401(k) · DOL Form 5500 · 2022
Whelen Engineering Company, Inc 401(k) Plan
Data updated 2026-08-11
- $132M
- Total assets
- 1,302
- Participants
- 94th
- Percentile by assets
- $101,175
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $132M
- total plan assets (2022 EOY)
- 1,302
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $101,175
- avg assets per participant
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.
Where Whelen Engineering Company, Inc. 401(k) Plan sits 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
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 vs the 2022 asset distribution
By assets, Whelen Engineering Company, Inc. 401(k) Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | -$22M |
| Employer EIN | 060725110 |
| Plan Effective Date | 2001-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whelen Engineering Company, Inc)
| 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
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Whelen Engineering Company, Inc. 401(k) Plan by total assets, not by location.
- Oclc Matching Thrift Plan (OH) $132M · 811
- Asc Engineered Solutions, LLC Retirement Savings Plan (NH) $132M · 1,502
- Sartorius 401(k) Savings Plan (NY) $132M · 1,235
- The Shape Family of Companies Retirement Plan (MI) $132M · 2,016
Frequently Asked Questions
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Ways to act on Whelen Engineering Company, Inc. 401(k) Plan's numbers.
- By total assets, Whelen Engineering Company, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Whelen Engineering Company, Inc's sponsor-wide assets have grown 41.3% since 2022 across 3 plan years on file. More Manufacturing plans