401(k) · DOL Form 5500 · 2023

Whittlesey PC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
115
Participants Small participant base
82nd
Percentile by assets National rank
$325,704
Avg per participant High balance/head
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Official DOL plan name: Whittlesey PC 401(k) Retirement and Savings Plan · Sponsored by Whittlesey PC · Connecticut · Professional & Technical Services

$37M in assets, 115 participants

Whittlesey PC's Whittlesey PC 401(k) Retirement and Savings Plan reported $37M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,849 in Professional & Technical Services (20,321 peers)

Coverage in Connecticut

Whittlesey PC 401(k) Retirement and Savings Plan covers 115 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $37M.

#16,849
in Professional & Technical Services (20,321 peers)
+9.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Whittlesey PC 401(k) Retirement and Savings Plan's outsized position by total assets

Whittlesey PC 401(k) Retirement and Savings Plan vs every filed plan by assets

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

$37,455,909 Top 18% higher than 82% 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

Whittlesey PC 401(k) Retirement and Savings 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. Whittlesey PC 401(k) Retirement and Savings Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whittlesey PC 401(k) Retirement and Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Whittlesey PC 401(k) Retirement and Savings Plan reported participants fell from 128 in the plan year 2022 filing to 115 in the plan year 2023 filing.
  • Whittlesey PC 401(k) Retirement and Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060903326 · Whittlesey PC PY 2023 · 401(k)

Whittlesey PC 401(k) Retirement and Savings Plan · $37M · 115 · 82nd

  • NET $37M
  • BOOK 115
  • VS-ST 82nd
  • BOY 401(k)
  • SCH near Packaging Machinery Manufacturers Institute 401(k) and Profit Sharing Plan
  • EBSA ind #16849

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 Connecticut →

Whittlesey PC 401(k) Retirement and Savings Plan in the asset neighbourhood

Whittlesey PC 401(k) Retirement and Savings PlanWhittlesey PC 401(k) Retirem…$37MPt Solutions Holdings, LLC 401(k) PlanPt Solutions Holdings, LLC 4…$37MPackaging Machinery Manufacturers Institute 401(k) and Profit Sharing PlanPackaging Machinery Manufact…$37MCooper Companies, Inc. 401(k) Profit Sharing PlanCooper Companies, Inc. 401(k…$37MBrannan Sand and Gravel Company Savings PlanBrannan Sand and Gravel Comp…$37M
End-of-year total assets ($M) among Whittlesey PC 401(k) Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN060903326
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whittlesey PC)

Sponsor-wide plan assets over time

All Whittlesey PC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 33.68011185554722% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.2M $45.7M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 128 $34M
2023 1 115 $37M
2024 1 126 $46M

Nearby 401(k) Plans in Connecticut

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

Whittlesey PC 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Whittlesey PC 401(k) Retirement and Savings Plan, Total assets ($B): 0.037455909 · Participants: 115Whittlesey PC 401(k) Retirement and Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Whittlesey PC 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Whittlesey PC 401(k) Retirement and Savings Plan side-by-side with 3 peers →

Whittlesey PC 401(k) Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Packaging Machinery Manufacturers Institute 401(k) and Profit Sharing Plan in VA ($37M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Whittlesey PC 401(k) Retirement and Savings Plan assets move in 2023? ▼
Whittlesey PC 401(k) Retirement and Savings Plan grew at a solid clip - up 9.6% during 2023, from $34M to $37M. Reported net income was $3M.
How have Whittlesey PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whittlesey PC's sponsor-wide assets grew 33.7%, from $34M to $46M.
Where does Whittlesey PC 401(k) Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Whittlesey PC 401(k) Retirement and Savings Plan ranks in the 82nd 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 Whittlesey PC 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Packaging Machinery Manufacturers Institute 401(k) and Profit Sharing Plan in VA ($37M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Whittlesey PC 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants, N/A 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 060903326.

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.