401(k) · DOL Form 5500 · 2024

Whiskytree Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
38th
Percentile by assets National rank
$240,627
Avg per participant Above avg balance/head
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Official DOL plan name: Whiskytree Inc. Retirement Plan · Sponsored by Whiskytree Inc. · California · Professional & Technical Services

$4M in assets, 16 participants

Whiskytree Inc.'s Whiskytree Inc. Retirement Plan reported $4M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,979 in Professional & Technical Services (20,173 peers)

Whiskytree Inc. multi-year trail

Whiskytree Inc.'s plans moved +74.2% in assets from 2023 to 2024; this filing shows Whiskytree Inc. Retirement Plan at $4M / 16 participants.

#6,979
in Professional & Technical Services (20,173 peers)
+74.2%
assets growth YoY

Whiskytree Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Whiskytree Inc. Retirement Plan vs every filed plan by assets

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

$3,850,029 38th percentile higher than 38% 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

Whiskytree Inc. Retirement 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. Whiskytree Inc. Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whiskytree Inc. Retirement Plan reported net income rose from $269K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Whiskytree Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Whiskytree Inc. Retirement Plan reported participants fell from 18 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 208785820 · Whiskytree Inc. PY 2024 · 401(k)

Whiskytree Inc. Retirement Plan · $4M · 16 · 38th

  • BOY $4M
  • SCH 16
  • EBSA 38th
  • PART 401(k)
  • TYPE near Get Fresh Sales, Inc. 401(k) Retirement Plan
  • NET ind #6979

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 →

Whiskytree Inc. Retirement Plan in the asset neighbourhood

Whiskytree Inc. Retirement PlanWhiskytree Inc. Retirement P…$4MGet Fresh Sales, Inc. 401(k) Retirement PlanGet Fresh Sales, Inc. 401(k)…$4MThe Jath Group, Inc. 401(k) Profit Sharing PlanThe Jath Group, Inc. 401(k) …$4MBartels Lutheran Home Retirement Community 401(k) PlanBartels Lutheran Home Retire…$4MDesignworks Collective 401(k) Plan)Designworks Collective 401(k…$4M
End-of-year total assets ($M) among Whiskytree Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Whiskytree Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Whiskytree Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 74.19708192675904% vs 2023
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 20232024 $2.21M $3.85M ▲ +74.2%
Year Plans Participants Total Assets
2023 1 18 $2M
2024 1 16 $4M

Whiskytree Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN208785820
Plan Effective Date2007-06-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Whiskytree Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Whiskytree Inc. Retirement Plan, Total assets ($B): 0.003850029 · Participants: 16Whiskytree Inc. Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Whiskytree Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Whiskytree Inc. Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Get Fresh Sales, Inc. 401(k) Retirement Plan in NV ($4M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

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 Whiskytree Inc. Retirement Plan assets move in 2024? ▼
Whiskytree Inc. Retirement Plan surged - up 74.2% during 2024, from $2M to $4M. Reported net income was $2M.
How have Whiskytree Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Whiskytree Inc.'s sponsor-wide assets grew 74.2%, from $2M to $4M.
Which 401(k) plans are similar in size to Whiskytree Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Get Fresh Sales, Inc. 401(k) Retirement Plan in NV ($4M, 401 participants).
Which 401(k) plans cover a similar participant headcount to Whiskytree Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 208785820.

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.