Civic Intelligence

Whitney & Son Inc.

Plan context: Whitney & Son Inc. 401K Plan

EIN 04-2529201 • Fitchburg, MA • 26 filings • 1 plans

95 Kelly Ave.Fitchburg, MA 01420
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$4,213,303

2025 Contributions

$230,150

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,213,303$2,106,652$0200020132025YearValue
$4,213,303Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

28140200020132025YearValue
26Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025126$4,213,303$230,150$8,852iApproximate average salary by contribution assumption: employee only about $221,298 at 4% or $147,532 at 6%; with 50% employer match about $147,532 at 4% or $98,355 at 6%; with 100% employer match about $110,649 at 4% or $73,766 at 6%.
Whitney & Son Inc. 401K Plan-26$4,213,303$230,150$8,852iApproximate average salary by contribution assumption: employee only about $221,298 at 4% or $147,532 at 6%; with 50% employer match about $147,532 at 4% or $98,355 at 6%; with 100% employer match about $110,649 at 4% or $73,766 at 6%.
2024127$3,398,014$175,574$6,503iApproximate average salary by contribution assumption: employee only about $162,569 at 4% or $108,379 at 6%; with 50% employer match about $108,379 at 4% or $72,253 at 6%; with 100% employer match about $81,284 at 4% or $54,190 at 6%.
Whitney & Son Inc. 401K Plan-27$3,398,014$175,574$6,503iApproximate average salary by contribution assumption: employee only about $162,569 at 4% or $108,379 at 6%; with 50% employer match about $108,379 at 4% or $72,253 at 6%; with 100% employer match about $81,284 at 4% or $54,190 at 6%.
2023126$2,810,608$206,138$7,928iApproximate average salary by contribution assumption: employee only about $198,210 at 4% or $132,140 at 6%; with 50% employer match about $132,140 at 4% or $88,093 at 6%; with 100% employer match about $99,105 at 4% or $66,070 at 6%.
Whitney & Son Inc. 401K Plan-26$2,810,608$206,138$7,928iApproximate average salary by contribution assumption: employee only about $198,210 at 4% or $132,140 at 6%; with 50% employer match about $132,140 at 4% or $88,093 at 6%; with 100% employer match about $99,105 at 4% or $66,070 at 6%.
2022121$2,106,719$200,299$9,538iApproximate average salary by contribution assumption: employee only about $238,451 at 4% or $158,967 at 6%; with 50% employer match about $158,967 at 4% or $105,978 at 6%; with 100% employer match about $119,226 at 4% or $79,484 at 6%.
Whitney & Son Inc. 401K Plan-21$2,106,719$200,299$9,538iApproximate average salary by contribution assumption: employee only about $238,451 at 4% or $158,967 at 6%; with 50% employer match about $158,967 at 4% or $105,978 at 6%; with 100% employer match about $119,226 at 4% or $79,484 at 6%.
2021120$2,383,989$148,366$7,418iApproximate average salary by contribution assumption: employee only about $185,458 at 4% or $123,638 at 6%; with 50% employer match about $123,638 at 4% or $82,426 at 6%; with 100% employer match about $92,729 at 4% or $61,819 at 6%.
Whitney & Son Inc. 401K Plan-20$2,383,989$148,366$7,418iApproximate average salary by contribution assumption: employee only about $185,458 at 4% or $123,638 at 6%; with 50% employer match about $123,638 at 4% or $82,426 at 6%; with 100% employer match about $92,729 at 4% or $61,819 at 6%.
2020118$1,954,712$145,950$8,108iApproximate average salary by contribution assumption: employee only about $202,708 at 4% or $135,139 at 6%; with 50% employer match about $135,139 at 4% or $90,093 at 6%; with 100% employer match about $101,354 at 4% or $67,569 at 6%.
Whitney & Son Inc. 401K Plan-18$1,954,712$145,950$8,108iApproximate average salary by contribution assumption: employee only about $202,708 at 4% or $135,139 at 6%; with 50% employer match about $135,139 at 4% or $90,093 at 6%; with 100% employer match about $101,354 at 4% or $67,569 at 6%.
2019120$1,847,570$147,362$7,368iApproximate average salary by contribution assumption: employee only about $184,203 at 4% or $122,802 at 6%; with 50% employer match about $122,802 at 4% or $81,868 at 6%; with 100% employer match about $92,101 at 4% or $61,401 at 6%.
Whitney & Son Inc. 401K Plan-20$1,847,570$147,362$7,368iApproximate average salary by contribution assumption: employee only about $184,203 at 4% or $122,802 at 6%; with 50% employer match about $122,802 at 4% or $81,868 at 6%; with 100% employer match about $92,101 at 4% or $61,401 at 6%.
2018117$1,379,180$103,769$6,104iApproximate average salary by contribution assumption: employee only about $152,601 at 4% or $101,734 at 6%; with 50% employer match about $101,734 at 4% or $67,823 at 6%; with 100% employer match about $76,301 at 4% or $50,867 at 6%.
Whitney & Son Inc. 401K Plan-17$1,379,180$103,769$6,104iApproximate average salary by contribution assumption: employee only about $152,601 at 4% or $101,734 at 6%; with 50% employer match about $101,734 at 4% or $67,823 at 6%; with 100% employer match about $76,301 at 4% or $50,867 at 6%.
2017114$1,405,404$76,818$5,487iApproximate average salary by contribution assumption: employee only about $137,175 at 4% or $91,450 at 6%; with 50% employer match about $91,450 at 4% or $60,967 at 6%; with 100% employer match about $68,588 at 4% or $45,725 at 6%.
Whitney & Son Inc. 401K Plan-14$1,405,404$76,818$5,487iApproximate average salary by contribution assumption: employee only about $137,175 at 4% or $91,450 at 6%; with 50% employer match about $91,450 at 4% or $60,967 at 6%; with 100% employer match about $68,588 at 4% or $45,725 at 6%.
2016116$1,251,158$86,041$5,378iApproximate average salary by contribution assumption: employee only about $134,439 at 4% or $89,626 at 6%; with 50% employer match about $89,626 at 4% or $59,751 at 6%; with 100% employer match about $67,220 at 4% or $44,813 at 6%.
Whitney & Son Inc. 401K Plan-16$1,251,158$86,041$5,378iApproximate average salary by contribution assumption: employee only about $134,439 at 4% or $89,626 at 6%; with 50% employer match about $89,626 at 4% or $59,751 at 6%; with 100% employer match about $67,220 at 4% or $44,813 at 6%.
2015115$1,583,838$76,576$5,105iApproximate average salary by contribution assumption: employee only about $127,627 at 4% or $85,084 at 6%; with 50% employer match about $85,084 at 4% or $56,723 at 6%; with 100% employer match about $63,813 at 4% or $42,542 at 6%.
Whitney & Son Inc. 401K Plan-15$1,583,838$76,576$5,105iApproximate average salary by contribution assumption: employee only about $127,627 at 4% or $85,084 at 6%; with 50% employer match about $85,084 at 4% or $56,723 at 6%; with 100% employer match about $63,813 at 4% or $42,542 at 6%.
2014116$1,515,383$60,229$3,764iApproximate average salary by contribution assumption: employee only about $94,108 at 4% or $62,739 at 6%; with 50% employer match about $62,739 at 4% or $41,826 at 6%; with 100% employer match about $47,054 at 4% or $31,369 at 6%.
Whitney & Son Inc. 401K Plan-16$1,515,383$60,229$3,764iApproximate average salary by contribution assumption: employee only about $94,108 at 4% or $62,739 at 6%; with 50% employer match about $62,739 at 4% or $41,826 at 6%; with 100% employer match about $47,054 at 4% or $31,369 at 6%.
2013117$2,066,008$48,722$2,866iApproximate average salary by contribution assumption: employee only about $71,650 at 4% or $47,767 at 6%; with 50% employer match about $47,767 at 4% or $31,844 at 6%; with 100% employer match about $35,825 at 4% or $23,883 at 6%.
Whitney & Son Inc. 401K Plan-17$2,066,008$48,722$2,866iApproximate average salary by contribution assumption: employee only about $71,650 at 4% or $47,767 at 6%; with 50% employer match about $47,767 at 4% or $31,844 at 6%; with 100% employer match about $35,825 at 4% or $23,883 at 6%.
2012118$1,804,527$61,589$3,422iApproximate average salary by contribution assumption: employee only about $85,540 at 4% or $57,027 at 6%; with 50% employer match about $57,027 at 4% or $38,018 at 6%; with 100% employer match about $42,770 at 4% or $28,513 at 6%.
Whitney & Son Inc. 401K Plan-18$1,804,527$61,589$3,422iApproximate average salary by contribution assumption: employee only about $85,540 at 4% or $57,027 at 6%; with 50% employer match about $57,027 at 4% or $38,018 at 6%; with 100% employer match about $42,770 at 4% or $28,513 at 6%.
2011119$1,557,564$63,666$3,351iApproximate average salary by contribution assumption: employee only about $83,771 at 4% or $55,847 at 6%; with 50% employer match about $55,847 at 4% or $37,232 at 6%; with 100% employer match about $41,886 at 4% or $27,924 at 6%.
Whitney & Son Inc. 401K Plan-19$1,557,564$63,666$3,351iApproximate average salary by contribution assumption: employee only about $83,771 at 4% or $55,847 at 6%; with 50% employer match about $55,847 at 4% or $37,232 at 6%; with 100% employer match about $41,886 at 4% or $27,924 at 6%.
2010117$1,627,963$169,936$9,996iApproximate average salary by contribution assumption: employee only about $249,906 at 4% or $166,604 at 6%; with 50% employer match about $166,604 at 4% or $111,069 at 6%; with 100% employer match about $124,953 at 4% or $83,302 at 6%.
Whitney & Son Inc. 401K Plan-17$1,627,963$169,936$9,996iApproximate average salary by contribution assumption: employee only about $249,906 at 4% or $166,604 at 6%; with 50% employer match about $166,604 at 4% or $111,069 at 6%; with 100% employer match about $124,953 at 4% or $83,302 at 6%.
2009119$1,555,025$171,743$9,039iApproximate average salary by contribution assumption: employee only about $225,978 at 4% or $150,652 at 6%; with 50% employer match about $150,652 at 4% or $100,435 at 6%; with 100% employer match about $112,989 at 4% or $75,326 at 6%.
Whitney & Son Inc. 401K Plan-19$1,555,025$171,743$9,039iApproximate average salary by contribution assumption: employee only about $225,978 at 4% or $150,652 at 6%; with 50% employer match about $150,652 at 4% or $100,435 at 6%; with 100% employer match about $112,989 at 4% or $75,326 at 6%.
2008126$1,203,200$251,427$9,670iApproximate average salary by contribution assumption: employee only about $241,757 at 4% or $161,171 at 6%; with 50% employer match about $161,171 at 4% or $107,447 at 6%; with 100% employer match about $120,878 at 4% or $80,586 at 6%.
Whitney & Son Inc. 401K Plan-26$1,203,200$251,427$9,670iApproximate average salary by contribution assumption: employee only about $241,757 at 4% or $161,171 at 6%; with 50% employer match about $161,171 at 4% or $107,447 at 6%; with 100% employer match about $120,878 at 4% or $80,586 at 6%.
2007124$1,667,721$245,441$10,227iApproximate average salary by contribution assumption: employee only about $255,668 at 4% or $170,445 at 6%; with 50% employer match about $170,445 at 4% or $113,630 at 6%; with 100% employer match about $127,834 at 4% or $85,223 at 6%.
Whitney & Son Inc. 401K Plan-24$1,667,721$245,441$10,227iApproximate average salary by contribution assumption: employee only about $255,668 at 4% or $170,445 at 6%; with 50% employer match about $170,445 at 4% or $113,630 at 6%; with 100% employer match about $127,834 at 4% or $85,223 at 6%.
2006124$1,442,886$314,042$13,085iApproximate average salary by contribution assumption: employee only about $327,127 at 4% or $218,085 at 6%; with 50% employer match about $218,085 at 4% or $145,390 at 6%; with 100% employer match about $163,564 at 4% or $109,042 at 6%.
Whitney & Son Inc. 401K Plan-24$1,442,886$314,042$13,085iApproximate average salary by contribution assumption: employee only about $327,127 at 4% or $218,085 at 6%; with 50% employer match about $218,085 at 4% or $145,390 at 6%; with 100% employer match about $163,564 at 4% or $109,042 at 6%.
2005128$1,028,041$215,611$7,700iApproximate average salary by contribution assumption: employee only about $192,510 at 4% or $128,340 at 6%; with 50% employer match about $128,340 at 4% or $85,560 at 6%; with 100% employer match about $96,255 at 4% or $64,170 at 6%.
Whitney & Son Inc. 401K Plan-28$1,028,041$215,611$7,700iApproximate average salary by contribution assumption: employee only about $192,510 at 4% or $128,340 at 6%; with 50% employer match about $128,340 at 4% or $85,560 at 6%; with 100% employer match about $96,255 at 4% or $64,170 at 6%.
2004120$795,767$181,504$9,075iApproximate average salary by contribution assumption: employee only about $226,880 at 4% or $151,253 at 6%; with 50% employer match about $151,253 at 4% or $100,836 at 6%; with 100% employer match about $113,440 at 4% or $75,627 at 6%.
Whitney & Son Inc. 401K Plan-20$795,767$181,504$9,075iApproximate average salary by contribution assumption: employee only about $226,880 at 4% or $151,253 at 6%; with 50% employer match about $151,253 at 4% or $100,836 at 6%; with 100% employer match about $113,440 at 4% or $75,627 at 6%.
2003120$548,523$146,933$7,347iApproximate average salary by contribution assumption: employee only about $183,666 at 4% or $122,444 at 6%; with 50% employer match about $122,444 at 4% or $81,629 at 6%; with 100% employer match about $91,833 at 4% or $61,222 at 6%.
Whitney & Son Inc. 401K Plan-20$548,523$146,933$7,347iApproximate average salary by contribution assumption: employee only about $183,666 at 4% or $122,444 at 6%; with 50% employer match about $122,444 at 4% or $81,629 at 6%; with 100% employer match about $91,833 at 4% or $61,222 at 6%.
2002120$302,865$132,868$6,643iApproximate average salary by contribution assumption: employee only about $166,085 at 4% or $110,723 at 6%; with 50% employer match about $110,723 at 4% or $73,816 at 6%; with 100% employer match about $83,043 at 4% or $55,362 at 6%.
Whitney & Son Inc. 401K Plan-20$302,865$132,868$6,643iApproximate average salary by contribution assumption: employee only about $166,085 at 4% or $110,723 at 6%; with 50% employer match about $110,723 at 4% or $73,816 at 6%; with 100% employer match about $83,043 at 4% or $55,362 at 6%.
2001120$244,941$195,886$9,794iApproximate average salary by contribution assumption: employee only about $244,857 at 4% or $163,238 at 6%; with 50% employer match about $163,238 at 4% or $108,826 at 6%; with 100% employer match about $122,429 at 4% or $81,619 at 6%.
Whitney & Son Inc. 401K Plan-20$244,941$195,886$9,794iApproximate average salary by contribution assumption: employee only about $244,857 at 4% or $163,238 at 6%; with 50% employer match about $163,238 at 4% or $108,826 at 6%; with 100% employer match about $122,429 at 4% or $81,619 at 6%.
2000117$79,775$86,143$5,067iApproximate average salary by contribution assumption: employee only about $126,681 at 4% or $84,454 at 6%; with 50% employer match about $84,454 at 4% or $56,303 at 6%; with 100% employer match about $63,340 at 4% or $42,227 at 6%.
Whitney & Son Inc. 401K Plan-17$79,775$86,143$5,067iApproximate average salary by contribution assumption: employee only about $126,681 at 4% or $84,454 at 6%; with 50% employer match about $84,454 at 4% or $56,303 at 6%; with 100% employer match about $63,340 at 4% or $42,227 at 6%.