401(k) · DOL Form 5500 · 2022

Whalley Computer Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
179
Participants Small participant base
78th
Percentile by assets National rank
$117,636
Avg per participant Below avg balance/head
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Official DOL plan name: Whalley Computer Associates, Inc. 401(k) Plan · Sponsored by Whalley Computer Associates, Inc. · Massachusetts · Professional & Technical Services

$21M in assets, 179 participants

Whalley Computer Associates, Inc.'s Whalley Computer Associates, Inc. 401(k) Plan reported $21M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,892 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Whalley Computer Associates, Inc. 401(k) Plan covers 179 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.

#16,892
in Professional & Technical Services (21,562 peers)
-20.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whalley Computer Associates, Inc. 401(k) Plan's outsized position by total assets

Whalley Computer Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$21,056,880 Top 22% higher than 78% 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

Whalley Computer Associates, Inc. 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. Whalley Computer Associates, Inc. 401(k) Plan sits mid-pack in the medium band (179 participants).

Form 5500 schedule snapshot

Filing strip 042902969 · Whalley Computer Associates, Inc. PY 2022 · 401(k)

Whalley Computer Associates, Inc. 401(k) Plan · $21M · 179 · 78th

  • PCT $21M
  • EIN 179
  • RANK 78th
  • PHOTO 401(k)
  • IND near Mansueto Ventures, LLC 401(k) Plan
  • EOY ind #16892

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 Massachusetts →

Whalley Computer Associates, Inc. 401(k) Plan in the asset neighbourhood

Whalley Computer Associates, Inc. 401(k) PlanWhalley Computer Associates,…$21MMansueto Ventures, LLC 401(k) PlanMansueto Ventures, LLC 401(k…$21MSilvergate Bank 401(k) Retirement Savings PlanSilvergate Bank 401(k) Retir…$21MPha, LLC 401(k) Profit Sharing PlanPha, LLC 401(k) Profit Shari…$21MRefreshment Services, Inc. 401(k) PlanRefreshment Services, Inc. 4…$21M
End-of-year total assets ($M) among Whalley Computer Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$21M
Net Income-$5M
Employer EIN042902969
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whalley Computer Associates, Inc.)

Sponsor-wide plan assets over time

All Whalley Computer Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 43.96641382768957% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.1M $30.3M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 179 $21M
2023 1 200 $27M
2024 1 216 $30M

Nearby 401(k) Plans in Massachusetts

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

Whalley Computer Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Whalley Computer Associates, Inc. 401(k) Plan, Total assets ($B): 0.02105688 · Participants: 179Whalley Computer Associates, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Whalley Computer Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Whalley Computer Associates, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Mansueto Ventures, LLC 401(k) Plan in NY ($21M); by covered participants it is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Whalley Computer Associates, Inc. 401(k) Plan assets move in 2022? ▼
Whalley Computer Associates, Inc. 401(k) Plan declined sharply - down 20.0% during 2022, from $26M to $21M. Reported net income was -$5M.
How have Whalley Computer Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whalley Computer Associates, Inc.'s sponsor-wide assets grew 44.0%, from $21M to $30M.
Where does Whalley Computer Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Whalley Computer Associates, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Whalley Computer Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mansueto Ventures, LLC 401(k) Plan in NY ($21M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Whalley Computer Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 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 042902969.

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.