401(k) · DOL Form 5500 · 2024
Whitherward Dream, Inc. 401(k) Plan
Data updated 2026-08-25
- $381K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $76,170
- Avg per participant Below avg balance/head
Official DOL plan name: Whitherward Dream, Inc. 401(k) Profit Sharing Plan · Sponsored by Whitherward Dream, Inc. · Illinois · Other Services
$381K in assets, 5 participants
Whitherward Dream, Inc.'s Whitherward Dream, Inc. 401(k) Profit Sharing Plan reported $381K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #2,569 in Other Services (7,719 peers)
Whitherward Dream, Inc. multi-year trail
Whitherward Dream, Inc.'s plans moved +49.9% in assets from 2022 to 2024; this filing shows Whitherward Dream, Inc. 401(k) Profit Sharing Plan at $381K / 5 participants.
- #2,569
- in Other Services (7,719 peers)
- -4.5%
- assets change YoY
The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Whitherward Dream, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Whitherward Dream, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$380,852 15th percentile higher than 15% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Whitherward Dream, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitherward Dream, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whitherward Dream, Inc. 401(k) Profit Sharing Plan reported net income fell from $145K in the plan year 2023 filing to -$18K in the plan year 2024 filing.
- Whitherward Dream, Inc. 401(k) Profit Sharing Plan reported participants fell from 10 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Whitherward Dream, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $399K in the plan year 2023 filing to $381K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 833096049 · Whitherward Dream, Inc. PY 2024 · 401(k)
Whitherward Dream, Inc. 401(k) Profit Sharing Plan · $381K · 5 · 15th
- ASSETS $381K
- PCT 5
- EIN 15th
- RANK 401(k)
- PHOTO near P & P Insurance & Financial Group Retirement Plan
- IND ind #2569
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 Other Services retirement plans → · Plans in Illinois →
Whitherward Dream, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Whitherward Dream, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Whitherward Dream, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $381K 49.913992292764725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $254K |
| 2023 | 1 | 10 | $399K |
| 2024 | 1 | 5 | $381K |
Whitherward Dream, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $399K |
|---|---|
| Net Assets (End of Year) | $381K |
| Net Income | -$18K |
| Employer EIN | 833096049 |
| Plan Effective Date | 2019-01-11 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Whitherward Dream, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is P & P Insurance & Financial Group Retirement Plan in FL ($381K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($381K here).
- P & P Insurance & Financial Group Retirement Plan (FL) $381K · 2
- Second Draught Fermentary Investment Plan (IA) $381K · N/A
- Oshkosh Supplies, Inc. 401(k) Plan (WI) $381K · 4
- Dan-Mn Retirement Plan (MN) $381K · 28
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.