How big is The Whitehead Group's plan?

The Whitehead Group's plan reported $2.3M in assets and 2 participants for 2022.

Original filing (PDF)20231013145119NAL0023000995001

The Whitehead Group

Name: The Whitehead Group — Whitehead Retirement Plan, Form 5500 (2022)
Creator: The Whitehead Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitehead Retirement Plan

401(k) retirement plan · The Whitehead Group's Whitehead Retirement Plan held $2.3M in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

The Whitehead Group's EIN is 20-4104325.

EIN 20-4104325

Plan number 001

Plan year 2022

ACK ID 20231013145119NAL0023000995001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for The Whitehead Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

The Whitehead Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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