc. 401(k) Plan · $161K · 1 · 9th

  • RANK $161K
  • PHOTO 1
  • IND 9th
  • EOY 401(k)
  • 5500 near Nx2 401(k) Plan
  • ASSETS ind #685

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 Real Estate retirement plans → · Plans in Washington →

Whidbey Island Trades, Inc. 401(k) Plan in the asset neighbourhood

Whidbey Island Trades, Inc. 401(k) PlanWhidbey Island Trades, Inc. …$161KNx2 401(k) Plan$161KLaw Office of Timothy F. Mcgoughran, L.L.C. Profit Sharing PlanLaw Office of Timothy F. Mcg…$161KToops Land Retirement Plan$161KNiche Food Group 401(k) Plan$161K
End-of-year total assets ($M) among Whidbey Island Trades, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$153K
Net Assets (End of Year)$161K
Net Income$7K
Employer EIN844906170
Plan Effective Date2020-02-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Whidbey Island Trades, Inc.)

Sponsor-wide plan assets over time

All Whidbey Island Trades, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$166K 3.642431525400512% vs 2022
2024 filing year
$0.14M$0.15M$0.16M$0.17M$0.18M 202220232024 $0.16M $0.17M ▲ +6.3%
Year Plans Participants Total Assets
2022 1 1 $161K
2023 1 1 $155K
2024 1 1 $166K

Nearby 401(k) Plans in Washington

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

Whidbey Island Trades, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Whidbey Island Trades, Inc. 401(k) Plan, Total assets ($B): 0.000160607 · Participants: 1Whidbey Island Trades, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Whidbey Island Trades, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Whidbey Island Trades, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Nx2 401(k) Plan in MA ($161K); 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 ($161K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Whidbey Island Trades, Inc. 401(k) Plan assets move in 2022? ▼
Whidbey Island Trades, Inc. 401(k) Plan edged up modestly - up 4.9% during 2022, from $153K to $161K. Reported net income was $7K.
How have Whidbey Island Trades, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whidbey Island Trades, Inc.'s sponsor-wide assets grew 3.6%, from $161K to $166K.
Where does Whidbey Island Trades, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Whidbey Island Trades, Inc. 401(k) Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Whidbey Island Trades, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nx2 401(k) Plan in MA ($161K, 128 participants).
Which 401(k) plans cover a similar participant headcount to Whidbey Island Trades, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 844906170.

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.