401(k) · DOL Form 5500 · 2023

The Whole Child 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
143
Participants Small participant base
47th
Percentile by assets National rank
$39,568
Avg per participant Low balance/head
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Official DOL plan name: The Whole Child 401(k) Plan · Sponsored by The Whole Child · California · Healthcare & Social Assistance

$6M in assets, 143 participants

The Whole Child's The Whole Child 401(k) Plan reported $6M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,061 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

The Whole Child 401(k) Plan covers 143 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $6M.

#9,061
in Healthcare & Social Assistance (17,684 peers)
+16.7%
assets growth YoY

The Whole Child 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Whole Child 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,658,277 47th percentile higher than 47% of 127,068 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 2023

The Whole Child 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Whole Child 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Whole Child 401(k) Plan reported net income rose from $312K in the plan year 2022 filing to $809K in the plan year 2023 filing.
  • The Whole Child 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Whole Child 401(k) Plan reported participants fell from 152 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952031148 · The Whole Child PY 2023 · 401(k)

The Whole Child 401(k) Plan · $6M · 143 · 47th

  • BOOK $6M
  • BOOK 143
  • BOOK 47th
  • BOOK 401(k)
  • BOOK near The Galman Group 401(k) Plan
  • BOOK ind #9061

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 Healthcare & Social Assistance retirement plans → · Plans in California →

The Whole Child 401(k) Plan in the asset neighbourhood

The Whole Child 401(k) Plan$6MThe Galman Group 401(k) Plan$6MStrong Home Mortgage 401(k) PlanStrong Home Mortgage 401(k) …$6MStorage Asset Management, LLC 401(k) Profit Sharing PlanStorage Asset Management, LL…$6MHeritage Aviation, Inc.401(k) Retirement PlanHeritage Aviation, Inc.401(k…$6M
End-of-year total assets ($M) among The Whole Child 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$809K
Employer EIN952031148
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Whole Child)

Sponsor-wide plan assets over time

All The Whole Child plans reported in each filing year

Latest sponsor-wide plan assets
$7M 35.16924031826191% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.85M $6.55M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 152 $5M
2023 1 143 $6M
2024 1 174 $7M

Nearby 401(k) Plans in California

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

The Whole Child 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Whole Child 401(k) Plan, Total assets ($B): 0.005658277 · Participants: 143The Whole Child 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Whole Child 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Whole Child 401(k) Plan side-by-side with 3 peers →

The Whole Child 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Galman Group 401(k) Plan in PA ($6M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Whole Child 401(k) Plan assets move in 2023? ▼
The Whole Child 401(k) Plan grew sharply - up 16.7% during 2023, from $5M to $6M. Reported net income was $809K.
How have The Whole Child plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Whole Child's sponsor-wide assets grew 35.2%, from $5M to $7M.
Which 401(k) plans are similar in size to The Whole Child 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Galman Group 401(k) Plan in PA ($6M, 150 participants).
Which 401(k) plans cover a similar participant headcount to The Whole Child 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952031148.

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.