How big is Whalen LLP's plan?

Whalen LLP's plan reported $10.7M in assets and 6 participants for 2024.

Original filing (PDF)20251014143448NAL0006449442002

Whalen LLP

Name: Whalen LLP — Whalen LLP 401(k) Plan, Form 5500 (2024)
Creator: Whalen LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whalen LLP 401(k) Plan

401(k) retirement plan · Whalen LLP's Whalen LLP 401(k) Plan held $10.7M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

People on this filing

Michael Whalen signed Whalen LLP's 2024 Form 5500 as plan administrator.

Michael Whalen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Whalen LLP's EIN is 14-1921881.

EIN 14-1921881

Plan number 002

Plan year 2024

ACK ID 20251014143448NAL0006449442002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whalen LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whalen LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHALEN LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score