How big is Whaleco Inc.'s plan?

Whaleco Inc.'s plan reported $519K in assets and 35 participants for 2024.

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Original filing (PDF)20250630134321NAL0027668018001

Whaleco Inc.

Name: Whaleco Inc. — Form 5500 (2024)
Creator: Whaleco Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whaleco Inc.

401(k) retirement plan · Whaleco Inc. held $519K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$519K

Net assets (EOY)

$519K

People on this filing

Shirley Horner signed Whaleco Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Whaleco Inc.'s EIN is 88-3299930.

EIN 88-3299930

Plan number 001

Plan year 2024

ACK ID 20250630134321NAL0027668018001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whaleco Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WHALECO INC

EIN

all filings

Address

31 ST JAMES AVENUE · SUITE 35 · BOSTON, MA · 02116

Phone

(857) 891-4810

Industry

Retail Trade

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

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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