401(k) · DOL Form 5500 · 2024

Whitmore Worsley, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
153
Participants Small participant base
39th
Percentile by assets National rank
$28,159
Avg per participant Low balance/head
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Official DOL plan name: Whitmore Worsley, Inc. 401(k) Profit Sharing Plan · Sponsored by Whitmore Worsley, Inc. · New York · Agriculture, Forestry & Fishing

$4M in assets, 153 participants

Whitmore Worsley, Inc.'s Whitmore Worsley, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #491 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in New York

Whitmore Worsley, Inc. 401(k) Profit Sharing Plan covers 153 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $4M.

#491
in Agriculture, Forestry & Fishing (1,217 peers)
+13.6%
assets growth YoY

Whitmore Worsley, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Whitmore Worsley, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,308,355 39th percentile higher than 39% 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

Whitmore Worsley, Inc. 401(k) Profit Sharing 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. Whitmore Worsley, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitmore Worsley, Inc. 401(k) Profit Sharing Plan reported net income rose from -$245K in the plan year 2023 filing to $515K in the plan year 2024 filing.
  • Whitmore Worsley, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Whitmore Worsley, Inc. 401(k) Profit Sharing Plan reported participants rose from 135 in the plan year 2023 filing to 153 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 111571994 · Whitmore Worsley, Inc. PY 2024 · 401(k)

Whitmore Worsley, Inc. 401(k) Profit Sharing Plan · $4M · 153 · 39th

  • TYPE $4M
  • NET 153
  • BOOK 39th
  • VS-ST 401(k)
  • BOY near B.R.W. Contracting 401(k) Plan
  • SCH ind #491

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 Agriculture, Forestry & Fishing retirement plans → · Plans in New York →

Whitmore Worsley, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Whitmore Worsley, Inc. 401(k) Profit Sharing PlanWhitmore Worsley, Inc. 401(k…$4MB.R.W. Contracting 401(k) PlanB.R.W. Contracting 401(k) Pl…$4MCrawford Software Consulting, Inc. 401(k) PlanCrawford Software Consulting…$4MTrinity Petroleum Management LLC 401(k) PlanTrinity Petroleum Management…$4MSturtevant, Inc. 401(k) Retirement PlanSturtevant, Inc. 401(k) Reti…$4M
End-of-year total assets ($M) among Whitmore Worsley, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$515K
Employer EIN111571994
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitmore Worsley, Inc.)

Sponsor-wide plan assets over time

All Whitmore Worsley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 6.686683216432556% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.04M $4.31M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 154 $4M
2023 2 290 $8M
2024 1 153 $4M

Nearby 401(k) Plans in New York

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

Whitmore Worsley, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Whitmore Worsley, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004308355 · Participants: 153Whitmore Worsley, Inc. 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Whitmore Worsley, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Whitmore Worsley, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is B.R.W. Contracting 401(k) Plan in FL ($4M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Whitmore Worsley, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Whitmore Worsley, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.6% during 2024, from $4M to $4M. Reported net income was $515K.
How have Whitmore Worsley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitmore Worsley, Inc.'s sponsor-wide assets grew 6.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Whitmore Worsley, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is B.R.W. Contracting 401(k) Plan in FL ($4M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Whitmore Worsley, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 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 111571994.

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.