Profit Sharing · DOL Form 5500 · 2024
Whitfield School Profit Sharing Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $227,612
- Avg per participant Above avg balance/head
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.
- #1,880 in Educational Services (3,638 peers)
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.
- #1,880
- in Educational Services (3,638 peers)
- -7.3%
- assets change YoY
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.
Whitfield School Retirement Savings Plan's outsized position by total assets
Whitfield School Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,436,589 Top 31% higher than 69% 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
Whitfield School Retirement Savings 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 School Retirement Savings Plan is a small filing (81 participants) on this national headcount ladder.
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.
Published 5500 schedule card
Filing strip 430911366 · Whitfield School PY 2024 · Profit Sharing
Whitfield School Retirement Savings Plan · $18M · 81 · 69th
- SCH $18M
- SCH 81
- SCH 69th
- SCH Profit Sharing
- SCH near Okeefe Drilling Company Profit-Sharing Trust
- SCH ind #1880
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 Educational Services retirement plans → · Plans in Missouri →
Whitfield School Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Whitfield School plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 1.6544735002984308% vs 2022
- 2024 filing year
| 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.
- Boilermakers National Annuity Trust $1.3B · 18,034
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $459M · 4,032
- 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
Whitfield School Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Okeefe Drilling Company Profit-Sharing Trust in MT ($18M); by covered participants it is Puerto Rico Pathology Retirement Plan in PR (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 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.