401(k) · DOL Form 5500 · 2024
Whitridge Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $113,030
- Avg per participant Below avg balance/head
Official DOL plan name: Whitridge Associates, Inc. 401(k) Plan · Sponsored by Whitridge Associates, Inc. · Massachusetts · Professional & Technical Services
$12M in assets, 104 participants
Whitridge Associates, Inc.'s Whitridge Associates, Inc. 401(k) Plan reported $12M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #11,659 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Whitridge Associates, Inc. 401(k) Plan covers 104 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.
- #11,659
- in Professional & Technical Services (20,173 peers)
- +9.7%
- assets growth YoY
Whitridge Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Whitridge Associates, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,755,075 Top 41% higher than 59% 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
Whitridge 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. Whitridge Associates, Inc. 401(k) Plan sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whitridge Associates, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Whitridge Associates, Inc. 401(k) Plan reported participants fell from 131 in the plan year 2023 filing to 104 in the plan year 2024 filing.
- Whitridge Associates, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 043155904 · Whitridge Associates, Inc. PY 2024 · 401(k)
Whitridge Associates, Inc. 401(k) Plan · $12M · 104 · 59th
- BOOK $12M
- BOOK 104
- BOOK 59th
- BOOK 401(k)
- BOOK near Thompson & Johnson Equipment Co., Inc. Profit Sharing and Ret
- BOOK ind #11659
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 →
Whitridge Associates, Inc. 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 043155904 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whitridge Associates, Inc.)
Sponsor-wide plan assets over time
All Whitridge Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 33.773152679087595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $9M |
| 2023 | 1 | 131 | $11M |
| 2024 | 1 | 104 | $12M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Whitridge 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 Thompson & Johnson Equipment Co., Inc. Profit Sharing and Ret in NY ($12M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Thompson & Johnson Equipment Co., Inc. Profit Sharing and Ret (NY) $12M · 157
- Quantum Plastics 401(k) Plan (AR) $12M · 332
- Nai Hiffman 401(k) Plan (IL) $12M · 191
- Fsst 401(k) Plan (SD) $12M · 505
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- Ahold Ecommerce Sales Company 401(k) Plan (NJ) 104 · 0 off
- Mossberg & Company, Inc. Employees' Profit Sharing Plan and Trust (IN) 104 · 0 off
- Latter & Blum Holding, LLC 401(k) Plan (LA) 104 · 0 off
- Cfe Group 401(k) Plan (VA) 104 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.