401(k) · DOL Form 5500 · 2024
Whks & Co 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $172,072
- Avg per participant Above avg balance/head
Official DOL plan name: Whks & Co. Savings Plan · Sponsored by Whks & Co · Iowa · Professional & Technical Services
$24M in assets, 137 participants
Whks & Co's Whks & Co. Savings Plan reported $24M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,717 in Professional & Technical Services (20,173 peers)
Coverage in Iowa
Whks & Co. Savings Plan covers 137 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $24M.
- #14,717
- in Professional & Technical Services (20,173 peers)
- +16.8%
- assets growth YoY
Whks & Co. Savings Plan's outsized position by total assets
Whks & Co. Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,573,876 Top 27% higher than 73% 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
Whks & Co. Savings 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. Whks & Co. Savings Plan sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whks & Co. Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Whks & Co. Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Whks & Co. Savings Plan reported participants rose from 131 in the plan year 2023 filing to 137 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 420943938 · Whks & Co PY 2024 · 401(k)
Whks & Co. Savings Plan · $24M · 137 · 73rd
- PHOTO $24M
- IND 137
- EOY 73rd
- 5500 401(k)
- ASSETS near Unidosus Retirement & Employee Savings Plan
- PCT ind #14717
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 Iowa →
Whks & Co. Savings Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 420943938 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whks & Co)
Sponsor-wide plan assets over time
All Whks & Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 49.10282937610631% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $16M |
| 2023 | 1 | 131 | $20M |
| 2024 | 1 | 137 | $24M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Whks & Co. Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Unidosus Retirement & Employee Savings Plan in DC ($24M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Unidosus Retirement & Employee Savings Plan (DC) $24M · 133
- Wilhelmsen Ships Service Pension Plan (TX) $24M · 122
- Goyette Mechanical Co. Retirement and Savings Plan (MI) $24M · 122
- Easypost 401(k) Plan (UT) $24M · 375
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Ims Logistics 401(k) Employee Retirement Plan (MS) 137 · 0 off
- Johnstone Supply of Detroit 401(k) Plan (MI) 137 · 0 off
- Maval Industries, LLC 401(k) Plan (OH) 137 · 0 off
- Lloyd Management Retirement Savings Plan (MN) 137 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.