401(k) · DOL Form 5500 · 2023

Whittier Employee Resources Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
1,354
Participants Near avg headcount
81st
Percentile by assets National rank
$25,846
Avg per participant Low balance/head
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Official DOL plan name: Whittier Employee Resources Inc. 401(k) Plan · Sponsored by Whittier Employee Resources Inc. · Massachusetts · Professional & Technical Services

$35M in assets, 1,354 participants

Whittier Employee Resources Inc.'s Whittier Employee Resources Inc. 401(k) Plan reported $35M in total assets and 1,354 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,667 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Whittier Employee Resources Inc. 401(k) Plan covers 1,354 participants in Massachusetts, 2.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $35M.

#16,667
in Professional & Technical Services (20,321 peers)
+14.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Whittier Employee Resources Inc. 401(k) Plan's outsized position by total assets

Whittier Employee Resources Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$34,995,261 Top 19% higher than 81% of 127,068 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 2023

Whittier Employee Resources Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whittier Employee Resources Inc. 401(k) Plan lands in the large band (1,354 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whittier Employee Resources Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Whittier Employee Resources Inc. 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Whittier Employee Resources Inc. 401(k) Plan reported participants fell from 1,373 in the plan year 2022 filing to 1,354 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 262549460 · Whittier Employee Resources Inc. PY 2023 · 401(k)

Whittier Employee Resources Inc. 401(k) Plan · $35M · 1,354 · 81st

  • ASSETS $35M
  • PCT 1,354
  • EIN 81st
  • RANK 401(k)
  • PHOTO near Stonemor Retirement and Savings Plan
  • IND ind #16667

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Whittier Employee Resources Inc. 401(k) Plan in the asset neighbourhood

Whittier Employee Resources Inc. 401(k) PlanWhittier Employee Resources …$35MStonemor Retirement and Savings PlanStonemor Retirement and Savi…$35MDental365 401(k) Plan$35MWalter & Haverfield LLP Profit Sharing Retirement PlanWalter & Haverfield LLP Prof…$35MWunderkind 401(k) Plan$35M
End-of-year total assets ($M) among Whittier Employee Resources Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN262549460
Plan Effective Date2007-01-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Whittier Employee Resources Inc.)

Sponsor-wide plan assets over time

All Whittier Employee Resources Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 20.163437321587157% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.7M $36.9M ▲ +20.2%
Year Plans Participants Total Assets
2022 1 1,373 $31M
2023 1 1,354 $35M
2024 1 1,472 $37M

Nearby 401(k) Plans in Massachusetts

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

Whittier Employee Resources Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Whittier Employee Resources Inc. 401(k) Plan, Total assets ($B): 0.034995261 · Participants: 1354Whittier Employee Resources Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Whittier Employee Resources Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Whittier Employee Resources Inc. 401(k) Plan side-by-side with 3 peers →

Whittier Employee Resources Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Stonemor Retirement and Savings Plan in FL ($35M); by covered participants it is Liebherr-America Inc. Pension Plan in VA (1,354 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,354 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Whittier Employee Resources Inc. 401(k) Plan assets move in 2023? ▼
Whittier Employee Resources Inc. 401(k) Plan grew at a solid clip - up 14.0% during 2023, from $31M to $35M. Reported net income was $4M.
How have Whittier Employee Resources Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whittier Employee Resources Inc.'s sponsor-wide assets grew 20.2%, from $31M to $37M.
Where does Whittier Employee Resources Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Whittier Employee Resources Inc. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Whittier Employee Resources Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stonemor Retirement and Savings Plan in FL ($35M, 1,895 participants).
Which 401(k) plans cover a similar participant headcount to Whittier Employee Resources Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liebherr-America Inc. Pension Plan in VA (1,354 participants, $223M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262549460.

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.