401(k) · DOL Form 5500 · 2024
Whelen Engineering Company, Inc 401(k) Plan
Data updated 2026-08-11
- $186M
- Total assets
- 1,528
- Participants
- 94th
- Percentile by assets
- $121,784
- Avg per participant
Official DOL plan name: Whelen Engineering Company, Inc. 401(k) Plan · Sponsored by Whelen Engineering Company, Inc · Connecticut · Manufacturing
$186M in assets, 1,528 participants
Whelen Engineering Company, Inc's Whelen Engineering Company, Inc. 401(k) Plan reported $186M in total assets and 1,528 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #16,159 in Manufacturing (17,777 peers)
Coverage in Connecticut
Whelen Engineering Company, Inc. 401(k) Plan covers 1,528 participants in Connecticut, 2.1x the typical Connecticut plan (state average ~718 per filing). Assets: $186M.
- $186M
- total plan assets (2024 EOY)
- 1,528
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $121,784
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whelen Engineering Company, Inc. 401(k) Plan end-of-year assets rose from $158M in the plan year 2023 filing to $186M in the plan year 2024 filing.
- Whelen Engineering Company, Inc. 401(k) Plan reported participants rose from 1,412 in the plan year 2023 filing to 1,528 in the plan year 2024 filing.
- Whelen Engineering Company, Inc. 401(k) Plan reported net income rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Whelen Engineering Company, Inc. 401(k) Plan reports 1,528 participants - 2.1x that state average ($186M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $186M |
| Net Income | $28M |
| Employer EIN | 060725110 |
| Plan Effective Date | 2001-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whelen Engineering Company, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,302 | $132M |
| 2023 | 2 | 2,482 | $158M |
| 2024 | 1 | 1,528 | $186M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Whelen Engineering Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Whelen Engineering Company, Inc. 401(k) Plan by total assets, not by location.
- Varnum Profit-Sharing and Retirement Savings Plan (MI) $186M · 244
- Cyberark Software, Inc. 401(k) Plan (MA) $186M · 999
- Keck Medicine of Usc 401(k) Retirement Plan (CA) $186M · 3,941
- Aaron's 401(k) Retirement Plan (GA) $186M · 8,573
Frequently Asked Questions
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Filing takeaways
Ways to act on Whelen Engineering Company, Inc. 401(k) Plan's numbers.
- By total assets, Whelen Engineering Company, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Whelen Engineering Company, Inc's sponsor-wide assets have grown 41.3% since 2022 across 3 plan years on file. More Manufacturing plans