Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Whittaker Corporation Employees' Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Whittaker Corporation, a Delaware Corporation · California · Manufacturing

What the 2023 filing shows

Whittaker Corporation Employees' Pension Plan holds $67M for 27 participants — about $2.5M per participant, down 25.8% over the 2022 plan year.

$67M
total plan assets (2022 EOY)
27
covered participants
$2.5M
avg assets per participant
-25.8%
assets change YoY

The plan reported a net loss of $21M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$67M
Participants
27
State
Industry
Manufacturing

What the Filing Says About Whittaker Corporation Employees' Pension Plan

Whittaker Corporation Employees' Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Whittaker Corporation, a Delaware Corporation, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $67M in total end-of-year assets and covers 27 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 954033076, and the plan has been effective since 1967-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $91M at the beginning of 2022 to $67M at year-end — a decline of 25.8%. Net assets (after liabilities) closed the year at $67M, with reported net income of $-21,224,755 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$91M
Total Assets (End of Year)$67M
Net Assets (End of Year)$67M
Net Income$-21,224,755
Plan TypeDefined Benefit (Pension)
Employer EIN954033076
Plan Effective Date1967-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whittaker Corporation, a Delaware Corporation)

Year Plans Participants Total Assets
2022 1 27 $67M
2023 1 25 N/A

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Whittaker Corporation Employees' Pension Plan?
As of the 2022 Form 5500 filing, Whittaker Corporation Employees' Pension Plan holds $67M in total assets with 27 participants. It is sponsored by Whittaker Corporation, a Delaware Corporation.
What type of plan is Whittaker Corporation Employees' Pension Plan?
Whittaker Corporation Employees' Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1967-11-01. The plan is filed with the U.S. Department of Labor under EIN 954033076.
Who sponsors the Whittaker Corporation Employees' Pension Plan?
Whittaker Corporation Employees' Pension Plan is sponsored by Whittaker Corporation, a Delaware Corporation, located in California. The sponsor's EIN is 954033076 and the plan operates in the Manufacturing industry.
How did Whittaker Corporation Employees' Pension Plan perform in 2022?
Whittaker Corporation Employees' Pension Plan declined by 25.8% during 2022, moving from $91M to $67M in total assets. Net income was $-21,224,755.
Where can I find official filings for Whittaker Corporation Employees' Pension Plan?
Official Form 5500 filings for Whittaker Corporation Employees' Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 954033076 or plan name at efast.dol.gov.
How does Whittaker Corporation Employees' Pension Plan compare to other plans?
You can compare Whittaker Corporation Employees' Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 954033076.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.