Profit Sharing · DOL Form 5500 · 2023

Whitfield School Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
80
Participants Small participant base
73rd
Percentile by assets National rank
$248,589
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whitfield School Retirement Savings Plan · Sponsored by Whitfield School · Missouri · Educational Services

$20M in assets, 80 participants

Whitfield School's Whitfield School Retirement Savings Plan reported $20M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,069 in Educational Services (3,735 peers)

2023 asset change

Whitfield School Retirement Savings Plan grew at a solid clip 9.7% in 2023 ($18M → $20M) for 80 participants.

#2,069
in Educational Services (3,735 peers)
+9.7%
assets growth YoY

Whitfield School Retirement Savings Plan's outsized position by total assets

Whitfield School Retirement Savings Plan vs every filed plan by assets

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

$19,887,129 Top 27% higher than 73% 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 School Retirement Savings 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 School Retirement Savings Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitfield School Retirement Savings Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Whitfield School Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Whitfield School Retirement Savings Plan reported participants fell from 82 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 430911366 · Whitfield School PY 2023 · Profit Sharing

Whitfield School Retirement Savings Plan · $20M · 80 · 73rd

  • SCH $20M
  • EBSA 80
  • PART 73rd
  • TYPE Profit Sharing
  • NET near Plaza Provision Company Profit Sharing Plan
  • BOOK ind #2069

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 Educational Services retirement plans → · Plans in Missouri →

Whitfield School Retirement Savings Plan in the asset neighbourhood

Dunwoody College of Technology Employees' Savings PlanDunwoody College of Technolo…$20MMeadville Medical Center Defined Contribution Retirement PlanMeadville Medical Center Def…$20MWhitfield School Retirement Savings PlanWhitfield School Retirement …$20MPlaza Provision Company Profit Sharing PlanPlaza Provision Company Prof…$20MThomas, Bennett & Hunter, Inc. Employee Profit Sharing PlanThomas, Bennett & Hunter, In…$20M
End-of-year total assets ($M) among Whitfield School Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Whitfield School years around the 2023 move

Sponsor-wide plan assets over time

All Whitfield School plans reported in each filing year

Latest sponsor-wide plan assets
$18M 1.6544735002984308% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $18.1M $18.4M ▲ +1.7%
Year Plans Participants Total Assets
2022 1 82 $18M
2023 1 80 $20M
2024 1 81 $18M

2023 asset-move particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN430911366
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Missouri

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Whitfield School Retirement Savings Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Whitfield School Retirement Savings Plan, Total assets ($B): 0.019887129 · Participants: 80Whitfield School Retirement Savings PlanBoilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
Whitfield School Retirement Savings Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Whitfield School Retirement Savings Plan side-by-side with 3 peers →

Whitfield School Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Plaza Provision Company Profit Sharing Plan in PR ($20M); by covered participants it is Medical Center Emergency Services Retirement Savings Thrift Plan in MI (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 School Retirement Savings Plan assets move in 2023? ▼
Whitfield School Retirement Savings Plan grew at a solid clip - up 9.7% during 2023, from $18M to $20M. Reported net income was $2M.
How have Whitfield School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitfield School's sponsor-wide assets grew 1.7%, from $18M to $18M.
Which Profit Sharing plans are similar in size to Whitfield School Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plaza Provision Company Profit Sharing Plan in PR ($20M, 563 participants).
Which Profit Sharing plans cover a similar participant headcount to Whitfield School Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Medical Center Emergency Services Retirement Savings Thrift Plan in MI (80 participants, $133M 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 430911366.

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.