401(k) · DOL Form 5500 · 2022

Whitney Center, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
288
Participants Below avg headcount
57th
Percentile by assets National rank
$23,594
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whitney Center, Inc. Comprehensive Retirement Plan · Sponsored by Whitney Center, Inc. · Connecticut · Healthcare & Social Assistance

$7M in assets, 288 participants

Whitney Center, Inc.'s Whitney Center, Inc. Comprehensive Retirement Plan reported $7M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #12,621 in Healthcare & Social Assistance (20,060 peers)

Coverage in Connecticut

Whitney Center, Inc. Comprehensive Retirement Plan covers 288 participants in Connecticut, about 40% of the average Connecticut filer (state average ~718 per filing). Assets: $7M.

#12,621
in Healthcare & Social Assistance (20,060 peers)
-12.5%
assets change YoY

The plan reported a net loss of $971K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whitney Center, Inc. Comprehensive Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Whitney Center, Inc. Comprehensive Retirement Plan vs every filed plan by assets

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

$6,795,179 Top 43% higher than 57% 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

Whitney Center, Inc. Comprehensive Retirement 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. Whitney Center, Inc. Comprehensive Retirement Plan sits mid-pack in the medium band (288 participants).

Form 5500 schedule snapshot

Filing strip 060924891 · Whitney Center, Inc. PY 2022 · 401(k)

Whitney Center, Inc. Comprehensive Retirement Plan · $7M · 288 · 57th

  • RANK $7M
  • PHOTO 288
  • IND 57th
  • EOY 401(k)
  • 5500 near Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc.
  • ASSETS ind #12621

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Whitney Center, Inc. Comprehensive Retirement Plan in the asset neighbourhood

Whitney Center, Inc. Comprehensive Retirement PlanWhitney Center, Inc. Compreh…$7MSafe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc.Safe Harbor 401(k) Profit Sh…$7MThe James Skinner Co. 401(k) Retirement PlanThe James Skinner Co. 401(k)…$7MCourtesy Auto Group 401(k) Retirement PlanCourtesy Auto Group 401(k) R…$7MThe Market Basket 401(k) Retirement PlanThe Market Basket 401(k) Ret…$7M
End-of-year total assets ($M) among Whitney Center, Inc. Comprehensive Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$971K
Employer EIN060924891
Plan Effective Date2005-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitney Center, Inc.)

Sponsor-wide plan assets over time

All Whitney Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 33.12944368352916% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.8M $9.05M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 288 $7M
2023 1 321 $8M
2024 1 324 $9M

Nearby 401(k) Plans in Connecticut

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

Whitney Center, Inc. Comprehensive Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Whitney Center, Inc. Comprehensive Retirement Plan, Total assets ($B): 0.006795179 · Participants: 288Whitney Center, Inc. Comprehensive Retirement 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
Whitney Center, Inc. Comprehensive Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Whitney Center, Inc. Comprehensive Retirement Plan side-by-side with 3 peers →

Whitney Center, Inc. Comprehensive Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. in NY ($7M); by covered participants it is Echelon Property Group LLC 401(k) Plan in CO (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Whitney Center, Inc. Comprehensive Retirement Plan assets move in 2022? ▼
Whitney Center, Inc. Comprehensive Retirement Plan pulled back noticeably - down 12.5% during 2022, from $8M to $7M. Reported net income was -$971K.
How have Whitney Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitney Center, Inc.'s sponsor-wide assets grew 33.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Whitney Center, Inc. Comprehensive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. in NY ($7M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Whitney Center, Inc. Comprehensive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Echelon Property Group LLC 401(k) Plan in CO (288 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 060924891.

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.