401(k) · DOL Form 5500 · 2023
Whalar Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $27,610
- Avg per participant Low balance/head
Official DOL plan name: Whalar 401(k) Plan · Sponsored by Whalar Inc · California · Professional & Technical Services
$4M in assets, 149 participants
Whalar Inc's Whalar 401(k) Plan reported $4M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,762 in Professional & Technical Services (20,321 peers)
Coverage in California
Whalar 401(k) Plan covers 149 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $4M.
- #7,762
- in Professional & Technical Services (20,321 peers)
- +112.6%
- assets growth YoY
Whalar 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Whalar 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,113,899 41st percentile higher than 41% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Whalar 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whalar 401(k) Plan sits mid-pack in the medium band (149 participants).
Published 5500 schedule card
Filing strip 364879504 · Whalar Inc PY 2023 · 401(k)
Whalar 401(k) Plan · $4M · 149 · 41st
- TYPE $4M
- TYPE 149
- TYPE 41st
- TYPE 401(k)
- TYPE near Community Action Inc. of Central Texas 401(k) Retirement Plan
- TYPE ind #7762
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 California →
Whalar 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 364879504 |
| Plan Effective Date | 2018-06-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whalar Inc)
Sponsor-wide plan assets over time
All Whalar Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 48.95730303539295% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 149 | $4M |
| 2024 | 1 | 134 | $6M |
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 $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Whalar 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Community Action Inc. of Central Texas 401(k) Retirement Plan in TX ($4M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 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.