401(k) · DOL Form 5500 · 2024

The Whole Child 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
174
Participants Small participant base
47th
Percentile by assets National rank
$37,672
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

$7M in assets, 174 participants

The Whole Child's The Whole Child 401(k) Plan reported $7M in total assets and 174 participants in its 2024 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.

  • #8,686 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

The Whole Child 401(k) Plan covers 174 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $7M.

#8,686
in Healthcare & Social Assistance (16,916 peers)
+15.8%
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 2024 · DOL Form 5500

$6,554,985 47th percentile higher than 47% 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

The Whole Child 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. The Whole Child 401(k) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Whole Child 401(k) Plan reported participants rose from 143 in the plan year 2023 filing to 174 in the plan year 2024 filing.
  • The Whole Child 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Whole Child 401(k) Plan reported net income rose from $809K in the plan year 2023 filing to $897K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952031148 · The Whole Child PY 2024 · 401(k)

The Whole Child 401(k) Plan · $7M · 174 · 47th

  • EOY $7M
  • EOY 174
  • EOY 47th
  • EOY 401(k)
  • EOY near Tel-Tru Manufacturing Company Retirement Plan
  • EOY ind #8686

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

Tel-Tru Manufacturing Company Retirement PlanTel-Tru Manufacturing Compan…$7MThe Whole Child 401(k) Plan$7MS.J. Innovations, LLC 401(k) Profit Sharing PlanS.J. Innovations, LLC 401(k)…$7MNr Group Incorporated$7M401(k) Profit Sharing Plan for Employees of Suburban Access, Inc.401(k) Profit Sharing Plan f…$7M
End-of-year total assets ($M) among The Whole Child 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$897K
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. -50000050000100000150000 -200204060 Total assets ($B) Participants The Whole Child 401(k) Plan, Total assets ($B): 0.006554985 · Participants: 174The Whole Child 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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 Tel-Tru Manufacturing Company Retirement Plan in NY ($7M); by covered participants it is Delta Systems, Inc. 401(k) Plan in OH (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 The Whole Child 401(k) Plan assets move in 2024? ▼
The Whole Child 401(k) Plan grew sharply - up 15.8% during 2024, from $6M to $7M. Reported net income was $897K.
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 Tel-Tru Manufacturing Company Retirement Plan in NY ($7M, 52 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 Delta Systems, Inc. 401(k) Plan in OH (174 participants, $15M 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 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.