Back to filter
Original filing (PDF)20251003143058NAL0001513793001
WHELEN ENGINEERING COMPANY, INC
Form 5500
FILING_RECEIVED
WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,836
Accounts w/ balance
1,966
Plan assets (EOY)
$186.1M
Net assets (EOY)
$186.1M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHELEN ENGINEERING COMPANY, INC.
Plan sponsor
Name
WHELEN ENGINEERING COMPANY, INC
EIN
06-0725110
Address
51 WINTHROP ROAD · CHESTER, CT · 06412
Phone
(860) 526-9504
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WOLLACKLEWITZ
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Investments
24 direct securities · 1 pooled fund· $185.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$180.1M
24 holdings
Common Collective Trust
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIRE I 2030 I 957,391 Shares | — | — | — | $24.5M | 13.2% | |
| TRP RETIRE I 2025 I 1,392,122 Shares | — | — | — | $23.0M | 12.4% | |
| TRP RETIRE I 2035 I 906,305 Shares | — | — | — | $19.1M | 10.3% | |
| FID 500 INDEX 77,775 Shares | — | — | — | $15.9M | 8.5% | |
| TRP RETIRE I 2040 I 448,978 Shares | — | — | — | $13.7M | 7.4% | |
| TRP RETIRE I 2020 I 638,096 Shares | — | — | — | $11.9M | 6.4% | |
| TRP RETIRE I 2045 I 470,084 Shares | — | — | — | $10.5M | 5.6% | |
| MFS GROWTH R6 48,234 Shares | — | — | — | $9.8M | 5.3% | |
| TRP RETIRE I 2050 I 473,016 Shares | — | — | — | $9.0M | 4.8% | |
| VANG EQUITY INC ADM 82,625 Shares | — | — | — | $7.3M | 3.9% | |
| TRP RETIRE I 2055 I 362,472 Shares | — | — | — | $7.2M | 3.9% | |
| EV AC SMID CAP R6 171,200 Shares | — | — | — | $7.2M | 3.9% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $5.5M | 3.0% | |
| TRP RETIRE I 2060 I 267,373 Shares | — | — | — | $4.4M | 2.4% | |
| TRP RETIRE I 2015 I 312,060 Shares | — | — | — | $3.9M | 2.1% | |
| FID TOTAL BOND K6 404,634 Shares | — | — | — | $3.5M | 1.9% | |
| maturities up to 5 years -0- | — | — | — | $2.3M | 1.3% | |
| TRP RETIRE I 2065 I 123,229 Shares | — | — | — | $1.6M | 0.9% | |
| TRP RETIRE I 2005 I 92,785 Shares | — | — | — | $1.1M | 0.6% | |
| FID INTL INDEX 21,780 Shares | — | — | — | $1.0M | 0.6% | |
| AF EUROPAC GROWTH R6 19,234 Shares | — | — | — | $1.0M | 0.6% | |
| TRP RETIRE I 2010 I 59,731 Shares | — | — | — | $905K | 0.5% | |
| FID US BOND IDX 66,095 Shares | — | — | — | $675K | 0.4% | |
| VANG EXT MKT IDX ADM 3,730 Shares | — | — | — | $537K | 0.3% | |
| Of Interest, Collateral, Par Or Maturity Value Or Similar Party Mutual Funds PIF DVRSD RL AST R6 101 Shares | — | — | — | $1K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
VICOR CORPORATION
VICOR CORPORATION 401K PLAN
$186.4M · 941 participants
ANALOGIC CORPORATION
ANALOGIC 401(K) PLAN
$179.3M · 563 participants
AIRBORN, INC.
AIRBORN, INC. 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN
$194.1M · 1,423 participants
MISTRAS GROUP, INC.
MISTRAS GROUP, INC. SALARY SAVINGS PLAN
$201.4M · 3,067 participants
SAFT AMERICA INC.
SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN
$160.0M · 903 participants
HEWLETT PACKARD ENTERPRISE II BV LLC
HEWLETT PACKARD ENTERPRISE PUERTO RICO TAX SAVING CAPITAL ACCUMULATION PLAN
$158.0M · 751 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B