Department of Labor filing

WHITNEY CENTER, INC.

WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?

Public filing 2024 · received Aug 26, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

45filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$780

Reported employer contributions per active participant.

Higher than about 48% of comparable plans

#People in the filing

351

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$126 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 38% of comparable plans

↗Investment performance

Not available

Plan assets changed 12.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202445out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions48th percentileTypical peer $799 · based on 430 comparable plans

Lower reported administrative expense38th percentileTypical peer $93 · based on 456 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, WHITNEY CENTER, INC. reported $273,905 in employer contributions across the plan and 351 active participants. That works out to $780 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 24.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 2.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context45/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $273,905
Participant contributions: $512,744
Other contributions: $15,491
Employer share of reported contributions: 34.8%
Beginning assets: $8,059,907
Ending assets: $9,046,384
Ending net assets: $9,046,384
Ending liabilities: $0
Total income: $1,817,170
Total expenses: $830,693
Administrative expenses: $47,657
Participant loans: $180,765

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$629

2023

$727

2024

$780

Plan-paid administrative expenses per participant

2022

$123

2023

$112

2024

$126

Active participants

2022

321

2023

339

2024

351

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$780	351	9M	20250826085434NAL0008569361001
2023	$727	339	8.1M	20240927135313NAL0001095203001
2022	$629	321	6.8M	20231013121911NAL0021806963001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 060924891-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Aug 1, 2005
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20250826085434NAL0008569361001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗