401(k) · DOL Form 5500 · 2023

Whitworth Tool, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 161
Participants Small participant base: 53rd
Percentile by assets National rank: $48,659
Avg per participant Low balance/head

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Official DOL plan name: Whitworth Tool, Inc. 401(k) Plan · Sponsored by Whitworth Tool, Inc. · Kentucky · Manufacturing

$8M in assets, 161 participants

Whitworth Tool, Inc.'s Whitworth Tool, Inc. 401(k) Plan reported $8M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#7,179 in Manufacturing (18,722 peers)

Coverage in Kentucky

Whitworth Tool, Inc. 401(k) Plan covers 161 participants in Kentucky, about 25% of the average Kentucky filer (state average ~647 per filing). Assets: $8M.

#7,179
in Manufacturing (18,722 peers): +22.6%
assets growth YoY

Whitworth Tool, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$7,834,092 Top 47% higher than 53% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Whitworth Tool, Inc. 401(k) 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. Whitworth Tool, Inc. 401(k) Plan sits mid-pack in the medium band (161 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Whitworth Tool, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Whitworth Tool, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Whitworth Tool, Inc. 401(k) Plan reported participants fell from 164 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 611347638 · Whitworth Tool, Inc. PY 2023 · 401(k)

Whitworth Tool, Inc. 401(k) Plan · $8M · 161 · 53rd

5500 $8M
ASSETS 161
PCT 53rd
EIN 401(k)
RANK near Mtx Group 401(k) Plan
PHOTO ind #7179

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 Kentucky →

End-of-year total assets ($M) among Whitworth Tool, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	611347638
Plan Effective Date	2002-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Whitworth Tool, Inc.)

Latest sponsor-wide plan assets: $8M 20.53222705909486% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	164	$6M
2023	1	161	$8M
2024	1	110	$8M

Nearby 401(k) Plans in Kentucky

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

Whitworth Tool, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Whitworth Tool, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Mtx Group 401(k) Plan in TX ($8M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Mtx Group 401(k) Plan (TX) $8M · 263
Oil Changer, Inc. 401(k) Plan (CA) $8M · 484
The Santa Lucia Preserve Co. 401(k) Plan (CA) $8M · 172
Linear Motion Union 401(k) Plan (MI) $8M · 86

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

Kansas Crossing Casino, Lc 401(k) Plan (KS) 161 · 0 off
J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan (PA) 161 · 0 off
Burke Beverage, Inc. 401(k) Plan (IL) 161 · 0 off
Arrow Gear Incentive Savings Plan (NY) 161 · 0 off

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 Whitworth Tool, Inc. 401(k) Plan assets move in 2023? ▼

Whitworth Tool, Inc. 401(k) Plan grew sharply - up 22.6% during 2023, from $6M to $8M. Reported net income was $1M.

How have Whitworth Tool, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Whitworth Tool, Inc.'s sponsor-wide assets grew 20.5%, from $6M to $8M.

Which 401(k) plans are similar in size to Whitworth Tool, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mtx Group 401(k) Plan in TX ($8M, 263 participants).

Which 401(k) plans cover a similar participant headcount to Whitworth Tool, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 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 611347638.