401(k) · DOL Form 5500 · 2023

Whitfield & Eddy P.L.C. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
83
Participants Small participant base
78th
Percentile by assets National rank
$330,825
Avg per participant High balance/head
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Official DOL plan name: Whitfield & Eddy P.L.C. 401(k) Plan · Sponsored by Whitfield & Eddy P.L.C. · Iowa · Professional & Technical Services

$27M in assets, 83 participants

Whitfield & Eddy P.L.C.'s Whitfield & Eddy P.L.C. 401(k) Plan reported $27M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,910 in Professional & Technical Services (20,321 peers)

Where Whitfield & Eddy P.L.C. 401(k) Plan sits by assets

Whitfield & Eddy P.L.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 83 participants (~$330,825/participant), up 12.6% in 2023.

#15,910
in Professional & Technical Services (20,321 peers)
+12.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Whitfield & Eddy P.L.C. 401(k) Plan's outsized position by total assets

Whitfield & Eddy P.L.C. 401(k) Plan vs every filed plan by assets

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

$27,458,473 Top 22% higher than 78% 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

Whitfield & Eddy P.L.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitfield & Eddy P.L.C. 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitfield & Eddy P.L.C. 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Whitfield & Eddy P.L.C. 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Whitfield & Eddy P.L.C. 401(k) Plan reported participants fell from 87 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420643980 · Whitfield & Eddy P.L.C. PY 2023 · 401(k)

Whitfield & Eddy P.L.C. 401(k) Plan · $27M · 83 · 78th

  • RANK $27M
  • PHOTO 83
  • IND 78th
  • EOY 401(k)
  • 5500 near Hope Gas Retirement Savings Plan
  • ASSETS ind #15910

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 Iowa →

Whitfield & Eddy P.L.C. 401(k) Plan in the asset neighbourhood

Mmc Holding of Brooklyn, Inc. 401(k) PlanMmc Holding of Brooklyn, Inc…$27MWhitfield & Eddy P.L.C. 401(k) PlanWhitfield & Eddy P.L.C. 401(…$27MHope Gas Retirement Savings PlanHope Gas Retirement Savings …$27MListrak, Inc. 401(k) Plan$27MDisa Global Solutions 401(k) PlanDisa Global Solutions 401(k)…$27M
End-of-year total assets ($M) among Whitfield & Eddy P.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN420643980
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitfield & Eddy P.L.C.)

Sponsor-wide plan assets over time

All Whitfield & Eddy P.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 33.236338594876365% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.4M $32.5M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 87 $24M
2023 1 83 $27M
2024 1 83 $32M

Nearby 401(k) Plans in Iowa

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

Whitfield & Eddy P.L.C. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Whitfield & Eddy P.L.C. 401(k) Plan, Total assets ($B): 0.027458473 · Participants: 83Whitfield & Eddy P.L.C. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Whitfield & Eddy P.L.C. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Whitfield & Eddy P.L.C. 401(k) Plan side-by-side with 3 peers →

Whitfield & Eddy P.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Hope Gas Retirement Savings Plan in WV ($27M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Whitfield & Eddy P.L.C. 401(k) Plan assets move in 2023? ▼
Whitfield & Eddy P.L.C. 401(k) Plan grew at a solid clip - up 12.6% during 2023, from $24M to $27M. Reported net income was $3M.
How have Whitfield & Eddy P.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitfield & Eddy P.L.C.'s sponsor-wide assets grew 33.2%, from $24M to $32M.
Where does Whitfield & Eddy P.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Whitfield & Eddy P.L.C. 401(k) Plan ranks in the 78th 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 Whitfield & Eddy P.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hope Gas Retirement Savings Plan in WV ($27M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Whitfield & Eddy P.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 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 420643980.

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.