401(k) · DOL Form 5500 · 2024

Whalen Restoration Services, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
22
Participants Small participant base
32nd
Percentile by assets National rank
$117,363
Avg per participant Below avg balance/head
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Official DOL plan name: Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Whalen Restoration Services, Inc · Massachusetts · Administrative & Support Services

$3M in assets, 22 participants

Whalen Restoration Services, Inc's Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,425 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan ranks #2,425 of 4,368 2024 filers by assets (1117% of the sector average)-$3M for 22 participants.

#2,425
in Administrative & Support Services (4,368 peers)
+25.4%
assets growth YoY

Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,581,994 32nd percentile higher than 32% 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

Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan reported net income rose from $217K in the plan year 2023 filing to $523K in the plan year 2024 filing.
  • Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043058540 · Whalen Restoration Services, Inc PY 2024 · 401(k)

Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan · $3M · 22 · 32nd

  • 5500 $3M
  • 5500 22
  • 5500 32nd
  • 5500 401(k)
  • 5500 near Fire Sprinkler Systems Inc 401(k) Profit Sharing Plan & Trust
  • 5500 ind #2425

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Whalen Restoration Services, Inc. 401(k) Profit Sharing PlanWhalen Restoration Services,…$3MFire Sprinkler Systems Inc 401(k) Profit Sharing Plan & TrustFire Sprinkler Systems Inc 4…$3MWayne State University Internal Medicine SpecialistsWayne State University Inter…$3MBeth Sholom Home of Eastern Virginia 403(b) PlanBeth Sholom Home of Eastern …$3MB & S, Inc. 401(k) Plan$3M
End-of-year total assets ($M) among Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$523K
Employer EIN043058540
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whalen Restoration Services, Inc)

Sponsor-wide plan assets over time

All Whalen Restoration Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.382424567631155% vs 2023
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 20232024 $2.06M $2.58M ▲ +25.2%
Year Plans Participants Total Assets
2023 1 22 $2M
2024 1 22 $3M

Nearby 401(k) Plans in Massachusetts

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

Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002581994 · Participants: 22Whalen Restoration Services, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Fire Sprinkler Systems Inc 401(k) Profit Sharing Plan & Trust in CA ($3M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan grew sharply - up 25.4% during 2024, from $2M to $3M. Reported net income was $523K.
How have Whalen Restoration Services, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Whalen Restoration Services, Inc's sponsor-wide assets grew 25.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fire Sprinkler Systems Inc 401(k) Profit Sharing Plan & Trust in CA ($3M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Whalen Restoration Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 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 043058540.

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.