401(k) · DOL Form 5500 · 2024

WHITTLESEA-BELL 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 1,739
Participants Near avg headcount: 50th
Percentile by assets National rank: $4,476
Avg per participant Low balance/head

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Official DOL plan name: Whittlesea-Bell Retirement 401(k) Plan · Sponsored by WHITTLESEA-BELL · Nevada · Transportation & Warehousing

$8M in assets, 1,739 participants

WHITTLESEA-BELL's Whittlesea-Bell Retirement 401(k) Plan reported $8M in total assets and 1,739 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

#1,708 in Transportation & Warehousing (3,299 peers)

Coverage in Nevada

Whittlesea-Bell Retirement 401(k) Plan covers 1,739 participants in Nevada, 2.7x the typical Nevada plan (state average ~636 per filing). Assets: $8M.

#1,708
in Transportation & Warehousing (3,299 peers): -6.3%
assets change YoY

The plan reported a net loss of $526K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whittlesea-Bell Retirement 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Whittlesea-Bell Retirement 401(k) Plan vs every filed plan by assets

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

$7,783,673 Top 50% higher than 50% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Whittlesea-Bell Retirement 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. Whittlesea-Bell Retirement 401(k) Plan lands in the large band (1,739 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Whittlesea-Bell Retirement 401(k) Plan reported net income fell from $389K in the plan year 2023 filing to -$526K in the plan year 2024 filing.
Whittlesea-Bell Retirement 401(k) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 880113298 · WHITTLESEA-BELL PY 2024 · 401(k)

Whittlesea-Bell Retirement 401(k) Plan · $8M · 1,739 · 50th

TYPE $8M
NET 1,739
BOOK 50th
VS-ST 401(k)
BOY near Discovery Cube Orange County 401(k) Plan
SCH ind #1708

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 Transportation & Warehousing retirement plans → · Plans in Nevada →

End-of-year total assets ($M) among Whittlesea-Bell Retirement 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nevada filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	-$526K
Employer EIN	880113298
Plan Effective Date	1997-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (WHITTLESEA-BELL)

Latest sponsor-wide plan assets: $8M 1.735928452065027% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,886	$8M
2023	1	1,746	$8M
2024	1	1,739	$8M

Nearby 401(k) Plans in Nevada

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

Whittlesea-Bell Retirement 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants

The Mgm Resorts 401(k) Savings Plan $2.2B · 37,719
Caesars Entertainment, Inc 401(k) Plan $1.9B · 46,859
Barrick Retirement Plan $1.3B · 7,327
Eighth District Electrical Pension Fund Annuity Plan $1.1B · 21,516
Nv Energy 401(k) Plan $1.1B · 2,669

Compare Whittlesea-Bell Retirement 401(k) Plan side-by-side with 3 peers →

Whittlesea-Bell Retirement 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Discovery Cube Orange County 401(k) Plan in CA ($8M); by covered participants it is Alzheimer's Association Retirement and Savings Plan in IL (1,739 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Discovery Cube Orange County 401(k) Plan (CA) $8M · 204
Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust (SD) $8M · 104
Mosby Building Arts, Ltd. 401(k) Plan (MO) $8M · 160
Bloom Companies, LLC 401(k) Plan (WI) $8M · 55

Similar participant headcount

Nearest other-state filings by covered participants (1,739 participants); asset peers above are excluded.

Alzheimer's Association Retirement and Savings Plan (IL) 1,739 · 0 off
The Fresh Mark, Inc. Hourly Pension Plan (OH) 1,739 · 0 off
Sh Group Retirement Savings Plan (FL) 1,739 · 0 off
Hcr Manorcare Retirement Savings 401(k) Plan (OH) 1,740 · 1 off

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 Whittlesea-Bell Retirement 401(k) Plan assets move in 2024? ▼

Whittlesea-Bell Retirement 401(k) Plan pulled back noticeably - down 6.3% during 2024, from $8M to $8M. Reported net income was -$526K.

How have WHITTLESEA-BELL plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), WHITTLESEA-BELL's sponsor-wide assets declined 1.7%, from $8M to $8M.

Which 401(k) plans are similar in size to Whittlesea-Bell Retirement 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Discovery Cube Orange County 401(k) Plan in CA ($8M, 204 participants).

Which 401(k) plans cover a similar participant headcount to Whittlesea-Bell Retirement 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Alzheimer's Association Retirement and Savings Plan in IL (1,739 participants, $277M 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 880113298.