401(k) · DOL Form 5500 · 2024

Whittier Employee Resources Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
1,472
Participants Near avg headcount
80th
Percentile by assets National rank
$25,059
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whittier Employee Resources Inc. 401(k) Plan · Sponsored by Whittier Employee Resources Inc. · Massachusetts · Professional & Technical Services

$37M in assets, 1,472 participants

Whittier Employee Resources Inc.'s Whittier Employee Resources Inc. 401(k) Plan reported $37M in total assets and 1,472 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,287 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Whittier Employee Resources Inc. 401(k) Plan covers 1,472 participants in Massachusetts, 2.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $37M.

#16,287
in Professional & Technical Services (20,173 peers)
+5.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Whittier Employee Resources Inc. 401(k) Plan's outsized position by total assets

Whittier Employee Resources Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$36,887,486 Top 20% higher than 80% of 123,620 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 2024

Whittier Employee Resources Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whittier Employee Resources Inc. 401(k) Plan lands in the large band (1,472 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whittier Employee Resources Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Whittier Employee Resources Inc. 401(k) Plan reported participants rose from 1,354 in the plan year 2023 filing to 1,472 in the plan year 2024 filing.
  • Whittier Employee Resources Inc. 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 262549460 · Whittier Employee Resources Inc. PY 2024 · 401(k)

Whittier Employee Resources Inc. 401(k) Plan · $37M · 1,472 · 80th

  • SCH $37M
  • SCH 1,472
  • SCH 80th
  • SCH 401(k)
  • SCH near Aerostar International, LLC 401(k) Plan
  • SCH ind #16287

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 Massachusetts →

Whittier Employee Resources Inc. 401(k) Plan in the asset neighbourhood

Whittier Employee Resources Inc. 401(k) PlanWhittier Employee Resources …$37MAerostar International, LLC 401(k) PlanAerostar International, LLC …$37MPsi 401(k) Plan$37ME.D. Bullard Company Profit Sharing and Salary Deferral PlanE.D. Bullard Company Profit …$37MGlenview Capital Management LLC Profit Sharing TrustGlenview Capital Management …$37M
End-of-year total assets ($M) among Whittier Employee Resources Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

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

Sponsor Plan History (Whittier Employee Resources Inc.)

Sponsor-wide plan assets over time

All Whittier Employee Resources Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 20.163437321587157% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.7M $36.9M ▲ +20.2%
Year Plans Participants Total Assets
2022 1 1,373 $31M
2023 1 1,354 $35M
2024 1 1,472 $37M

Nearby 401(k) Plans in Massachusetts

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

Whittier Employee Resources Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Whittier Employee Resources Inc. 401(k) Plan, Total assets ($B): 0.036887486 · Participants: 1472Whittier Employee Resources Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Whittier Employee Resources Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Whittier Employee Resources Inc. 401(k) Plan side-by-side with 3 peers →

Whittier Employee Resources Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Aerostar International, LLC 401(k) Plan in SD ($37M); by covered participants it is Jrn, Inc. 401(k) Plan in TN (1,472 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,472 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Whittier Employee Resources Inc. 401(k) Plan assets move in 2024? ▼
Whittier Employee Resources Inc. 401(k) Plan grew at a solid clip - up 5.4% during 2024, from $35M to $37M. Reported net income was $2M.
How have Whittier Employee Resources Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whittier Employee Resources Inc.'s sponsor-wide assets grew 20.2%, from $31M to $37M.
Where does Whittier Employee Resources Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Whittier Employee Resources Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Whittier Employee Resources Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aerostar International, LLC 401(k) Plan in SD ($37M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Whittier Employee Resources Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jrn, Inc. 401(k) Plan in TN (1,472 participants, $8M in assets).

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.

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.