Whelen Engineering Company, Inc. 401(k) Plan: Login, Facts & Contact Information

Whelen Engineering Company, Inc. 401(k) Plan Facts

Plan name
WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WHELEN ENGINEERING COMPANY, INC
Participants
1,747 (1,836 active employees)
Former employees with a balance
250
Plan assets
$186,086,438 at Dec 31, 2024
Average account balance
$94,652 across 1,966 accounts
Employer contributions
$4,337,574 in plan year 2024 (30% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 1, 2001
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.3 million went into the plan in contributions, $4.34 million of it from the employer (30%).
  • $7.42 million was paid out to participants.
  • Investment and other income added $21.0 million.
  • Administrative expenses were $21,562, about $11 per account.

How the Whelen Engineering Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,407$39.9 million$0$4.56 million
20201,280$42.7 million$0$2.06 million
20211,219$153.7 million$4.60 million$16.6 million
20221,518$131.7 million$3.03 million$7.10 million
20231,638$158.2 million$3.68 million$7.52 million
20241,747$186.1 million$4.34 million$7.42 million

Whelen Engineering Company, Inc. 401(k) Contact Information

Phone
860-526-9504
Mailing address
51 WINTHROP ROAD, CHESTER CT 06412
Plan sponsor
WHELEN ENGINEERING COMPANY, INC
Employer identification number (EIN)
06-0725110
Plan number
002

Questions about the Whelen Engineering Company, Inc. 401(k)

Does Whelen Engineering Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.34 million, 30% of all contributions.

Does the Whelen Engineering Company, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Whelen Engineering Company, Inc 401(k) plan?

1,747 participants at the start of plan year 2024, 1,836 of them active employees, and 250 former employees who still had money in the plan.

What is the average 401(k) balance at Whelen Engineering Company, Inc?

About $94,652 per account: $186.1 million in plan assets across 1,966 accounts with a balance at the end of plan year 2024.

Who manages the Whelen Engineering Company, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Whelen Engineering Company, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 1699 S HANLEY RD STE 350, SAINT LOUIS, MO, 63144
Headquarter: 2000 NORTH M-63, MAIL DROP 2070, BENTON HARBOR, MI, 49022
Headquarter: 800 SOUTH SHAMROCK AVE., MONROVIA, CA, 91016
Headquarter: 250 RIVERCHASE PKWY E, 5TH FLOOR, HOOVER, AL, 35244
Headquarter: 27-01 QUEENS PLAZA NORTH 3RD FLOOR, LONG ISLAND CITY, NY, 11101