401(k) · DOL Form 5500 · 2023

Whelen Engineering Company, Inc 401(k) Plan

Data updated 2026-08-11

$158M
Total assets
1,412
Participants
94th
Percentile by assets
$112,042
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$158M
total plan assets (2023 EOY)
1,412
covered participants
94th
percentile by assets (of 127,072 plans)
$112,042
avg assets per participant

Where Whelen Engineering Company, Inc. 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Connecticut
Industry
Manufacturing

Whelen Engineering Company, Inc. 401(k) Plan vs the 2023 asset distribution

By assets, Whelen Engineering Company, Inc. 401(k) Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

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)

$120M$140M$160M$180M$200M 202220232024 $132M $186M ▲ +41.3%
Total plan assets by year, all Whelen Engineering Company, Inc plans on file
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

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 C…Rtx Savings PlanCiti Retirement Savi…The Hartford Investm…Xerox Corporation Sa…Eversource 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) … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Whelen Engineering Company, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Whelen Engineering Company, Inc. 401(k) …

Scale reading

Ways to act on Whelen Engineering Company, Inc. 401(k) Plan's numbers.

  • By total assets, Whelen Engineering Company, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
  • Whelen Engineering Company, Inc's sponsor-wide assets have grown 41.3% since 2022 across 3 plan years on file. More Manufacturing plans

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.