Defined Benefit (Pension) · DOL Form 5500 · 2024
Thomas S. Whealdon Pension Plan
Data updated 2026-08-25
- $991K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $330,306
- Avg per participant High balance/head
Official DOL plan name: Tom Whealdon Construction Cash Balance Plan · Sponsored by Thomas S. Whealdon · Washington · Construction
$991K in assets, 3 participants
Thomas S. Whealdon's Tom Whealdon Construction Cash Balance Plan reported $991K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,954 in Construction (9,039 peers)
2024 asset change
Tom Whealdon Construction Cash Balance Plan grew at a solid clip 13.0% in 2024 ($877K → $991K) for 3 participants.
- #1,954
- in Construction (9,039 peers)
- +13.0%
- assets growth YoY
Tom Whealdon Construction Cash Balance Plan among the smaller filed plans by assets
Tom Whealdon Construction Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$990,919 23rd percentile higher than 23% 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
Tom Whealdon Construction Cash Balance Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tom Whealdon Construction Cash Balance Plan is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 911216526 · Thomas S. Whealdon PY 2024 · Defined Benefit (Pension)
Tom Whealdon Construction Cash Balance Plan · $991K · 3 · 23rd
- PART $991K
- PART 3
- PART 23rd
- PART Defined Benefit (Pension)
- PART near Employees Retirement Plan of Roofers Union Local 8 Welfare Fund
- PART ind #1954
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 Construction retirement plans → · Plans in Washington →
Tom Whealdon Construction Cash Balance Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $877K |
|---|---|
| Net Assets (End of Year) | $991K |
| Net Income | $114K |
| Employer EIN | 911216526 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Washington
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $56.4B · 231,156
- The Pension Value Plan for Employees of the Boeing Company $23.3B · 29,538
- The Boeing Company Employee Retirement Plan $15.4B · 31,398
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.3B · 8,695
- Paccar Inc Retirement Plan $2.7B · 10,345
Tom Whealdon Construction Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is Employees Retirement Plan of Roofers Union Local 8 Welfare Fund in NY ($988K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($991K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.