401(k) · DOL Form 5500 · 2024
The Whalen Company 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $87,053
- Avg per participant Below avg balance/head
Official DOL plan name: The Whalen Company 401(k) Plan · Sponsored by The Whalen Company · Maryland · Manufacturing
$12M in assets, 134 participants
The Whalen Company's The Whalen Company 401(k) Plan reported $12M in total assets and 134 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.
- #8,121 in Manufacturing (17,777 peers)
Coverage in Maryland
The Whalen Company 401(k) Plan covers 134 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $12M.
- #8,121
- in Manufacturing (17,777 peers)
- +19.0%
- assets growth YoY
The Whalen Company 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
The Whalen Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,665,100 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
The Whalen Company 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. The Whalen Company 401(k) Plan sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Whalen Company 401(k) Plan reported net income rose from $857K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Whalen Company 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- The Whalen Company 401(k) Plan reported participants rose from 127 in the plan year 2023 filing to 134 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 520784012 · The Whalen Company PY 2024 · 401(k)
The Whalen Company 401(k) Plan · $12M · 134 · 59th
- EIN $12M
- EIN 134
- EIN 59th
- EIN 401(k)
- EIN near Otr Solutions 401(k) Plan
- EIN ind #8121
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 Manufacturing retirement plans → · Plans in Maryland →
The Whalen Company 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 520784012 |
| Plan Effective Date | 2002-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Whalen Company)
Sponsor-wide plan assets over time
All The Whalen Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 30.435443786439702% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $9M |
| 2023 | 1 | 127 | $10M |
| 2024 | 1 | 134 | $12M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
The Whalen Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Otr Solutions 401(k) Plan in GA ($12M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Otr Solutions 401(k) Plan (GA) $12M · 309
- Iventure Solutions, Inc. 401(k) P/S Plan (FL) $12M · 176
- Matthews Buses, Inc. 401(k) Profit Sharing Plan (NY) $12M · 229
- Peaberry Software, Inc. Retirement Trust (OR) $12M · 158
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Whalar 401(k) Plan (NY) 134 · 0 off
- Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
- Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
- Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.