Profit Sharing · DOL Form 5500 · 2023
Whitfield School Profit Sharing Plan
Data updated 2026-08-11
- $20M
- Total assets
- 80
- Participants
- 73rd
- Percentile by assets
- $248,589
- Avg per participant
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.
- 73rd percentile by assets (of 127,072 plans)
- #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.
- $20M
- total plan assets (2023 EOY)
- 80
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $248,589
- avg assets per participant
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.
2023 asset move for Whitfield School Retirement Savings Plan
Year over year, total assets grew at a solid clip from $18M at the start of 2023 to $20M at year-end (up 9.7%). Net assets closed at $20M; reported net income $2M.
Whitfield School years around the 2023 move
| 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 EIN | 430911366 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING 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
- Boilermakers National Annuity Trust $1.3B · 18,088
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $585M · 3,940
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan $394M · 3,338
- Iron Workers St. Louis District Council Annuity Trust Fund $363M · 4,927
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Whitfield School Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Whitfield School Retirement Savings Plan assets move in 2023? ▼
How have Whitfield School plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Whitfield School Retirement Savings Plan? ▼
Next read for Whitfield School Retirement Savings Plan
2023 change
Ways to act on Whitfield School Retirement Savings Plan's numbers.
- By total assets, Whitfield School Retirement Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
- Whitfield School's sponsor-wide assets have grown 1.7% since 2022 across 3 plan years on file. More Educational Services plans