401(k) · DOL Form 5500 · 2023

Whitcraft LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 67
Participants Small participant base: 40th
Percentile by assets National rank: $58,567
Avg per participant Low balance/head

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Official DOL plan name: Whitcraft-Cleveland Bargained 401(k) Plan · Sponsored by Whitcraft LLC · Connecticut · Manufacturing

$4M in assets, 67 participants

Whitcraft LLC's Whitcraft-Cleveland Bargained 401(k) Plan reported $4M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

#4,326 in Manufacturing (18,722 peers)

What the 2023 filing shows

Whitcraft-Cleveland Bargained 401(k) Plan holds $4M for 67 participants - about $58,567 per participant, in the lower half of filed plans by assets.

#4,326
in Manufacturing (18,722 peers): +7.5%
assets growth YoY

Whitcraft-Cleveland Bargained 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Whitcraft-Cleveland Bargained 401(k) Plan vs every filed plan by assets

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

$3,923,978 40th percentile higher than 40% 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

Whitcraft-Cleveland Bargained 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. Whitcraft-Cleveland Bargained 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

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%)

Whitcraft-Cleveland Bargained 401(k) Plan reported net income rose from -$586K in the plan year 2022 filing to $275K in the plan year 2023 filing.
Whitcraft-Cleveland Bargained 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 582642076 · Whitcraft LLC PY 2023 · 401(k)

Whitcraft-Cleveland Bargained 401(k) Plan · $4M · 67 · 40th

BOY $4M
BOY 67
BOY 40th
BOY 401(k)
BOY near Nims Associates, Inc. 401(k) Plan
BOY ind #4326

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 Connecticut →

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

Filing particulars (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$275K
Employer EIN	582642076
Plan Effective Date	2002-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Whitcraft LLC)

Latest sponsor-wide plan assets: $4M 7.961875249713771% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	67	$4M
2023	1	67	$4M
2024	1	67	$4M

Nearby 401(k) Plans in Connecticut

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

Whitcraft-Cleveland Bargained 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Whitcraft-Cleveland Bargained 401(k) Plan side-by-side with 3 peers →

Whitcraft-Cleveland Bargained 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Nims Associates, Inc. 401(k) Plan in CA ($4M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Nims Associates, Inc. 401(k) Plan (CA) $4M · 18
Flynn Zito Capital Management, LLC 401(k)Plan (NY) $4M · 12
Ag Consulting Partners 401(k) Plan (WA) $4M · 98
Ci Sport, Inc. 401(k) Plan (ND) $4M · 240

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

School Innovations & Achievement 401(k) Profit Sharing Plan (CA) 67 · 0 off
Southern Wealth Management 401(k) Plan (TX) 67 · 0 off
U.S. Sugar Co., LLC 401(k) Plan (NY) 67 · 0 off
The Exchange Bank of Alabama Retirement Plan (AL) 67 · 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 Whitcraft-Cleveland Bargained 401(k) Plan assets move in 2023? ▼

Whitcraft-Cleveland Bargained 401(k) Plan grew at a solid clip - up 7.5% during 2023, from $4M to $4M. Reported net income was $275K.

How have Whitcraft LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Whitcraft LLC's sponsor-wide assets grew 8.0%, from $4M to $4M.

Which 401(k) plans are similar in size to Whitcraft-Cleveland Bargained 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Nims Associates, Inc. 401(k) Plan in CA ($4M, 18 participants).

Which 401(k) plans cover a similar participant headcount to Whitcraft-Cleveland Bargained 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 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 582642076.