401(k) · DOL Form 5500 · 2023

The Whalen Company 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
127
Participants Small participant base
58th
Percentile by assets National rank
$77,169
Avg per participant Below avg balance/head
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Official DOL plan name: The Whalen Company 401(k) Plan · Sponsored by The Whalen Company · Maryland · Manufacturing

$10M in assets, 127 participants

The Whalen Company's The Whalen Company 401(k) Plan reported $10M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,292 in Manufacturing (18,722 peers)

Coverage in Maryland

The Whalen Company 401(k) Plan covers 127 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $10M.

#8,292
in Manufacturing (18,722 peers)
+9.6%
assets growth YoY

The Whalen Company 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

The Whalen Company 401(k) Plan vs every filed plan by assets

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

$9,800,481 Top 42% higher than 58% 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

The Whalen Company 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. The Whalen Company 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Whalen Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $857K in the plan year 2023 filing.
  • The Whalen Company 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520784012 · The Whalen Company PY 2023 · 401(k)

The Whalen Company 401(k) Plan · $10M · 127 · 58th

  • EIN $10M
  • RANK 127
  • PHOTO 58th
  • IND 401(k)
  • EOY near Barron Heating & Air Conditioning, Inc. 401(k)Profit Sharing Plan
  • 5500 ind #8292

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 Maryland →

The Whalen Company 401(k) Plan in the asset neighbourhood

The Whalen Company 401(k) PlanThe Whalen Company 401(k) Pl…$10MBarron Heating & Air Conditioning, Inc. 401(k)Profit Sharing PlanBarron Heating & Air Conditi…$10MBody Contour Centers, LLC 401(k) PlanBody Contour Centers, LLC 40…$10MTest Rite Products Corp 401(k) PlanTest Rite Products Corp 401(…$10MChawk Technology International Inc. 401(k) PlanChawk Technology Internation…$10M
End-of-year total assets ($M) among The Whalen Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$857K
Employer EIN520784012
Plan Effective Date2002-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Whalen Company)

Sponsor-wide plan assets over time

All The Whalen Company plans reported in each filing year

Latest sponsor-wide plan assets
$12M 30.435443786439702% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.94M $11.7M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 126 $9M
2023 1 127 $10M
2024 1 134 $12M

Nearby 401(k) Plans in Maryland

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

The Whalen Company 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Whalen Company 401(k) Plan, Total assets ($B): 0.009800481 · Participants: 127The Whalen Company 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
The Whalen Company 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare The Whalen Company 401(k) Plan side-by-side with 3 peers →

The Whalen Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Barron Heating & Air Conditioning, Inc. 401(k)Profit Sharing Plan in WA ($10M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 The Whalen Company 401(k) Plan assets move in 2023? ▼
The Whalen Company 401(k) Plan grew at a solid clip - up 9.6% during 2023, from $9M to $10M. Reported net income was $857K.
How have The Whalen Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Whalen Company's sponsor-wide assets grew 30.4%, from $9M to $12M.
Which 401(k) plans are similar in size to The Whalen Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barron Heating & Air Conditioning, Inc. 401(k)Profit Sharing Plan in WA ($10M, 194 participants).
Which 401(k) plans cover a similar participant headcount to The Whalen Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 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 520784012.

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.