401(k) · DOL Form 5500 · 2023

Whalley Computer Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
200
Participants Below avg headcount
77th
Percentile by assets National rank
$133,842
Avg per participant Near avg balance/head
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Official DOL plan name: Whalley Computer Associates, Inc. 401(k) Plan · Sponsored by Whalley Computer Associates, Inc. · Massachusetts · Professional & Technical Services

$27M in assets, 200 participants

Whalley Computer Associates, Inc.'s Whalley Computer Associates, Inc. 401(k) Plan reported $27M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,831 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Whalley Computer Associates, Inc. 401(k) Plan covers 200 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.

#15,831
in Professional & Technical Services (20,321 peers)
+27.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Whalley Computer Associates, Inc. 401(k) Plan's outsized position by total assets

Whalley Computer Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$26,768,470 Top 23% higher than 77% 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

Whalley Computer Associates, 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. Whalley Computer Associates, Inc. 401(k) Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whalley Computer Associates, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Whalley Computer Associates, Inc. 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Whalley Computer Associates, Inc. 401(k) Plan reported participants rose from 179 in the plan year 2022 filing to 200 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042902969 · Whalley Computer Associates, Inc. PY 2023 · 401(k)

Whalley Computer Associates, Inc. 401(k) Plan · $27M · 200 · 77th

  • BOOK $27M
  • BOOK 200
  • BOOK 77th
  • BOOK 401(k)
  • BOOK near Toyota Connected North America, Inc. 401(k) Plan
  • BOOK ind #15831

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 Massachusetts →

Whalley Computer Associates, Inc. 401(k) Plan in the asset neighbourhood

Whalley Computer Associates, Inc. 401(k) PlanWhalley Computer Associates,…$27MToyota Connected North America, Inc. 401(k) PlanToyota Connected North Ameri…$27MTn Americas Holdings Inc. 401(k) Retirement Savings PlanTn Americas Holdings Inc. 40…$27MDunham's Athleisure Corporation 401(k) Savings & Retirement PlanDunham's Athleisure Corporat…$27MOwen Industries, Inc. Profit Sharing & 401(k) PlanOwen Industries, Inc. Profit…$27M
End-of-year total assets ($M) among Whalley Computer Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$27M
Net Income$6M
Employer EIN042902969
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whalley Computer Associates, Inc.)

Sponsor-wide plan assets over time

All Whalley Computer Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 43.96641382768957% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.1M $30.3M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 179 $21M
2023 1 200 $27M
2024 1 216 $30M

Nearby 401(k) Plans in Massachusetts

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

Whalley Computer Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Whalley Computer Associates, Inc. 401(k) Plan, Total assets ($B): 0.02676847 · Participants: 200Whalley Computer Associates, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Whalley Computer Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Whalley Computer Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Whalley Computer Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Toyota Connected North America, Inc. 401(k) Plan in TX ($27M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Whalley Computer Associates, Inc. 401(k) Plan assets move in 2023? ▼
Whalley Computer Associates, Inc. 401(k) Plan grew sharply - up 27.1% during 2023, from $21M to $27M. Reported net income was $6M.
How have Whalley Computer Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whalley Computer Associates, Inc.'s sponsor-wide assets grew 44.0%, from $21M to $30M.
Where does Whalley Computer Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Whalley Computer Associates, Inc. 401(k) Plan ranks in the 77th 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 Whalley Computer Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Toyota Connected North America, Inc. 401(k) Plan in TX ($27M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Whalley Computer Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants, $443 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 042902969.

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.