401(k) · DOL Form 5500 · 2024

Whitworth Tool, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
110
Participants Small participant base
50th
Percentile by assets National rank
$70,031
Avg per participant Below avg balance/head
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Official DOL plan name: Whitworth Tool, Inc. 401(k) Plan · Sponsored by Whitworth Tool, Inc. · Kentucky · Manufacturing

$8M in assets, 110 participants

Whitworth Tool, Inc.'s Whitworth Tool, Inc. 401(k) Plan reported $8M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,158 in Manufacturing (17,777 peers)

Coverage in Kentucky

Whitworth Tool, Inc. 401(k) Plan covers 110 participants in Kentucky, about 17% of the average Kentucky filer (state average ~647 per filing). Assets: $8M.

#6,158
in Manufacturing (17,777 peers)
-1.7%
assets change YoY

The plan reported a net loss of $131K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whitworth Tool, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Whitworth Tool, Inc. 401(k) Plan vs every filed plan by assets

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

$7,703,434 Top 50% higher than 50% 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

Whitworth Tool, Inc. 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. Whitworth Tool, Inc. 401(k) Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitworth Tool, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$131K in the plan year 2024 filing.
  • Whitworth Tool, Inc. 401(k) Plan reported participants fell from 161 in the plan year 2023 filing to 110 in the plan year 2024 filing.
  • Whitworth Tool, Inc. 401(k) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 611347638 · Whitworth Tool, Inc. PY 2024 · 401(k)

Whitworth Tool, Inc. 401(k) Plan · $8M · 110 · 50th

  • PCT $8M
  • EIN 110
  • RANK 50th
  • PHOTO 401(k)
  • IND near Heritage Family Funeral Services 401(k) Plan
  • EOY ind #6158

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 Kentucky →

Whitworth Tool, Inc. 401(k) Plan in the asset neighbourhood

Whitworth Tool, Inc. 401(k) PlanWhitworth Tool, Inc. 401(k) …$8MHeritage Family Funeral Services 401(k) PlanHeritage Family Funeral Serv…$8MConrad Direct, Inc. 401(k) PlanConrad Direct, Inc. 401(k) P…$8MChateau Retirement Communities LLC 401(k) PlanChateau Retirement Communiti…$8MLash Construction, Inc. 401(k) Profit Sharing PlanLash Construction, Inc. 401(…$8M
End-of-year total assets ($M) among Whitworth Tool, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$131K
Employer EIN611347638
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitworth Tool, Inc.)

Sponsor-wide plan assets over time

All Whitworth Tool, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.53222705909486% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.39M $7.7M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 164 $6M
2023 1 161 $8M
2024 1 110 $8M

Nearby 401(k) Plans in Kentucky

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

Whitworth Tool, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Whitworth Tool, Inc. 401(k) Plan, Total assets ($B): 0.007703434 · Participants: 110Whitworth Tool, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Whitworth Tool, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Whitworth Tool, Inc. 401(k) Plan side-by-side with 3 peers →

Whitworth Tool, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Heritage Family Funeral Services 401(k) Plan in TN ($8M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Whitworth Tool, Inc. 401(k) Plan assets move in 2024? ▼
Whitworth Tool, Inc. 401(k) Plan edged down modestly - down 1.7% during 2024, from $8M to $8M. Reported net income was -$131K.
How have Whitworth Tool, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitworth Tool, Inc.'s sponsor-wide assets grew 20.5%, from $6M to $8M.
Which 401(k) plans are similar in size to Whitworth Tool, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Family Funeral Services 401(k) Plan in TN ($8M, 381 participants).
Which 401(k) plans cover a similar participant headcount to Whitworth Tool, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 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 611347638.

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.