How big is Whitaker Oil Company's plan?

Whitaker Oil Company's plan reported $12.4M in assets and 119 participants for 2024.

Original filing (PDF)20250710151752NAL0004145299001

Whitaker Oil Company

Name: Whitaker Oil Company — The Whitaker Company, Form 5500 (2024)
Creator: Whitaker Oil Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Whitaker Company

401(k) retirement plan · Whitaker Oil Company's The Whitaker Company held $12.4M in plan assets for 119 participants in 2024.

Active participants

119

Accounts w/ balance

122

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

Plan identifiers

Whitaker Oil Company's EIN is 58-0704049.

EIN 58-0704049

Plan number 001

Plan year 2024

ACK ID 20250710151752NAL0004145299001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whitaker Oil Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score