401(k)
2024 plan-year 401(k) DOL Form 5500

Whittier Employee Resources Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Whittier Employee Resources Inc. · Massachusetts · Professional & Technical Services

What the 2023 filing shows

Whittier Employee Resources Inc. 401(k) Plan holds $37M for 1,472 participants — about $25,059 per participant, up 5.4% over the 2024 plan year.

$37M
total plan assets (2024 EOY)
1,472
covered participants
$25,059
avg assets per participant
+5.4%
assets growth YoY
Total Assets (2023)
$37M
Participants
1,472
Industry
Professional & Technical Services

What the Filing Says About Whittier Employee Resources Inc. 401(k) Plan

Whittier Employee Resources Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Whittier Employee Resources Inc., headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $37M in total end-of-year assets and covers 1,472 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 262549460, and the plan has been effective since 2007-01-11. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $35M at the beginning of 2024 to $37M at year-end — a gain of 5.4%. Net assets (after liabilities) closed the year at $37M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$35M
Total Assets (End of Year)$37M
Net Assets (End of Year)$37M
Net Income$2M
Plan Type401(k)
Employer EIN262549460
Plan Effective Date2007-01-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Whittier Employee Resources Inc.)

Year Plans Participants Total Assets
2022 1 1,373 $31M
2023 1 1,354 $35M
2024 1 1,472 $37M

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Frequently Asked Questions

How much money is in the Whittier Employee Resources Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Whittier Employee Resources Inc. 401(k) Plan holds $37M in total assets with 1,472 participants. It is sponsored by Whittier Employee Resources Inc..
What type of plan is Whittier Employee Resources Inc. 401(k) Plan?
Whittier Employee Resources Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2007-01-11. The plan is filed with the U.S. Department of Labor under EIN 262549460.
Who sponsors the Whittier Employee Resources Inc. 401(k) Plan?
Whittier Employee Resources Inc. 401(k) Plan is sponsored by Whittier Employee Resources Inc., located in Massachusetts. The sponsor's EIN is 262549460 and the plan operates in the Professional & Technical Services industry.
How did Whittier Employee Resources Inc. 401(k) Plan perform in 2024?
Whittier Employee Resources Inc. 401(k) Plan grew by 5.4% during 2024, moving from $35M to $37M in total assets. Net income was $2M.
Where can I find official filings for Whittier Employee Resources Inc. 401(k) Plan?
Official Form 5500 filings for Whittier Employee Resources Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 262549460 or plan name at efast.dol.gov.
How does Whittier Employee Resources Inc. 401(k) Plan compare to other plans?
You can compare Whittier Employee Resources Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 262549460.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.