Whitmore Worsley 401(k) match, vesting and fees
What Whitmore Worsley's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 595 defined-contribution plans in agriculture, forestry, fishing and hunting with 100 to 499 participants.
| Whitmore Worsley: employer contribution per participant | $85 | |
| Peer median | $1,917 |
| Whitmore Worsley: average balance | $37,793 | |
| Peer median | $58,404 |
| Whitmore Worsley: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.38% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.5M at the end of plan year 2021 to $4.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 188 | $4.3M | $9,663 | $85 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 170 | $3.8M | $17K | $153 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 160 | $4M | — | — | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 167 | $4.5M | — | — | 0.42% | Not published | Form 5500 ↗ |
Common questions
Does Whitmore Worsley match 401(k) contributions?
The match terms for the Whitmore Worsley, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $9,663 in employer contributions, about $85 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Whitmore Worsley 401(k) match vested?
The vesting schedule for the Whitmore Worsley, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Whitmore Worsley 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Whitmore Worsley, Inc..
I left Whitmore Worsley. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Whitmore Worsley, Inc., (631) 329-8077) or the recordkeeper, Principal Life Insurance Company. The Whitmore Worsley old 401(k) page lists the contacts from every plan filing. Find an old Whitmore Worsley 401(k)
Data from the public Form 5500 annual reports Whitmore Worsley filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Whitmore Worsley. Not financial advice. Report a correction · Methodology