401(k) · DOL Form 5500 · 2023

520748-01 R.O. Whitesell & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
33
Participants Small participant base
57th
Percentile by assets National rank
$284,749
Avg per participant High balance/head
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Official DOL plan name: R.O. Whitesell & Associates, Inc. Employees' Retirement Plan · Sponsored by 520748-01 R.O. Whitesell & Associates, Inc. · Indiana · Wholesale Trade

$9M in assets, 33 participants

520748-01 R.O. Whitesell & Associates, Inc.'s R.O. Whitesell & Associates, Inc. Employees' Retirement Plan reported $9M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,082 in Wholesale Trade (6,309 peers)

520748-01 R.O. Whitesell & Associates, Inc. multi-year trail

520748-01 R.O. Whitesell & Associates, Inc.'s plans moved +16.8% in assets from 2022 to 2023; this filing shows R.O. Whitesell & Associates, Inc. Employees' Retirement Plan at $9M / 33 participants.

#3,082
in Wholesale Trade (6,309 peers)
+16.8%
assets growth YoY

R.O. Whitesell & Associates, Inc. Employees' Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

R.O. Whitesell & Associates, Inc. Employees' Retirement Plan vs every filed plan by assets

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

$9,396,701 Top 43% higher than 57% 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

R.O. Whitesell & Associates, Inc. Employees' Retirement 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. R.O. Whitesell & Associates, Inc. Employees' Retirement Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R.O. Whitesell & Associates, Inc. Employees' Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • R.O. Whitesell & Associates, Inc. Employees' Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • R.O. Whitesell & Associates, Inc. Employees' Retirement Plan reported participants rose from 32 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 351998487 · 520748-01 R.O. Whitesell & Associates, Inc. PY 2023 · 401(k)

R.O. Whitesell & Associates, Inc. Employees' Retirement Plan · $9M · 33 · 57th

  • PART $9M
  • PART 33
  • PART 57th
  • PART 401(k)
  • PART near Furlani Foods, LLC Savings & Retirement Plan
  • PART ind #3082

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 Wholesale Trade retirement plans → · Plans in Indiana →

R.O. Whitesell & Associates, Inc. Employees' Retirement Plan in the asset neighbourhood

R.O. Whitesell & Associates, Inc. Employees' Retirement PlanR.O. Whitesell & Associates,…$9MFurlani Foods, LLC Savings & Retirement PlanFurlani Foods, LLC Savings &…$9MSun Mechanical Contracting, Inc. 401(k) Retirement PlanSun Mechanical Contracting, …$9MInstalled Building Solutions II, LLC 401(k) ProfitInstalled Building Solutions…$9MInterstate Oil Co. Savings & Retirement PlanInterstate Oil Co. Savings &…$9M
End-of-year total assets ($M) among R.O. Whitesell & Associates, Inc. Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

520748-01 R.O. Whitesell & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All 520748-01 R.O. Whitesell & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 16.831465155712692% vs 2022
2023 filing year
$7.5M$8M$8.5M$9M$9.5M$10M 20222023 $8.04M $9.4M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 32 $8M
2023 1 33 $9M

520748-01 R.O. Whitesell & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN351998487
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

R.O. Whitesell & Associates, Inc. Employees' Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants R.O. Whitesell & Associates, Inc. Employees' Retirement Plan, Total assets ($B): 0.009396701 · Participants: 33R.O. Whitesell & Associates, Inc. Employees' Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
R.O. Whitesell & Associates, Inc. Employees' Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare R.O. Whitesell & Associates, Inc. Employees' Retirement Plan side-by-side with 3 peers →

R.O. Whitesell & Associates, Inc. Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Furlani Foods, LLC Savings & Retirement Plan in WI ($9M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 R.O. Whitesell & Associates, Inc. Employees' Retirement Plan assets move in 2023? ▼
R.O. Whitesell & Associates, Inc. Employees' Retirement Plan grew sharply - up 16.8% during 2023, from $8M to $9M. Reported net income was $1M.
How have 520748-01 R.O. Whitesell & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), 520748-01 R.O. Whitesell & Associates, Inc.'s sponsor-wide assets grew 16.8%, from $8M to $9M.
Which 401(k) plans are similar in size to R.O. Whitesell & Associates, Inc. Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Furlani Foods, LLC Savings & Retirement Plan in WI ($9M, 205 participants).
Which 401(k) plans cover a similar participant headcount to R.O. Whitesell & Associates, Inc. Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 351998487.

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.