Profit Sharing · DOL Form 5500 · 2024
Whitfield School Profit Sharing Plan
Data updated 2026-07-24
- $18M
- Total assets
- 81
- Participants
- 69th
- Percentile by assets
- $227,612
- Avg per participant
Official DOL plan name: Whitfield School Retirement Savings Plan · Sponsored by Whitfield School · Missouri · Educational Services
$18M in assets, 81 participants
Whitfield School's Whitfield School Retirement Savings Plan reported $18M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- 69th percentile by assets (of 116,472 plans)
What the 2024 filing shows
Whitfield School Retirement Savings Plan holds $18M for 81 participants - about $227,612 per participant, above the median plan by assets.
- $18M
- total plan assets (2024 EOY)
- 81
- covered participants
- 69th
- percentile by assets (of 116,472 plans)
- $227,612
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whitfield School Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Whitfield School Retirement Savings Plan end-of-year assets fell from $20M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Whitfield School Retirement Savings Plan reported participants rose from 80 in the plan year 2023 filing to 81 in the plan year 2024 filing.
Profit Sharing filing for Whitfield School Retirement Savings Plan
Profit Sharing filing for plan year 2024: EIN 430911366 ; effective since 1988-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$1M |
| Employer EIN | 430911366 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whitfield School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 82 | $18M |
| 2023 | 1 | 80 | $20M |
| 2024 | 1 | 81 | $18M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Whitfield School Retirement Savings Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
- Boilermakers National Annuity Trust $1.3B · 18,034
- I. B. E. W. Local Union No. 124 Annuity Plan $447M · 3,456
- Annuity Fund of Operating Engineers Local 513 $323M · 9,100
- Pipe Fitters Local No 533 Individual Account Plan $302M · 1,427
- IBEW-NECA Retirement Plan $213M · 632
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Whitfield School Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Whitfield School Retirement Savings Plan assets move in 2024? ▼
How have Whitfield School plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Whitfield School Retirement Savings Plan? ▼
Next read for Whitfield School Retirement Savings Plan
Filing takeaways
Ways to act on Whitfield School Retirement Savings Plan's numbers.
- By total assets, Whitfield School Retirement Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
- Whitfield School's sponsor-wide assets have grown 1.7% since 2022 across 3 plan years on file. More Educational Services plans
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 430911366.
Read our methodology - how this data is sourced, computed, and verified.