401(k) · DOL Form 5500 · 2023

Whele Hr LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
188
Participants Below avg headcount
53rd
Percentile by assets National rank
$40,620
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Perch 401(k) Plan · Sponsored by Whele Hr LLC · Delaware · Professional & Technical Services

$8M in assets, 188 participants

Whele Hr LLC's Perch 401(k) Plan reported $8M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,409 in Professional & Technical Services (20,321 peers)

Coverage in Delaware

Perch 401(k) Plan covers 188 participants in Delaware, about 35% of the average Delaware filer (state average ~536 per filing). Assets: $8M.

#10,409
in Professional & Technical Services (20,321 peers)
+73.2%
assets growth YoY

Perch 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Perch 401(k) Plan vs every filed plan by assets

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

$7,636,562 Top 47% higher than 53% 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

Perch 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perch 401(k) Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perch 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Perch 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Perch 401(k) Plan reported participants fell from 204 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 843768562 · Whele Hr LLC PY 2023 · 401(k)

Perch 401(k) Plan · $8M · 188 · 53rd

  • TYPE $8M
  • TYPE 188
  • TYPE 53rd
  • TYPE 401(k)
  • TYPE near Pat Obrien Chevrolet 401(k) Plan
  • TYPE ind #10409

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 Delaware →

Perch 401(k) Plan in the asset neighbourhood

Perch 401(k) Plan$8MPat Obrien Chevrolet 401(k) PlanPat Obrien Chevrolet 401(k) …$8MTweezerman International 401(k) PlanTweezerman International 401…$8MInnogy E-Mobility US 401(k) Profit Sharing PlanInnogy E-Mobility US 401(k) …$8MGts Technology Solutions, Inc. 401(k) PlanGts Technology Solutions, In…$8M
End-of-year total assets ($M) among Perch 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN843768562
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whele Hr LLC)

Sponsor-wide plan assets over time

All Whele Hr LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.94524062798408% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.41M $5.86M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 204 $4M
2023 1 188 $8M
2024 1 151 $6M

Nearby 401(k) Plans in Delaware

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

Perch 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Perch 401(k) Plan, Total assets ($B): 0.007636562 · Participants: 188Perch 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Perch 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Perch 401(k) Plan side-by-side with 3 peers →

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

Outside Delaware, the nearest 401(k) by assets is Pat Obrien Chevrolet 401(k) Plan in OH ($8M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Perch 401(k) Plan assets move in 2023? ▼
Perch 401(k) Plan surged - up 73.2% during 2023, from $4M to $8M. Reported net income was $3M.
How have Whele Hr LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whele Hr LLC's sponsor-wide assets grew 32.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Perch 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pat Obrien Chevrolet 401(k) Plan in OH ($8M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Perch 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 843768562.

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.