401(k) · DOL Form 5500 · 2024

Whipsaw, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 22
Participants Small participant base: 52nd
Percentile by assets National rank: $379,990
Avg per participant High balance/head

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Official DOL plan name: Whipsaw, Inc. 401(k) Plan · Sponsored by Whipsaw, Inc. · California · Professional & Technical Services

$8M in assets, 22 participants

Whipsaw, Inc.'s Whipsaw, Inc. 401(k) Plan reported $8M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

#10,113 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Whipsaw, Inc. 401(k) Plan holds $8M for 22 participants - about $379,990 per participant, above the median plan by assets.

#10,113
in Professional & Technical Services (20,173 peers): +0.2%
assets growth YoY

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

Whipsaw, Inc. 401(k) Plan vs every filed plan by assets

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

$8,359,790 Top 48% higher than 52% 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

Whipsaw, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whipsaw, Inc. 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Whipsaw, Inc. 401(k) Plan reported net income fell from $542K in the plan year 2023 filing to $17K in the plan year 2024 filing.
Whipsaw, Inc. 401(k) Plan reported participants fell from 26 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943336059 · Whipsaw, Inc. PY 2024 · 401(k)

Whipsaw, Inc. 401(k) Plan · $8M · 22 · 52nd

RANK $8M
RANK 22
RANK 52nd
RANK 401(k)
RANK near Keystops, LLC Employee Savings Plan
RANK ind #10113

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 California →

End-of-year total assets ($M) among Whipsaw, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$17K
Employer EIN	943336059
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Whipsaw, Inc.)

Latest sponsor-wide plan assets: $8M 7.168578614101125% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	30	$8M
2023	1	26	$8M
2024	1	22	$8M

Nearby 401(k) Plans in California

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

Whipsaw, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Whipsaw, Inc. 401(k) Plan side-by-side with 3 peers →

Whipsaw, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Keystops, LLC Employee Savings Plan in KY ($8M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Keystops, LLC Employee Savings Plan (KY) $8M · 269
Moldamatic, LLC Profit Sharing 401(k) Plan & Trust (PA) $8M · 150
D2g Group, LLC 401(k) Plan (MA) $8M · 206
Bluebonnet Chrysler Dodge, Ltd 401(k) Plan (TX) $8M · 103

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
Lycera Corp 401(k) Plan (PA) 22 · 0 off
H3meier Corporation 401(k) Plan (NE) 22 · 0 off
Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 0 off

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 Whipsaw, Inc. 401(k) Plan assets move in 2024? ▼

Whipsaw, Inc. 401(k) Plan held essentially flat - up 0.2% during 2024, from $8M to $8M. Reported net income was $17K.

How have Whipsaw, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Whipsaw, Inc.'s sponsor-wide assets grew 7.2%, from $8M to $8M.

Which 401(k) plans are similar in size to Whipsaw, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Keystops, LLC Employee Savings Plan in KY ($8M, 269 participants).

Which 401(k) plans cover a similar participant headcount to Whipsaw, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 participants, N/A 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 943336059.