401(k) · DOL Form 5500 · 2022

Whaley Construction, LLC 401(k) Plan

Data updated 2026-08-25

$343K
Total assets Small plan by assets
128
Participants Small participant base
15th
Percentile by assets National rank
$2,677
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Whaley Construction, LLC 401(k) Plan · Sponsored by Whaley Construction, LLC · Tennessee · Construction

$343K in assets, 128 participants

Whaley Construction, LLC's Whaley Construction, LLC 401(k) Plan reported $343K in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,300 in Construction (9,927 peers)

Coverage in Tennessee

Whaley Construction, LLC 401(k) Plan covers 128 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $343K.

#1,300
in Construction (9,927 peers)
+7.2%
assets growth YoY

Whaley Construction, LLC 401(k) Plan among the smaller filed plans by assets

Whaley Construction, LLC 401(k) Plan vs every filed plan by assets

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

$342,710 15th percentile higher than 15% 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

Whaley Construction, LLC 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. Whaley Construction, LLC 401(k) Plan sits mid-pack in the medium band (128 participants).

EBSA filing schedule strip

Filing strip 471958039 · Whaley Construction, LLC PY 2022 · 401(k)

Whaley Construction, LLC 401(k) Plan · $343K · 128 · 15th

  • 5500 $343K
  • 5500 128
  • 5500 15th
  • 5500 401(k)
  • 5500 near Heilig Home Improvements, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #1300

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 Construction retirement plans → · Plans in Tennessee →

Whaley Construction, LLC 401(k) Plan in the asset neighbourhood

Whaley Construction, LLC 401(k) PlanWhaley Construction, LLC 401…$343KHeilig Home Improvements, Inc. 401(k) Profit Sharing PlanHeilig Home Improvements, In…$343KJim Jackson Law Firm, Inc. 401(k) Profit Sharing PlanJim Jackson Law Firm, Inc. 4…$343KJames F Carrington 401(k) Profit Sharing Plan & TrustJames F Carrington 401(k) Pr…$343KNew York Home Health Holdings 401(k) Profit Sharing PlanNew York Home Health Holding…$343K
End-of-year total assets ($M) among Whaley Construction, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$320K
Net Assets (End of Year)$343K
Net Income$23K
Employer EIN471958039
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Whaley Construction, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Whaley Construction, LLC 401(k) Plan, Total assets ($B): 0.00034271 · Participants: 128Whaley Construction, LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Whaley Construction, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Whaley Construction, LLC 401(k) Plan side-by-side with 3 peers →

Whaley Construction, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Heilig Home Improvements, Inc. 401(k) Profit Sharing Plan in GA ($343K); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Whaley Construction, LLC 401(k) Plan assets move in 2022? ▼
Whaley Construction, LLC 401(k) Plan grew at a solid clip - up 7.2% during 2022, from $320K to $343K. Reported net income was $23K.
Where does Whaley Construction, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Whaley Construction, LLC 401(k) Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Whaley Construction, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heilig Home Improvements, Inc. 401(k) Profit Sharing Plan in GA ($343K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Whaley Construction, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 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 471958039.

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.