401(k) · DOL Form 5500 · 2024
Whale Rock Capital Management LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $360,235
- Avg per participant High balance/head
Official DOL plan name: Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Whale Rock Capital Management LLC · Massachusetts · Finance & Insurance
$12M in assets, 33 participants
Whale Rock Capital Management LLC's Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 33 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.
- #3,713 in Finance & Insurance (8,549 peers)
Whale Rock Capital Management LLC multi-year trail
Whale Rock Capital Management LLC's plans moved +56.0% in assets from 2022 to 2024; this filing shows Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust at $12M / 33 participants.
- #3,713
- in Finance & Insurance (8,549 peers)
- +32.7%
- assets growth YoY
Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,887,757 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
Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust is a small filing (33 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 36 in the plan year 2023 filing to 33 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 562567478 · Whale Rock Capital Management LLC PY 2024 · 401(k)
Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust · $12M · 33 · 59th
- IND $12M
- IND 33
- IND 59th
- IND 401(k)
- IND near Price Brothers Management Company 401(k) Plan
- IND ind #3713
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Whale Rock Capital Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Whale Rock Capital Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 55.96547330348657% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $8M |
| 2023 | 1 | 36 | $9M |
| 2024 | 1 | 33 | $12M |
Whale Rock Capital Management LLC filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 562567478 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
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
Whale Rock Capital Management LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Price Brothers Management Company 401(k) Plan in KS ($12M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Price Brothers Management Company 401(k) Plan (KS) $12M · 340
- Wilson Trailer Company Retirement Plan for S Employees (IA) $12M · 344
- C.S.S. Retirement Savings Plan (OH) $12M · 874
- Mod Op, LLC 401(k) Plan (NY) $12M · 113
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Univision De Puerto Rico Inc., Savings Plan (PR) 33 · 0 off
- PLC Communications, Inc. 401(k) Plan (NC) 33 · 0 off
- B & W Title Company Group 401(k) Plan (TX) 33 · 0 off
- Main Street Advisors Retirement Plan (CA) 33 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.