401(k) · DOL Form 5500 · 2024

Whittlesey PC 401(k) Plan

Data updated 2026-08-11

$46M
Total assets
126
Participants
83rd
Percentile by assets
$362,708
Avg per participant
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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.

  • 83rd percentile by assets (of 123,622 plans)
  • #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.

$46M
total plan assets (2024 EOY)
126
covered participants
83rd
percentile by assets (of 123,622 plans)
$362,708
avg assets per participant

Where Whittlesey PC 401(k) Retirement and Savings Plan sits 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 $2,010,000,000 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

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 →

State
Connecticut
Industry
Professional & Technical Services

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Whittlesey PC 401(k) Retirement and Savings Plan reports 126 participants - about 18% of that state average ($46M EOY assets).

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)

$30M$35M$40M$45M$50M 202220232024 $34.2M $45.7M ▲ +33.7%
Total plan assets by year, all Whittlesey PC plans on file
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 ($B) Participants Whittlesey PC 401(k)…, Total assets ($B): 0.045701153 · Participants: 126Whittlesey PC 401(k)…Rtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savi…, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savi…The Hartford Investm…, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investm…Eversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Sa…, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Sa…
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 Savi… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Whittlesey PC 401(k) Retirement and Savings Plan by total assets, not by location.

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).

Next read for Whittlesey PC 401(k) Retirement and Savi…

Filing takeaways

Ways to act on Whittlesey PC 401(k) Retirement and Savings Plan's numbers.

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.