401(k) · DOL Form 5500 · 2024

Whitlam Group, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
116
Participants Small participant base
59th
Percentile by assets National rank
$99,970
Avg per participant Below avg balance/head
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Official DOL plan name: Whitlam Group 401(k) Plan · Sponsored by Whitlam Group, Inc. · Michigan · Manufacturing

$12M in assets, 116 participants

Whitlam Group, Inc.'s Whitlam Group 401(k) Plan reported $12M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,085 in Manufacturing (17,777 peers)

Coverage in Michigan

Whitlam Group 401(k) Plan covers 116 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $12M.

#8,085
in Manufacturing (17,777 peers)
+14.2%
assets growth YoY

Whitlam Group 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Whitlam Group 401(k) Plan vs every filed plan by assets

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

$11,596,467 Top 41% higher than 59% 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

Whitlam Group 401(k) 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. Whitlam Group 401(k) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitlam Group 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Whitlam Group 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Whitlam Group 401(k) Plan reported participants rose from 109 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 381855016 · Whitlam Group, Inc. PY 2024 · 401(k)

Whitlam Group 401(k) Plan · $12M · 116 · 59th

  • SCH $12M
  • EBSA 116
  • PART 59th
  • TYPE 401(k)
  • NET near Alpin Haus Ski Shop, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #8085

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 Manufacturing retirement plans → · Plans in Michigan →

Whitlam Group 401(k) Plan in the asset neighbourhood

Whitlam Group 401(k) Plan$12MAlpin Haus Ski Shop, Inc. 401(k) Profit Sharing PlanAlpin Haus Ski Shop, Inc. 40…$12MMission North, Inc. 401(k) PlanMission North, Inc. 401(k) P…$12MMark Christopher Chevrolet Inc 401(k) Profit Sharing Plan & TrustMark Christopher Chevrolet I…$12MThe Mette, Evans and Woodside 401(k) PlanThe Mette, Evans and Woodsid…$12M
End-of-year total assets ($M) among Whitlam Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN381855016
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitlam Group, Inc.)

Sponsor-wide plan assets over time

All Whitlam Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 29.231987707630978% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.97M $11.6M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 110 $9M
2023 1 109 $10M
2024 1 116 $12M

Nearby 401(k) Plans in Michigan

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

Whitlam Group 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Whitlam Group 401(k) Plan, Total assets ($B): 0.011596467 · Participants: 116Whitlam Group 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Whitlam Group 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Whitlam Group 401(k) Plan side-by-side with 3 peers →

Whitlam Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Alpin Haus Ski Shop, Inc. 401(k) Profit Sharing Plan in NY ($12M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Whitlam Group 401(k) Plan assets move in 2024? ▼
Whitlam Group 401(k) Plan grew at a solid clip - up 14.2% during 2024, from $10M to $12M. Reported net income was $1M.
How have Whitlam Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitlam Group, Inc.'s sponsor-wide assets grew 29.2%, from $9M to $12M.
Which 401(k) plans are similar in size to Whitlam Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alpin Haus Ski Shop, Inc. 401(k) Profit Sharing Plan in NY ($12M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Whitlam Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 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 381855016.

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.