401(k) · DOL Form 5500 · 2023

Whipsaw, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
26
Participants Small participant base
55th
Percentile by assets National rank
$320,886
Avg per participant High balance/head
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Official DOL plan name: Whipsaw, Inc. 401(k) Plan · Sponsored by Whipsaw, Inc. · California · Professional & Technical Services

$8M in assets, 26 participants

Whipsaw, Inc.'s Whipsaw, Inc. 401(k) Plan reported $8M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,811 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Whipsaw, Inc. 401(k) Plan holds $8M for 26 participants - about $320,886 per participant, above the median plan by assets.

#10,811
in Professional & Technical Services (20,321 peers)
+7.0%
assets growth YoY

Whipsaw, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Whipsaw, Inc. 401(k) Plan vs every filed plan by assets

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

$8,343,048 Top 45% higher than 55% 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

Whipsaw, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whipsaw, Inc. 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whipsaw, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $542K in the plan year 2023 filing.
  • Whipsaw, Inc. 401(k) Plan reported participants fell from 30 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Whipsaw, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943336059 · Whipsaw, Inc. PY 2023 · 401(k)

Whipsaw, Inc. 401(k) Plan · $8M · 26 · 55th

  • PCT $8M
  • EIN 26
  • RANK 55th
  • PHOTO 401(k)
  • IND near Wylie Manufacturing Ps & 401(k) Plan
  • EOY ind #10811

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 →

Whipsaw, Inc. 401(k) Plan in the asset neighbourhood

Whipsaw, Inc. 401(k) Plan$8MWylie Manufacturing Ps & 401(k) PlanWylie Manufacturing Ps & 401…$8MCma Retirement Plan$8MEsm Consulting Engineers, LLC Salary Savings PlanEsm Consulting Engineers, LL…$8MDaily Harvest 401(k) Plan$8M
End-of-year total assets ($M) among Whipsaw, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$542K
Employer EIN943336059
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whipsaw, Inc.)

Sponsor-wide plan assets over time

All Whipsaw, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.168578614101125% vs 2022
2024 filing year
$7.6M$7.8M$8M$8.2M$8.4M$8.6M 202220232024 $7.8M $8.36M ▲ +7.2%
Year Plans Participants Total Assets
2022 1 30 $8M
2023 1 26 $8M
2024 1 22 $8M

Nearby 401(k) Plans in California

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

Whipsaw, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Whipsaw, Inc. 401(k) Plan, Total assets ($B): 0.008343048 · Participants: 26Whipsaw, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Whipsaw, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Whipsaw, Inc. 401(k) Plan side-by-side with 3 peers →

Whipsaw, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wylie Manufacturing Ps & 401(k) Plan in TX ($8M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

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 Whipsaw, Inc. 401(k) Plan assets move in 2023? ▼
Whipsaw, Inc. 401(k) Plan grew at a solid clip - up 7.0% during 2023, from $8M to $8M. Reported net income was $542K.
How have Whipsaw, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whipsaw, Inc.'s sponsor-wide assets grew 7.2%, from $8M to $8M.
Which 401(k) plans are similar in size to Whipsaw, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wylie Manufacturing Ps & 401(k) Plan in TX ($8M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Whipsaw, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 943336059.

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.