401(k) · DOL Form 5500 · 2024

Whelen Engineering Company, Inc 401(k) Plan

Data updated 2026-08-25

$186M
Total assets Near avg plan size
1,528
Participants Near avg headcount
94th
Percentile by assets National rank
$121,784
Avg per participant Near avg balance/head
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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.

  • #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.

#16,159
in Manufacturing (17,777 peers)
+17.6%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Whelen Engineering Company, Inc. 401(k) Plan's outsized position by total assets

Whelen Engineering Company, Inc. 401(k) Plan vs every filed plan by assets

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

$186,086,438 Top 6% higher than 94% 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

Whelen Engineering Company, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whelen Engineering Company, Inc. 401(k) Plan lands in the large band (1,528 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060725110 · Whelen Engineering Company, Inc PY 2024 · 401(k)

Whelen Engineering Company, Inc. 401(k) Plan · $186M · 1,528 · 94th

  • PART $186M
  • PART 1,528
  • PART 94th
  • PART 401(k)
  • PART near Varnum Profit-Sharing and Retirement Savings Plan
  • PART ind #16159

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 Connecticut →

Whelen Engineering Company, Inc. 401(k) Plan in the asset neighbourhood

Keck Medicine of Usc 401(k) Retirement PlanKeck Medicine of Usc 401(k) …$186MVarnum Profit-Sharing and Retirement Savings PlanVarnum Profit-Sharing and Re…$186MWhelen Engineering Company, Inc. 401(k) PlanWhelen Engineering Company, …$186MCyberark Software, Inc. 401(k) PlanCyberark Software, Inc. 401(…$186MAaron's 401(k) Retirement PlanAaron's 401(k) Retirement Pl…$186M
End-of-year total assets ($M) among Whelen Engineering Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$158M
Net Assets (End of Year)$186M
Net Income$28M
Employer EIN060725110
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whelen Engineering Company, Inc)

Sponsor-wide plan assets over time

All Whelen Engineering Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$186M 41.263717528251654% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $132M $186M ▲ +41.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Whelen Engineering Company, Inc. 401(k) Plan, Total assets ($B): 0.186086438 · Participants: 1528Whelen Engineering Company, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Whelen Engineering Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Whelen Engineering Company, Inc. 401(k) Plan side-by-side with 3 peers →

Whelen Engineering Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Varnum Profit-Sharing and Retirement Savings Plan in MI ($186M); by covered participants it is Benco Dental Supply Co. 401(k) Plan in PA (1,528 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($186M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,528 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 Whelen Engineering Company, Inc. 401(k) Plan assets move in 2024? ▼
Whelen Engineering Company, Inc. 401(k) Plan grew sharply - up 17.6% during 2024, from $158M to $186M. Reported net income was $28M.
How have Whelen Engineering Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whelen Engineering Company, Inc's sponsor-wide assets grew 41.3%, from $132M to $186M.
Where does Whelen Engineering Company, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Whelen Engineering Company, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Whelen Engineering Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Varnum Profit-Sharing and Retirement Savings Plan in MI ($186M, 244 participants).
Which 401(k) plans cover a similar participant headcount to Whelen Engineering Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Benco Dental Supply Co. 401(k) Plan in PA (1,528 participants, $261M 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 060725110.

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.