401(k) · DOL Form 5500 · 2024

Whitfield & Eddy P.L.C. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
83
Participants Small participant base
78th
Percentile by assets National rank
$391,290
Avg per participant High balance/head
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Official DOL plan name: Whitfield & Eddy P.L.C. 401(k) Plan · Sponsored by Whitfield & Eddy P.L.C. · Iowa · Professional & Technical Services

$32M in assets, 83 participants

Whitfield & Eddy P.L.C.'s Whitfield & Eddy P.L.C. 401(k) Plan reported $32M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,878 in Professional & Technical Services (20,173 peers)

Where Whitfield & Eddy P.L.C. 401(k) Plan sits by assets

Whitfield & Eddy P.L.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 83 participants (~$391,290/participant), up 18.3% in 2024.

#15,878
in Professional & Technical Services (20,173 peers)
+18.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Whitfield & Eddy P.L.C. 401(k) Plan's outsized position by total assets

Whitfield & Eddy P.L.C. 401(k) Plan vs every filed plan by assets

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

$32,477,089 Top 22% higher than 78% 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

Whitfield & Eddy P.L.C. 401(k) 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. Whitfield & Eddy P.L.C. 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitfield & Eddy P.L.C. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Whitfield & Eddy P.L.C. 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 420643980 · Whitfield & Eddy P.L.C. PY 2024 · 401(k)

Whitfield & Eddy P.L.C. 401(k) Plan · $32M · 83 · 78th

  • EBSA $32M
  • EBSA 83
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near Peaksware Holdings LLC 401(k) Plan
  • EBSA ind #15878

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 Iowa →

Whitfield & Eddy P.L.C. 401(k) Plan in the asset neighbourhood

Whitfield & Eddy P.L.C. 401(k) PlanWhitfield & Eddy P.L.C. 401(…$32MPeaksware Holdings LLC 401(k) PlanPeaksware Holdings LLC 401(k…$32MTradelink LLC 401(k) Profit Sharing PlanTradelink LLC 401(k) Profit …$32MMurcor, Inc. 401(k) Profit Sharing PlanMurcor, Inc. 401(k) Profit S…$32MKymera International 401(k) PlanKymera International 401(k) …$32M
End-of-year total assets ($M) among Whitfield & Eddy P.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN420643980
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitfield & Eddy P.L.C.)

Sponsor-wide plan assets over time

All Whitfield & Eddy P.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 33.236338594876365% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.4M $32.5M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 87 $24M
2023 1 83 $27M
2024 1 83 $32M

Nearby 401(k) Plans in Iowa

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

Whitfield & Eddy P.L.C. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Whitfield & Eddy P.L.C. 401(k) Plan, Total assets ($B): 0.032477089 · Participants: 83Whitfield & Eddy P.L.C. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Whitfield & Eddy P.L.C. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Whitfield & Eddy P.L.C. 401(k) Plan side-by-side with 3 peers →

Whitfield & Eddy P.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Peaksware Holdings LLC 401(k) Plan in CO ($32M); by covered participants it is Arizona Pulmonary Specialists, Ltd. Savings Plan in AZ (83 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Whitfield & Eddy P.L.C. 401(k) Plan assets move in 2024? ▼
Whitfield & Eddy P.L.C. 401(k) Plan grew sharply - up 18.3% during 2024, from $27M to $32M. Reported net income was $5M.
How have Whitfield & Eddy P.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitfield & Eddy P.L.C.'s sponsor-wide assets grew 33.2%, from $24M to $32M.
Where does Whitfield & Eddy P.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Whitfield & Eddy P.L.C. 401(k) Plan ranks in the 78th 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 Whitfield & Eddy P.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peaksware Holdings LLC 401(k) Plan in CO ($32M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Whitfield & Eddy P.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arizona Pulmonary Specialists, Ltd. Savings Plan in AZ (83 participants, $22M 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 420643980.

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.