401(k) · DOL Form 5500 · 2022

Whole Life, Inc. 401(k) Plan

Data updated 2026-08-25

$660K
Total assets Small plan by assets
313
Participants Below avg headcount
21st
Percentile by assets National rank
$2,109
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. · Sponsored by Whole Life, Inc. · Connecticut · Healthcare & Social Assistance

$660K in assets, 313 participants

Whole Life, Inc.'s 401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. reported $660K in total assets and 313 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,446 in Healthcare & Social Assistance (20,060 peers)

Coverage in Connecticut

401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. covers 313 participants in Connecticut, about 44% of the average Connecticut filer (state average ~718 per filing). Assets: $660K.

#3,446
in Healthcare & Social Assistance (20,060 peers)
+11.0%
assets growth YoY

401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. among the smaller filed plans by assets

401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. vs every filed plan by assets

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

$660,263 21st percentile higher than 21% 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

401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. 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. 401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. sits mid-pack in the medium band (313 participants).

Published 5500 schedule card

Filing strip 061204033 · Whole Life, Inc. PY 2022 · 401(k)

401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. · $660K · 313 · 21st

  • BOOK $660K
  • VS-ST 313
  • BOY 21st
  • SCH 401(k)
  • EBSA near West Coast Fitness LLC 401(k) Plan
  • PART ind #3446

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 →

401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. in the asset neighbourhood

401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc.401(k) Profit-Sharing Plan f…$660KWest Coast Fitness LLC 401(k) PlanWest Coast Fitness LLC 401(k…$660KBawa 401(k)$660KGuaranteed Transport Service, LLC 401(k) PlanGuaranteed Transport Service…$660KJsc Management Group LLC 401(k) PlanJsc Management Group LLC 401…$660K
End-of-year total assets ($M) among 401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$595K
Net Assets (End of Year)$660K
Net Income$65K
Employer EIN061204033
Plan Effective Date2017-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants 401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc., Total assets ($B): 0.000660263 · Participants: 313401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc.United 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
401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare 401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. side-by-side with 3 peers →

401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is West Coast Fitness LLC 401(k) Plan in CA ($660K); by covered participants it is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($660K here).

Similar participant headcount

Nearest other-state filings by covered participants (313 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 401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. assets move in 2022? ▼
401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. grew at a solid clip - up 11.0% during 2022, from $595K to $660K. Reported net income was $65K.
Where does 401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. rank by assets among Form 5500 filers? ▼
401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc. ranks in the 21st 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 401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is West Coast Fitness LLC 401(k) Plan in CA ($660K, 516 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit-Sharing Plan for Union Employees of Whole Life, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants, $43M 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 061204033.

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.