· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WHITMORE COMPANY, INC. — WHITMORE COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709174514NAL0002984403001
WHITMORE COMPANY, INC.
Form 5500-SF
FILING_RECEIVED
WHITMORE COMPANY, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
51
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WHITMORE COMPANY, INC.
.
Find decision makers
Plan sponsor
Name
WHITMORE COMPANY, INC.
EIN
42-0887900
Address
120 EAST WASHINGTON · CLARINDA, IA · 51632
Phone
(712) 542-5661
Industry
Management of Companies / Holdings
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Management of Companies / Holdings plans
GEORGIA BANKING COMPANY
GEORGIA BANKING COMPANY SECTION 401(K) PS PLAN
$13.8M · 188 participants
BANK OF AMERICA, N.A.
BANK OF AMERICA RETIREMENT PLAN FOR DOLLAR PAID EMPLOYEES OF MILITARY BANKING DIVISION
$13.2M · 66 participants
UBT BANCSHARES, INC.
UBT BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$13.9M · 86 participants
BANCORP FINANCIAL, INC.
BANCORP FINANCIAL, INC. 401(K) PLAN
$13.2M · 180 participants
MIDWESTONE FINANCIAL GROUP, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MIDWESTONE FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
$13.0M · 699 participants
WELLS FARGO & COMPANY
WELLS FARGO & CO HEALTH PLAN (FOR ELIGIBLE ACTIVE EMPLOYEES & THEIR DEPENDENTS)
$14.1M · 149,291 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
