401(k) · DOL Form 5500 · 2023

Whelen Engineering Company, Inc 401(k) Plan

Data updated 2026-08-25

$158M
Total assets Near avg plan size
1,412
Participants Near avg headcount
94th
Percentile by assets National rank
$112,042
Avg per participant Below avg balance/head
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Official DOL plan name: Whelen Engineering Company, Inc. 401(k) Plan · Sponsored by Whelen Engineering Company, Inc · Connecticut · Manufacturing

$158M in assets, 1,412 participants

Whelen Engineering Company, Inc's Whelen Engineering Company, Inc. 401(k) Plan reported $158M in total assets and 1,412 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,944 in Manufacturing (18,722 peers)

Where Whelen Engineering Company, Inc. 401(k) Plan sits by assets

Whelen Engineering Company, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $158M for 1,412 participants (~$112,042/participant), up 20.1% in 2023.

#16,944
in Manufacturing (18,722 peers)
+20.1%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Whelen Engineering Company, Inc. 401(k) Plan's outsized position by total assets

Whelen Engineering Company, Inc. 401(k) Plan vs every filed plan by assets

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

$158,203,235 Top 6% higher than 94% 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

Whelen Engineering Company, 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. Whelen Engineering Company, Inc. 401(k) Plan lands in the large band (1,412 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whelen Engineering Company, Inc. 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Whelen Engineering Company, Inc. 401(k) Plan end-of-year assets rose from $132M in the plan year 2022 filing to $158M in the plan year 2023 filing.
  • Whelen Engineering Company, Inc. 401(k) Plan reported participants rose from 1,302 in the plan year 2022 filing to 1,412 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060725110 · Whelen Engineering Company, Inc PY 2023 · 401(k)

Whelen Engineering Company, Inc. 401(k) Plan · $158M · 1,412 · 94th

  • BOY $158M
  • SCH 1,412
  • EBSA 94th
  • PART 401(k)
  • TYPE near Ent Credit Union 401(k) Retirement Plan
  • NET ind #16944

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 Manufacturing retirement plans → · Plans in Connecticut →

Whelen Engineering Company, Inc. 401(k) Plan in the asset neighbourhood

Trilogy Management Services, LLC Retirement Savings PlanTrilogy Management Services,…$158MArnall Golden Gregory LLP Self-Employed Persons Retirement PlanArnall Golden Gregory LLP Se…$158MWhelen Engineering Company, Inc. 401(k) PlanWhelen Engineering Company, …$158MEnt Credit Union 401(k) Retirement PlanEnt Credit Union 401(k) Reti…$158MBall Horticultural Company Profit Sharing Retirement PlanBall Horticultural Company P…$158M
End-of-year total assets ($M) among Whelen Engineering Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$158M
Net Income$26M
Employer EIN060725110
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whelen Engineering Company, Inc)

Sponsor-wide plan assets over time

All Whelen Engineering Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$186M 41.263717528251654% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $132M $186M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 1,302 $132M
2023 2 2,482 $158M
2024 1 1,528 $186M

Nearby 401(k) Plans in Connecticut

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

Whelen Engineering Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Whelen Engineering Company, Inc. 401(k) Plan, Total assets ($B): 0.158203235 · Participants: 1412Whelen Engineering Company, Inc. 401(k) 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
Whelen Engineering Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Whelen Engineering Company, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Ent Credit Union 401(k) Retirement Plan in CO ($158M); by covered participants it is Roskam Baking Company Hourly Employees' Retirement Savings Plan in MI (1,412 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,412 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 Whelen Engineering Company, Inc. 401(k) Plan assets move in 2023? ▼
Whelen Engineering Company, Inc. 401(k) Plan grew sharply - up 20.1% during 2023, from $132M to $158M. Reported net income was $26M.
How have Whelen Engineering Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whelen Engineering Company, Inc's sponsor-wide assets grew 41.3%, from $132M to $186M.
Where does Whelen Engineering Company, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Whelen Engineering Company, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Whelen Engineering Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ent Credit Union 401(k) Retirement Plan in CO ($158M, 1,374 participants).
Which 401(k) plans cover a similar participant headcount to Whelen Engineering Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roskam Baking Company Hourly Employees' Retirement Savings Plan in MI (1,412 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 060725110.

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.