401(k) · DOL Form 5500 · 2024

Whalley Computer Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
216
Participants Below avg headcount
77th
Percentile by assets National rank
$140,346
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whalley Computer Associates, Inc. 401(k) Plan · Sponsored by Whalley Computer Associates, Inc. · Massachusetts · Professional & Technical Services

$30M in assets, 216 participants

Whalley Computer Associates, Inc.'s Whalley Computer Associates, Inc. 401(k) Plan reported $30M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,633 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Whalley Computer Associates, Inc. 401(k) Plan covers 216 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $30M.

#15,633
in Professional & Technical Services (20,173 peers)
+13.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Whalley Computer Associates, Inc. 401(k) Plan's outsized position by total assets

Whalley Computer Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$30,314,835 Top 23% higher than 77% 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

Whalley Computer Associates, Inc. 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. Whalley Computer Associates, Inc. 401(k) Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whalley Computer Associates, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Whalley Computer Associates, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Whalley Computer Associates, Inc. 401(k) Plan reported participants rose from 200 in the plan year 2023 filing to 216 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042902969 · Whalley Computer Associates, Inc. PY 2024 · 401(k)

Whalley Computer Associates, Inc. 401(k) Plan · $30M · 216 · 77th

  • PCT $30M
  • PCT 216
  • PCT 77th
  • PCT 401(k)
  • PCT near Gglo, LLC 401(k) Profit Sharing Plan
  • PCT ind #15633

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 →

Whalley Computer Associates, Inc. 401(k) Plan in the asset neighbourhood

Nextech Systems, LLC 401(k) PlanNextech Systems, LLC 401(k) …$30MThe Janel Corporation 401(k) PlanThe Janel Corporation 401(k)…$30MWhalley Computer Associates, Inc. 401(k) PlanWhalley Computer Associates,…$30MGglo, LLC 401(k) Profit Sharing PlanGglo, LLC 401(k) Profit Shar…$30MDrew Eckl & Farnham Retirement PlanDrew Eckl & Farnham Retireme…$30M
End-of-year total assets ($M) among Whalley Computer Associates, 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)$27M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN042902969
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whalley Computer Associates, Inc.)

Sponsor-wide plan assets over time

All Whalley Computer Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 43.96641382768957% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.1M $30.3M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 179 $21M
2023 1 200 $27M
2024 1 216 $30M

Nearby 401(k) Plans in Massachusetts

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

Whalley Computer Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Whalley Computer Associates, Inc. 401(k) Plan, Total assets ($B): 0.030314835 · Participants: 216Whalley Computer Associates, 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
Whalley Computer Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Whalley Computer Associates, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Gglo, LLC 401(k) Profit Sharing Plan in WA ($30M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Whalley Computer Associates, Inc. 401(k) Plan assets move in 2024? ▼
Whalley Computer Associates, Inc. 401(k) Plan grew at a solid clip - up 13.2% during 2024, from $27M to $30M. Reported net income was $4M.
How have Whalley Computer Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whalley Computer Associates, Inc.'s sponsor-wide assets grew 44.0%, from $21M to $30M.
Where does Whalley Computer Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Whalley Computer Associates, Inc. 401(k) Plan ranks in the 77th 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 Whalley Computer Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gglo, LLC 401(k) Profit Sharing Plan in WA ($30M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Whalley Computer Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Garden of Life 401(k) Plan in FL (216 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 042902969.

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.