401(k) · DOL Form 5500 · 2023
Whitcraft LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $52,561
- Avg per participant Low balance/head
Official DOL plan name: Whitcraft -Utica Bargained 401(k) Plan · Sponsored by Whitcraft LLC · New York · Manufacturing
$5M in assets, 96 participants
Whitcraft LLC's Whitcraft -Utica Bargained 401(k) Plan reported $5M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #5,194 in Manufacturing (18,722 peers)
2023 asset change
Whitcraft -Utica Bargained 401(k) Plan grew at a solid clip 13.6% in 2023 ($4M → $5M) for 96 participants.
- #5,194
- in Manufacturing (18,722 peers)
- +13.6%
- assets growth YoY
Whitcraft -Utica Bargained 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Whitcraft -Utica Bargained 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,045,885 44th percentile higher than 44% 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 -Utica 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 -Utica Bargained 401(k) Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Whitcraft -Utica Bargained 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $606K in the plan year 2023 filing.
- Whitcraft -Utica Bargained 401(k) Plan reported participants rose from 69 in the plan year 2022 filing to 96 in the plan year 2023 filing.
- Whitcraft -Utica Bargained 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 133369796 · Whitcraft LLC PY 2023 · 401(k)
Whitcraft -Utica Bargained 401(k) Plan · $5M · 96 · 44th
- PART $5M
- TYPE 96
- NET 44th
- BOOK 401(k)
- VS-ST near Akron Zoological Park 401(k) Plan
- BOY ind #5194
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 New York →
Whitcraft -Utica Bargained 401(k) Plan in the asset neighbourhood
Whitcraft LLC years around the 2023 move
Sponsor-wide plan assets over time
All Whitcraft LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 9.361403913330943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $4M |
| 2023 | 1 | 96 | $5M |
| 2024 | 1 | 133 | $5M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $606K |
| Employer EIN | 133369796 |
| Plan Effective Date | 1990-11-13 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Whitcraft -Utica Bargained 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Akron Zoological Park 401(k) Plan in OH ($5M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Akron Zoological Park 401(k) Plan (OH) $5M · 148
- Renegade 401(k) Plan (TX) $5M · 438
- Forus 401(k) (IL) $5M · 521
- N Cell Systems Inc 401(k) Plan (MN) $5M · 8
Similar participant headcount
Nearest other-state filings by covered participants (96 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.