401(k) · DOL Form 5500 · 2022
The Whole Child 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $31,904
- Avg per participant Low balance/head
Official DOL plan name: The Whole Child 401(k) Plan · Sponsored by The Whole Child · California · Healthcare & Social Assistance
$5M in assets, 152 participants
The Whole Child's The Whole Child 401(k) Plan reported $5M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #11,128 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
The Whole Child 401(k) Plan covers 152 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $5M.
- #11,128
- in Healthcare & Social Assistance (20,060 peers)
- +6.9%
- assets growth YoY
The Whole Child 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Whole Child 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,849,465 Top 50% higher than 50% 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
The Whole Child 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. The Whole Child 401(k) Plan sits mid-pack in the medium band (152 participants).
EBSA filing schedule strip
Filing strip 952031148 · The Whole Child PY 2022 · 401(k)
The Whole Child 401(k) Plan · $5M · 152 · 50th
- NET $5M
- NET 152
- NET 50th
- NET 401(k)
- NET near Rockport Roll Shop 401(k) Retirement Plan
- NET ind #11128
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 California →
The Whole Child 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $312K |
| Employer EIN | 952031148 |
| Plan Effective Date | 2008-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Whole Child)
Sponsor-wide plan assets over time
All The Whole Child plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 35.16924031826191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $5M |
| 2023 | 1 | 143 | $6M |
| 2024 | 1 | 174 | $7M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
The Whole Child 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Rockport Roll Shop 401(k) Retirement Plan in IN ($5M); by covered participants it is Advanced Technologies and Laboratories (Atl) International, Inc. 401(k) Plan in MD (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 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.