401(k) · DOL Form 5500 · 2024

Whalar Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
134
Participants Small participant base
46th
Percentile by assets National rank
$45,731
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whalar 401(k) Plan · Sponsored by Whalar Inc · New York · Professional & Technical Services

$6M in assets, 134 participants

Whalar Inc's Whalar 401(k) Plan reported $6M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,818 in Professional & Technical Services (20,173 peers)

Coverage in New York

Whalar 401(k) Plan covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $6M.

#8,818
in Professional & Technical Services (20,173 peers)
+49.0%
assets growth YoY

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

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

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

$6,127,953 46th percentile higher than 46% 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

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whalar 401(k) Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whalar 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Whalar 401(k) Plan reported participants fell from 149 in the plan year 2023 filing to 134 in the plan year 2024 filing.
  • Whalar 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364879504 · Whalar Inc PY 2024 · 401(k)

Whalar 401(k) Plan · $6M · 134 · 46th

  • PHOTO $6M
  • IND 134
  • EOY 46th
  • 5500 401(k)
  • ASSETS near Norcal Ambulance 401(k) Plan and Trust
  • PCT ind #8818

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 New York →

Whalar 401(k) Plan in the asset neighbourhood

Whalar 401(k) Plan$6MNorcal Ambulance 401(k) Plan and TrustNorcal Ambulance 401(k) Plan…$6MOncocyte 401(k) Plan$6MBericap Sc, LLC 401(k) Plan$6MOnesource Employer Services, Inc. Retirement Savings PlanOnesource Employer Services,…$6M
End-of-year total assets ($M) among Whalar 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN364879504
Plan Effective Date2018-06-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Whalar Inc)

Sponsor-wide plan assets over time

All Whalar Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 48.95730303539295% vs 2023
2024 filing year
$3M$4M$5M$6M$7M 20232024 $4.11M $6.13M ▲ +49.1%
Year Plans Participants Total Assets
2023 1 149 $4M
2024 1 134 $6M

Nearby 401(k) Plans in New York

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

Whalar 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Whalar 401(k) Plan, Total assets ($B): 0.006127953 · Participants: 134Whalar 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Whalar 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Whalar 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Norcal Ambulance 401(k) Plan and Trust in CA ($6M); by covered participants it is Consumertrack, Inc. 401(k) Profit Sharing Plan in CA (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Whalar 401(k) Plan assets move in 2024? ▼
Whalar 401(k) Plan surged - up 49.0% during 2024, from $4M to $6M. Reported net income was $2M.
How have Whalar Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Whalar Inc's sponsor-wide assets grew 49.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Whalar 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Norcal Ambulance 401(k) Plan and Trust in CA ($6M, 843 participants).
Which 401(k) plans cover a similar participant headcount to Whalar 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumertrack, Inc. 401(k) Profit Sharing Plan in CA (134 participants, $11M 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 364879504.

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.