401(k) · DOL Form 5500 · 2022

Whelen Engineering Company, Inc 401(k) Plan

Data updated 2026-08-25

$132M
Total assets Near avg plan size
1,302
Participants Near avg headcount
94th
Percentile by assets National rank
$101,175
Avg per participant Below avg balance/head
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Official DOL plan name: Whelen Engineering Company, Inc. 401(k) Plan · Sponsored by Whelen Engineering Company, Inc · Connecticut · Manufacturing

$132M in assets, 1,302 participants

Whelen Engineering Company, Inc's Whelen Engineering Company, Inc. 401(k) Plan reported $132M in total assets and 1,302 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #18,713 in Manufacturing (20,602 peers)

Where Whelen Engineering Company, Inc. 401(k) Plan sits by assets

Whelen Engineering Company, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $132M for 1,302 participants (~$101,175/participant), down 14.3% in 2022.

#18,713
in Manufacturing (20,602 peers)
-14.3%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whelen Engineering Company, Inc. 401(k) Plan's outsized position by total assets

Whelen Engineering Company, Inc. 401(k) Plan vs every filed plan by assets

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

$131,729,818 Top 6% higher than 94% 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

Whelen Engineering Company, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whelen Engineering Company, Inc. 401(k) Plan lands in the large band (1,302 participants).

DOL schedule card

Filing strip 060725110 · Whelen Engineering Company, Inc PY 2022 · 401(k)

Whelen Engineering Company, Inc. 401(k) Plan · $132M · 1,302 · 94th

  • RANK $132M
  • RANK 1,302
  • RANK 94th
  • RANK 401(k)
  • RANK near Oclc Matching Thrift Plan
  • RANK ind #18713

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 Manufacturing retirement plans → · Plans in Connecticut →

Whelen Engineering Company, Inc. 401(k) Plan in the asset neighbourhood

Asc Engineered Solutions, LLC Retirement Savings PlanAsc Engineered Solutions, LL…$132MOclc Matching Thrift Plan$132MWhelen Engineering Company, Inc. 401(k) PlanWhelen Engineering Company, …$132MSartorius 401(k) Savings Plan$132MThe Shape Family of Companies Retirement PlanThe Shape Family of Companie…$132M
End-of-year total assets ($M) among Whelen Engineering Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$132M
Net Income-$22M
Employer EIN060725110
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whelen Engineering Company, Inc)

Sponsor-wide plan assets over time

All Whelen Engineering Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$186M 41.263717528251654% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $132M $186M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 1,302 $132M
2023 2 2,482 $158M
2024 1 1,528 $186M

Nearby 401(k) Plans in Connecticut

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

Whelen Engineering Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Whelen Engineering Company, Inc. 401(k) Plan, Total assets ($B): 0.131729818 · Participants: 1302Whelen Engineering Company, Inc. 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Whelen Engineering Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Whelen Engineering Company, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Oclc Matching Thrift Plan in OH ($132M); by covered participants it is Great Northern Corporation Retirement Savings Plan in WI (1,302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($132M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,302 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 Whelen Engineering Company, Inc. 401(k) Plan assets move in 2022? ▼
Whelen Engineering Company, Inc. 401(k) Plan pulled back noticeably - down 14.3% during 2022, from $154M to $132M. Reported net income was -$22M.
How have Whelen Engineering Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whelen Engineering Company, Inc's sponsor-wide assets grew 41.3%, from $132M to $186M.
Where does Whelen Engineering Company, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Whelen Engineering Company, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Whelen Engineering Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oclc Matching Thrift Plan in OH ($132M, 811 participants).
Which 401(k) plans cover a similar participant headcount to Whelen Engineering Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Great Northern Corporation Retirement Savings Plan in WI (1,302 participants, $265M 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 060725110.

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.