401(k) · DOL Form 5500 · 2024

Whitney Center, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
324
Participants Below avg headcount
54th
Percentile by assets National rank
$27,921
Avg per participant Low balance/head
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Official DOL plan name: Whitney Center, Inc. Comprehensive Retirement Plan · Sponsored by Whitney Center, Inc. · Connecticut · Healthcare & Social Assistance

$9M in assets, 324 participants

Whitney Center, Inc.'s Whitney Center, Inc. Comprehensive Retirement Plan reported $9M in total assets and 324 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #9,951 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Whitney Center, Inc. Comprehensive Retirement Plan covers 324 participants in Connecticut, about 45% of the average Connecticut filer (state average ~718 per filing). Assets: $9M.

#9,951
in Healthcare & Social Assistance (16,916 peers)
+12.2%
assets growth YoY

Whitney Center, Inc. Comprehensive Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Whitney Center, Inc. Comprehensive Retirement Plan vs every filed plan by assets

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

$9,046,384 Top 46% higher than 54% 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

Whitney Center, Inc. Comprehensive Retirement 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. Whitney Center, Inc. Comprehensive Retirement Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitney Center, Inc. Comprehensive Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $986K in the plan year 2024 filing.
  • Whitney Center, Inc. Comprehensive Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060924891 · Whitney Center, Inc. PY 2024 · 401(k)

Whitney Center, Inc. Comprehensive Retirement Plan · $9M · 324 · 54th

  • NET $9M
  • NET 324
  • NET 54th
  • NET 401(k)
  • NET near Cox Machine, Inc. Profit Sharing 401(k) Plan
  • NET ind #9951

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Whitney Center, Inc. Comprehensive Retirement Plan in the asset neighbourhood

Whitney Center, Inc. Comprehensive Retirement PlanWhitney Center, Inc. Compreh…$9MCox Machine, Inc. Profit Sharing 401(k) PlanCox Machine, Inc. Profit Sha…$9MPlanet First 401(k) Plan$9MRun Studios LLC 401(k) Profit Sharing Plan and TrustRun Studios LLC 401(k) Profi…$9MAltium Packaging LP Retirement Readiness 401(k) PlanAltium Packaging LP Retireme…$9M
End-of-year total assets ($M) among Whitney Center, Inc. Comprehensive Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$986K
Employer EIN060924891
Plan Effective Date2005-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitney Center, Inc.)

Sponsor-wide plan assets over time

All Whitney Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 33.12944368352916% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.8M $9.05M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 288 $7M
2023 1 321 $8M
2024 1 324 $9M

Nearby 401(k) Plans in Connecticut

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

Whitney Center, Inc. Comprehensive Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Whitney Center, Inc. Comprehensive Retirement Plan, Total assets ($B): 0.009046384 · Participants: 324Whitney Center, Inc. Comprehensive Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Whitney Center, Inc. Comprehensive Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Whitney Center, Inc. Comprehensive Retirement Plan side-by-side with 3 peers →

Whitney Center, Inc. Comprehensive Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Cox Machine, Inc. Profit Sharing 401(k) Plan in KS ($9M); by covered participants it is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Whitney Center, Inc. Comprehensive Retirement Plan assets move in 2024? ▼
Whitney Center, Inc. Comprehensive Retirement Plan grew at a solid clip - up 12.2% during 2024, from $8M to $9M. Reported net income was $986K.
How have Whitney Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitney Center, Inc.'s sponsor-wide assets grew 33.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Whitney Center, Inc. Comprehensive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cox Machine, Inc. Profit Sharing 401(k) Plan in KS ($9M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Whitney Center, Inc. Comprehensive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 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 060924891.

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.