401(k) · DOL Form 5500 · 2024

Whittlesey PC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
126
Participants Small participant base
83rd
Percentile by assets National rank
$362,708
Avg per participant High balance/head
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Official DOL plan name: Whittlesey PC 401(k) Retirement and Savings Plan · Sponsored by Whittlesey PC · Connecticut · Professional & Technical Services

$46M in assets, 126 participants

Whittlesey PC's Whittlesey PC 401(k) Retirement and Savings Plan reported $46M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,898 in Professional & Technical Services (20,173 peers)

Coverage in Connecticut

Whittlesey PC 401(k) Retirement and Savings Plan covers 126 participants in Connecticut, about 18% of the average Connecticut filer (state average ~718 per filing). Assets: $46M.

#16,898
in Professional & Technical Services (20,173 peers)
+22.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Whittlesey PC 401(k) Retirement and Savings Plan's outsized position by total assets

Whittlesey PC 401(k) Retirement and Savings Plan vs every filed plan by assets

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

$45,701,153 Top 17% higher than 83% 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

Whittlesey PC 401(k) Retirement and Savings 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. Whittlesey PC 401(k) Retirement and Savings Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whittlesey PC 401(k) Retirement and Savings Plan reported net income rose from $3M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Whittlesey PC 401(k) Retirement and Savings Plan end-of-year assets rose from $37M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Whittlesey PC 401(k) Retirement and Savings Plan reported participants rose from 115 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 060903326 · Whittlesey PC PY 2024 · 401(k)

Whittlesey PC 401(k) Retirement and Savings Plan · $46M · 126 · 83rd

  • TYPE $46M
  • TYPE 126
  • TYPE 83rd
  • TYPE 401(k)
  • TYPE near The Orthopaedic and Fracture Clinic, P.a. Profit Sharing Plan
  • TYPE ind #16898

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Whittlesey PC 401(k) Retirement and Savings Plan in the asset neighbourhood

Whittlesey PC 401(k) Retirement and Savings PlanWhittlesey PC 401(k) Retirem…$46MThe Orthopaedic and Fracture Clinic, P.a. Profit Sharing PlanThe Orthopaedic and Fracture…$46MSimedhealth Retirement Plan$46MIgloo Products Corp. Employees' 401(k) PlanIgloo Products Corp. Employe…$46MChoreo Retirement Plan$46M
End-of-year total assets ($M) among Whittlesey PC 401(k) Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN060903326
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whittlesey PC)

Sponsor-wide plan assets over time

All Whittlesey PC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 33.68011185554722% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.2M $45.7M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 128 $34M
2023 1 115 $37M
2024 1 126 $46M

Nearby 401(k) Plans in Connecticut

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

Whittlesey PC 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Whittlesey PC 401(k) Retirement and Savings Plan, Total assets ($B): 0.045701153 · Participants: 126Whittlesey PC 401(k) Retirement and Savings 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
Whittlesey PC 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Whittlesey PC 401(k) Retirement and Savings Plan side-by-side with 3 peers →

Whittlesey PC 401(k) Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Orthopaedic and Fracture Clinic, P.a. Profit Sharing Plan in MN ($46M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Whittlesey PC 401(k) Retirement and Savings Plan assets move in 2024? ▼
Whittlesey PC 401(k) Retirement and Savings Plan grew sharply - up 22.0% during 2024, from $37M to $46M. Reported net income was $8M.
How have Whittlesey PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whittlesey PC's sponsor-wide assets grew 33.7%, from $34M to $46M.
Where does Whittlesey PC 401(k) Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Whittlesey PC 401(k) Retirement and Savings Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Whittlesey PC 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Orthopaedic and Fracture Clinic, P.a. Profit Sharing Plan in MN ($46M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Whittlesey PC 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M 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 060903326.

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.