401(k) · DOL Form 5500 · 2023

Whitlam Group, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 109
Participants Small participant base: 59th
Percentile by assets National rank: $93,196
Avg per participant Below avg balance/head

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Official DOL plan name: Whitlam Group 401(k) Plan · Sponsored by Whitlam Group, Inc. · Michigan · Manufacturing

$10M in assets, 109 participants

Whitlam Group, Inc.'s Whitlam Group 401(k) Plan reported $10M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

#8,471 in Manufacturing (18,722 peers)

Coverage in Michigan

Whitlam Group 401(k) Plan covers 109 participants in Michigan, about 17% of the average Michigan filer (state average ~638 per filing). Assets: $10M.

#8,471
in Manufacturing (18,722 peers): +13.2%
assets growth YoY

Whitlam Group 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Whitlam Group 401(k) Plan vs every filed plan by assets

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

$10,158,386 Top 41% higher than 59% 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

Whitlam Group 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. Whitlam Group 401(k) Plan sits mid-pack in the medium band (109 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%)

Whitlam Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Whitlam Group 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 381855016 · Whitlam Group, Inc. PY 2023 · 401(k)

Whitlam Group 401(k) Plan · $10M · 109 · 59th

RANK $10M
PHOTO 109
IND 59th
EOY 401(k)
5500 near United Dairy, Inc. 401(k) Plan
ASSETS ind #8471

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 Michigan →

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

Michigan filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$10M
Net Income	$1M
Employer EIN	381855016
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Whitlam Group, Inc.)

Latest sponsor-wide plan assets: $12M 29.231987707630978% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	110	$9M
2023	1	109	$10M
2024	1	116	$12M

Nearby 401(k) Plans in Michigan

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

Whitlam Group 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195

Compare Whitlam Group 401(k) Plan side-by-side with 3 peers →

Whitlam Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is United Dairy, Inc. 401(k) Plan in OH ($10M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

United Dairy, Inc. 401(k) Plan (OH) $10M · 115
West Alabama Anesthesia, LLC 401(k) Profit Sharing Plan (AL) $10M · 4
Tackle.Io, Inc. 401(k) Plan (ID) $10M · 294
International Franchise Association 401(k) Profit Sharing Plan (DC) $10M · 36

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

Mcmanis & Monsalve Associates Profit Sharing Plan (MD) 109 · 0 off
Identity Management Services Organization, LLC 401(k) Plan (CA) 109 · 0 off
Allegheny Petroleum Products, Co. 401(k) Profit Sharing Plan (PA) 109 · 0 off
Dupree Plumbing, Co. 401(k) Plan (GA) 109 · 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 Whitlam Group 401(k) Plan assets move in 2023? ▼

Whitlam Group 401(k) Plan grew at a solid clip - up 13.2% during 2023, from $9M to $10M. Reported net income was $1M.

How have Whitlam Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Whitlam Group, Inc.'s sponsor-wide assets grew 29.2%, from $9M to $12M.

Which 401(k) plans are similar in size to Whitlam Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is United Dairy, Inc. 401(k) Plan in OH ($10M, 115 participants).

Which 401(k) plans cover a similar participant headcount to Whitlam Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 381855016.