Whallon Machinery Incorporated
Plan context: Whallon Inc. 401(K) Salary Reduction Plan and Trust
EIN 35-1311173 • Royal Center, IN • 30 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
22
2025 Assets
$1,634,173
2025 Contributions
$63,575
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 22 | $1,634,173 | $63,575 | $2,890iApproximate average salary by contribution assumption: employee only about $72,244 at 4% or $48,163 at 6%; with 50% employer match about $48,163 at 4% or $32,109 at 6%; with 100% employer match about $36,122 at 4% or $24,081 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 22 | $1,634,173 | $63,575 | $2,890iApproximate average salary by contribution assumption: employee only about $72,244 at 4% or $48,163 at 6%; with 50% employer match about $48,163 at 4% or $32,109 at 6%; with 100% employer match about $36,122 at 4% or $24,081 at 6%. |
| 2024 | 1 | 23 | $2,436,099 | $34,355 | $1,494iApproximate average salary by contribution assumption: employee only about $37,342 at 4% or $24,895 at 6%; with 50% employer match about $24,895 at 4% or $16,597 at 6%; with 100% employer match about $18,671 at 4% or $12,447 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 23 | $2,436,099 | $34,355 | $1,494iApproximate average salary by contribution assumption: employee only about $37,342 at 4% or $24,895 at 6%; with 50% employer match about $24,895 at 4% or $16,597 at 6%; with 100% employer match about $18,671 at 4% or $12,447 at 6%. |
| 2023 | 1 | 25 | $2,909,059 | $43,118 | $1,725iApproximate average salary by contribution assumption: employee only about $43,118 at 4% or $28,745 at 6%; with 50% employer match about $28,745 at 4% or $19,164 at 6%; with 100% employer match about $21,559 at 4% or $14,373 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 25 | $2,909,059 | $43,118 | $1,725iApproximate average salary by contribution assumption: employee only about $43,118 at 4% or $28,745 at 6%; with 50% employer match about $28,745 at 4% or $19,164 at 6%; with 100% employer match about $21,559 at 4% or $14,373 at 6%. |
| 2022 | 1 | 26 | $2,662,388 | $52,703 | $2,027iApproximate average salary by contribution assumption: employee only about $50,676 at 4% or $33,784 at 6%; with 50% employer match about $33,784 at 4% or $22,523 at 6%; with 100% employer match about $25,338 at 4% or $16,892 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 26 | $2,662,388 | $52,703 | $2,027iApproximate average salary by contribution assumption: employee only about $50,676 at 4% or $33,784 at 6%; with 50% employer match about $33,784 at 4% or $22,523 at 6%; with 100% employer match about $25,338 at 4% or $16,892 at 6%. |
| 2021 | 1 | 27 | $2,767,565 | $44,322 | $1,642iApproximate average salary by contribution assumption: employee only about $41,039 at 4% or $27,359 at 6%; with 50% employer match about $27,359 at 4% or $18,240 at 6%; with 100% employer match about $20,519 at 4% or $13,680 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 27 | $2,767,565 | $44,322 | $1,642iApproximate average salary by contribution assumption: employee only about $41,039 at 4% or $27,359 at 6%; with 50% employer match about $27,359 at 4% or $18,240 at 6%; with 100% employer match about $20,519 at 4% or $13,680 at 6%. |
| 2020 | 1 | 26 | $2,687,614 | $124,473 | $4,787iApproximate average salary by contribution assumption: employee only about $119,686 at 4% or $79,790 at 6%; with 50% employer match about $79,790 at 4% or $53,194 at 6%; with 100% employer match about $59,843 at 4% or $39,895 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 26 | $2,687,614 | $124,473 | $4,787iApproximate average salary by contribution assumption: employee only about $119,686 at 4% or $79,790 at 6%; with 50% employer match about $79,790 at 4% or $53,194 at 6%; with 100% employer match about $59,843 at 4% or $39,895 at 6%. |
| 2019 | 1 | 25 | $2,653,943 | $245,798 | $9,832iApproximate average salary by contribution assumption: employee only about $245,798 at 4% or $163,865 at 6%; with 50% employer match about $163,865 at 4% or $109,244 at 6%; with 100% employer match about $122,899 at 4% or $81,933 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 25 | $2,653,943 | $245,798 | $9,832iApproximate average salary by contribution assumption: employee only about $245,798 at 4% or $163,865 at 6%; with 50% employer match about $163,865 at 4% or $109,244 at 6%; with 100% employer match about $122,899 at 4% or $81,933 at 6%. |
| 2018 | 1 | 21 | $2,314,983 | $72,417 | $3,448iApproximate average salary by contribution assumption: employee only about $86,211 at 4% or $57,474 at 6%; with 50% employer match about $57,474 at 4% or $38,316 at 6%; with 100% employer match about $43,105 at 4% or $28,737 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 21 | $2,314,983 | $72,417 | $3,448iApproximate average salary by contribution assumption: employee only about $86,211 at 4% or $57,474 at 6%; with 50% employer match about $57,474 at 4% or $38,316 at 6%; with 100% employer match about $43,105 at 4% or $28,737 at 6%. |
| 2017 | 1 | 24 | $2,315,612 | $95,967 | $3,999iApproximate average salary by contribution assumption: employee only about $99,966 at 4% or $66,644 at 6%; with 50% employer match about $66,644 at 4% or $44,429 at 6%; with 100% employer match about $49,983 at 4% or $33,322 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 24 | $2,315,612 | $95,967 | $3,999iApproximate average salary by contribution assumption: employee only about $99,966 at 4% or $66,644 at 6%; with 50% employer match about $66,644 at 4% or $44,429 at 6%; with 100% employer match about $49,983 at 4% or $33,322 at 6%. |
| 2016 | 1 | 28 | $2,427,209 | $126,462 | $4,517iApproximate average salary by contribution assumption: employee only about $112,913 at 4% or $75,275 at 6%; with 50% employer match about $75,275 at 4% or $50,183 at 6%; with 100% employer match about $56,456 at 4% or $37,638 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 28 | $2,427,209 | $126,462 | $4,517iApproximate average salary by contribution assumption: employee only about $112,913 at 4% or $75,275 at 6%; with 50% employer match about $75,275 at 4% or $50,183 at 6%; with 100% employer match about $56,456 at 4% or $37,638 at 6%. |
| 2015 | 1 | 27 | $2,190,638 | $115,600 | $4,281iApproximate average salary by contribution assumption: employee only about $107,037 at 4% or $71,358 at 6%; with 50% employer match about $71,358 at 4% or $47,572 at 6%; with 100% employer match about $53,519 at 4% or $35,679 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 27 | $2,190,638 | $115,600 | $4,281iApproximate average salary by contribution assumption: employee only about $107,037 at 4% or $71,358 at 6%; with 50% employer match about $71,358 at 4% or $47,572 at 6%; with 100% employer match about $53,519 at 4% or $35,679 at 6%. |
| 2014 | 1 | 25 | $2,219,795 | $72,839 | $2,914iApproximate average salary by contribution assumption: employee only about $72,839 at 4% or $48,559 at 6%; with 50% employer match about $48,559 at 4% or $32,373 at 6%; with 100% employer match about $36,420 at 4% or $24,280 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 25 | $2,219,795 | $72,839 | $2,914iApproximate average salary by contribution assumption: employee only about $72,839 at 4% or $48,559 at 6%; with 50% employer match about $48,559 at 4% or $32,373 at 6%; with 100% employer match about $36,420 at 4% or $24,280 at 6%. |
| 2013 | 1 | 27 | $2,228,198 | $60,504 | $2,241iApproximate average salary by contribution assumption: employee only about $56,022 at 4% or $37,348 at 6%; with 50% employer match about $37,348 at 4% or $24,899 at 6%; with 100% employer match about $28,011 at 4% or $18,674 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 27 | $2,228,198 | $60,504 | $2,241iApproximate average salary by contribution assumption: employee only about $56,022 at 4% or $37,348 at 6%; with 50% employer match about $37,348 at 4% or $24,899 at 6%; with 100% employer match about $28,011 at 4% or $18,674 at 6%. |
| 2012 | 1 | 28 | $1,995,460 | $60,413 | $2,158iApproximate average salary by contribution assumption: employee only about $53,940 at 4% or $35,960 at 6%; with 50% employer match about $35,960 at 4% or $23,973 at 6%; with 100% employer match about $26,970 at 4% or $17,980 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 28 | $1,995,460 | $60,413 | $2,158iApproximate average salary by contribution assumption: employee only about $53,940 at 4% or $35,960 at 6%; with 50% employer match about $35,960 at 4% or $23,973 at 6%; with 100% employer match about $26,970 at 4% or $17,980 at 6%. |
| 2011 | 1 | 31 | $1,869,897 | $66,409 | $2,142iApproximate average salary by contribution assumption: employee only about $53,556 at 4% or $35,704 at 6%; with 50% employer match about $35,704 at 4% or $23,803 at 6%; with 100% employer match about $26,778 at 4% or $17,852 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 31 | $1,869,897 | $66,409 | $2,142iApproximate average salary by contribution assumption: employee only about $53,556 at 4% or $35,704 at 6%; with 50% employer match about $35,704 at 4% or $23,803 at 6%; with 100% employer match about $26,778 at 4% or $17,852 at 6%. |
| 2010 | 1 | 32 | $2,099,442 | $78,205 | $2,444iApproximate average salary by contribution assumption: employee only about $61,098 at 4% or $40,732 at 6%; with 50% employer match about $40,732 at 4% or $27,155 at 6%; with 100% employer match about $30,549 at 4% or $20,366 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 32 | $2,099,442 | $78,205 | $2,444iApproximate average salary by contribution assumption: employee only about $61,098 at 4% or $40,732 at 6%; with 50% employer match about $40,732 at 4% or $27,155 at 6%; with 100% employer match about $30,549 at 4% or $20,366 at 6%. |
| 2009 | 1 | 35 | $2,084,027 | $94,785 | $2,708iApproximate average salary by contribution assumption: employee only about $67,704 at 4% or $45,136 at 6%; with 50% employer match about $45,136 at 4% or $30,090 at 6%; with 100% employer match about $33,852 at 4% or $22,568 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 35 | $2,084,027 | $94,785 | $2,708iApproximate average salary by contribution assumption: employee only about $67,704 at 4% or $45,136 at 6%; with 50% employer match about $45,136 at 4% or $30,090 at 6%; with 100% employer match about $33,852 at 4% or $22,568 at 6%. |
| 2008 | 1 | 29 | $1,660,402 | $103,229 | $3,560iApproximate average salary by contribution assumption: employee only about $88,991 at 4% or $59,327 at 6%; with 50% employer match about $59,327 at 4% or $39,551 at 6%; with 100% employer match about $44,495 at 4% or $29,664 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 29 | $1,660,402 | $103,229 | $3,560iApproximate average salary by contribution assumption: employee only about $88,991 at 4% or $59,327 at 6%; with 50% employer match about $59,327 at 4% or $39,551 at 6%; with 100% employer match about $44,495 at 4% or $29,664 at 6%. |
| 2007 | 1 | 33 | $2,440,023 | $127,013 | $3,849iApproximate average salary by contribution assumption: employee only about $96,222 at 4% or $64,148 at 6%; with 50% employer match about $64,148 at 4% or $42,765 at 6%; with 100% employer match about $48,111 at 4% or $32,074 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 33 | $2,440,023 | $127,013 | $3,849iApproximate average salary by contribution assumption: employee only about $96,222 at 4% or $64,148 at 6%; with 50% employer match about $64,148 at 4% or $42,765 at 6%; with 100% employer match about $48,111 at 4% or $32,074 at 6%. |
| 2006 | 1 | 35 | $2,233,901 | $160,924 | $4,598iApproximate average salary by contribution assumption: employee only about $114,946 at 4% or $76,630 at 6%; with 50% employer match about $76,630 at 4% or $51,087 at 6%; with 100% employer match about $57,473 at 4% or $38,315 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 35 | $2,233,901 | $160,924 | $4,598iApproximate average salary by contribution assumption: employee only about $114,946 at 4% or $76,630 at 6%; with 50% employer match about $76,630 at 4% or $51,087 at 6%; with 100% employer match about $57,473 at 4% or $38,315 at 6%. |
| 2005 | 1 | 40 | $2,088,988 | $139,112 | $3,478iApproximate average salary by contribution assumption: employee only about $86,945 at 4% or $57,963 at 6%; with 50% employer match about $57,963 at 4% or $38,642 at 6%; with 100% employer match about $43,473 at 4% or $28,982 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 40 | $2,088,988 | $139,112 | $3,478iApproximate average salary by contribution assumption: employee only about $86,945 at 4% or $57,963 at 6%; with 50% employer match about $57,963 at 4% or $38,642 at 6%; with 100% employer match about $43,473 at 4% or $28,982 at 6%. |
| 2004 | 1 | 38 | $1,918,566 | $138,774 | $3,652iApproximate average salary by contribution assumption: employee only about $91,299 at 4% or $60,866 at 6%; with 50% employer match about $60,866 at 4% or $40,577 at 6%; with 100% employer match about $45,649 at 4% or $30,433 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 38 | $1,918,566 | $138,774 | $3,652iApproximate average salary by contribution assumption: employee only about $91,299 at 4% or $60,866 at 6%; with 50% employer match about $60,866 at 4% or $40,577 at 6%; with 100% employer match about $45,649 at 4% or $30,433 at 6%. |
| 2003 | 1 | 41 | $1,778,457 | $74,243 | $1,811iApproximate average salary by contribution assumption: employee only about $45,270 at 4% or $30,180 at 6%; with 50% employer match about $30,180 at 4% or $20,120 at 6%; with 100% employer match about $22,635 at 4% or $15,090 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 41 | $1,778,457 | $74,243 | $1,811iApproximate average salary by contribution assumption: employee only about $45,270 at 4% or $30,180 at 6%; with 50% employer match about $30,180 at 4% or $20,120 at 6%; with 100% employer match about $22,635 at 4% or $15,090 at 6%. |
| 2002 | 1 | 41 | $1,595,176 | $124,279 | $3,031iApproximate average salary by contribution assumption: employee only about $75,780 at 4% or $50,520 at 6%; with 50% employer match about $50,520 at 4% or $33,680 at 6%; with 100% employer match about $37,890 at 4% or $25,260 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 41 | $1,595,176 | $124,279 | $3,031iApproximate average salary by contribution assumption: employee only about $75,780 at 4% or $50,520 at 6%; with 50% employer match about $50,520 at 4% or $33,680 at 6%; with 100% employer match about $37,890 at 4% or $25,260 at 6%. |
| 2001 | 2 | 45 | $1,975,416 | $251,501 | $5,589iApproximate average salary by contribution assumption: employee only about $139,723 at 4% or $93,149 at 6%; with 50% employer match about $93,149 at 4% or $62,099 at 6%; with 100% employer match about $69,861 at 4% or $46,574 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 45 | $1,975,416 | $146,501 | $3,256iApproximate average salary by contribution assumption: employee only about $81,389 at 4% or $54,260 at 6%; with 50% employer match about $54,260 at 4% or $36,173 at 6%; with 100% employer match about $40,695 at 4% or $27,130 at 6%. |
| Whallon Machinery Employee Benefit Trust | - | 0 | - | $105,000 | - |
| 2000 | 2 | 48 | $2,049,047 | $374,029 | $7,792iApproximate average salary by contribution assumption: employee only about $194,807 at 4% or $129,871 at 6%; with 50% employer match about $129,871 at 4% or $86,581 at 6%; with 100% employer match about $97,403 at 4% or $64,936 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 48 | $1,880,281 | $105,661 | $2,201iApproximate average salary by contribution assumption: employee only about $55,032 at 4% or $36,688 at 6%; with 50% employer match about $36,688 at 4% or $24,459 at 6%; with 100% employer match about $27,516 at 4% or $18,344 at 6%. |
| Whallon Machinery Employee Benefit Trust | - | 47 | $168,766 | $268,368 | $5,710iApproximate average salary by contribution assumption: employee only about $142,749 at 4% or $95,166 at 6%; with 50% employer match about $95,166 at 4% or $63,444 at 6%; with 100% employer match about $71,374 at 4% or $47,583 at 6%. |
| 1999 | 2 | 50 | $1,784,131 | $324,859 | $6,497iApproximate average salary by contribution assumption: employee only about $162,430 at 4% or $108,286 at 6%; with 50% employer match about $108,286 at 4% or $72,191 at 6%; with 100% employer match about $81,215 at 4% or $54,143 at 6%. |
| Whallon Inc. 401(K) Salary Reduction Plan and Trust | - | 50 | $1,770,011 | $115,390 | $2,308iApproximate average salary by contribution assumption: employee only about $57,695 at 4% or $38,463 at 6%; with 50% employer match about $38,463 at 4% or $25,642 at 6%; with 100% employer match about $28,848 at 4% or $19,232 at 6%. |
| Whallon Machinery Employee Benefit Trust | - | 47 | $14,120 | $209,469 | $4,457iApproximate average salary by contribution assumption: employee only about $111,420 at 4% or $74,280 at 6%; with 50% employer match about $74,280 at 4% or $49,520 at 6%; with 100% employer match about $55,710 at 4% or $37,140 at 6%. |