401(k) · DOL Form 5500 · 2023

WHITTLESEA-BELL 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1,746
Participants Near avg headcount
55th
Percentile by assets National rank
$4,759
Avg per participant Low balance/head
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Official DOL plan name: Whittlesea-Bell Retirement 401(k) Plan · Sponsored by WHITTLESEA-BELL · Nevada · Transportation & Warehousing

$8M in assets, 1,746 participants

WHITTLESEA-BELL's Whittlesea-Bell Retirement 401(k) Plan reported $8M in total assets and 1,746 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,857 in Transportation & Warehousing (3,362 peers)

Coverage in Nevada

Whittlesea-Bell Retirement 401(k) Plan covers 1,746 participants in Nevada, 2.7x the typical Nevada plan (state average ~636 per filing). Assets: $8M.

#1,857
in Transportation & Warehousing (3,362 peers)
+4.9%
assets growth YoY

Whittlesea-Bell Retirement 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Whittlesea-Bell Retirement 401(k) Plan vs every filed plan by assets

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

$8,310,082 Top 45% higher than 55% 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

Whittlesea-Bell Retirement 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. Whittlesea-Bell Retirement 401(k) Plan lands in the large band (1,746 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whittlesea-Bell Retirement 401(k) Plan reported net income rose from -$693K in the plan year 2022 filing to $389K in the plan year 2023 filing.
  • Whittlesea-Bell Retirement 401(k) Plan reported participants fell from 1,886 in the plan year 2022 filing to 1,746 in the plan year 2023 filing.
  • Whittlesea-Bell Retirement 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 880113298 · WHITTLESEA-BELL PY 2023 · 401(k)

Whittlesea-Bell Retirement 401(k) Plan · $8M · 1,746 · 55th

  • VS-ST $8M
  • VS-ST 1,746
  • VS-ST 55th
  • VS-ST 401(k)
  • VS-ST near Tribridge Residential 401(k) Plan
  • VS-ST ind #1857

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 Transportation & Warehousing retirement plans → · Plans in Nevada →

Whittlesea-Bell Retirement 401(k) Plan in the asset neighbourhood

Whittlesea-Bell Retirement 401(k) PlanWhittlesea-Bell Retirement 4…$8MTribridge Residential 401(k) PlanTribridge Residential 401(k)…$8MJavs Employee Retirement Plan$8MHawksoft 401(k) Plan$8MPathway 401(k) Profit Sharing PlanPathway 401(k) Profit Sharin…$8M
End-of-year total assets ($M) among Whittlesea-Bell Retirement 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nevada filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$389K
Employer EIN880113298
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WHITTLESEA-BELL)

Sponsor-wide plan assets over time

All WHITTLESEA-BELL plans reported in each filing year

Latest sponsor-wide plan assets
$8M 1.735928452065027% vs 2022
2024 filing year
$7.6M$7.8M$8M$8.2M$8.4M 202220232024 $7.92M $7.78M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 1,886 $8M
2023 1 1,746 $8M
2024 1 1,739 $8M

Nearby 401(k) Plans in Nevada

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

Whittlesea-Bell Retirement 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Whittlesea-Bell Retirement 401(k) Plan, Total assets ($B): 0.008310082 · Participants: 1746Whittlesea-Bell Retirement 401(k) PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Whittlesea-Bell Retirement 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Whittlesea-Bell Retirement 401(k) Plan side-by-side with 3 peers →

Whittlesea-Bell Retirement 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Tribridge Residential 401(k) Plan in GA ($8M); by covered participants it is Covenant Surgical Partners Inc. 401(k) Plan in TN (1,746 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (1,746 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 Whittlesea-Bell Retirement 401(k) Plan assets move in 2023? ▼
Whittlesea-Bell Retirement 401(k) Plan edged up modestly - up 4.9% during 2023, from $8M to $8M. Reported net income was $389K.
How have WHITTLESEA-BELL plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), WHITTLESEA-BELL's sponsor-wide assets declined 1.7%, from $8M to $8M.
Which 401(k) plans are similar in size to Whittlesea-Bell Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tribridge Residential 401(k) Plan in GA ($8M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Whittlesea-Bell Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Covenant Surgical Partners Inc. 401(k) Plan in TN (1,746 participants, $68M 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 880113298.

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.