Civic Intelligence

Whitney Inc.

Plan context: Whitney Inc. Employees 401K Plan

EIN 36-3350743 • Chicago, IL • 26 filings • 4 plans

123 N Wacker DriveSuite 2450Chicago, IL 60606
Current Snapshot

Latest Year

2025

2025 Participants

55

2025 Assets

$10,800,743

2025 Contributions

$606,352

Historical Graphs

Total Assets Over Time

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

$10,800,743$5,400,372$0200020132025YearValue
$10,800,743Latest year 2025

Participants Over Time

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

61310200020132025YearValue
55Latest 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
2025155$10,800,743$606,352$11,025iApproximate average salary by contribution assumption: employee only about $275,615 at 4% or $183,743 at 6%; with 50% employer match about $183,743 at 4% or $122,495 at 6%; with 100% employer match about $137,807 at 4% or $91,872 at 6%.
Whitney Inc. Employees 401K Plan-55$10,800,743$606,352$11,025iApproximate average salary by contribution assumption: employee only about $275,615 at 4% or $183,743 at 6%; with 50% employer match about $183,743 at 4% or $122,495 at 6%; with 100% employer match about $137,807 at 4% or $91,872 at 6%.
2024158$10,419,075$674,631$11,632iApproximate average salary by contribution assumption: employee only about $290,789 at 4% or $193,859 at 6%; with 50% employer match about $193,859 at 4% or $129,240 at 6%; with 100% employer match about $145,395 at 4% or $96,930 at 6%.
Whitney Inc. Employees 401K Plan-58$10,419,075$674,631$11,632iApproximate average salary by contribution assumption: employee only about $290,789 at 4% or $193,859 at 6%; with 50% employer match about $193,859 at 4% or $129,240 at 6%; with 100% employer match about $145,395 at 4% or $96,930 at 6%.
2023161$9,193,928$590,471$9,680iApproximate average salary by contribution assumption: employee only about $241,996 at 4% or $161,331 at 6%; with 50% employer match about $161,331 at 4% or $107,554 at 6%; with 100% employer match about $120,998 at 4% or $80,665 at 6%.
Whitney Inc. Employees 401K Plan-61$9,193,928$590,471$9,680iApproximate average salary by contribution assumption: employee only about $241,996 at 4% or $161,331 at 6%; with 50% employer match about $161,331 at 4% or $107,554 at 6%; with 100% employer match about $120,998 at 4% or $80,665 at 6%.
2022161$7,696,516$866,021$14,197iApproximate average salary by contribution assumption: employee only about $354,927 at 4% or $236,618 at 6%; with 50% employer match about $236,618 at 4% or $157,745 at 6%; with 100% employer match about $177,463 at 4% or $118,309 at 6%.
Whitney Inc. Employees 401K Plan-61$7,696,516$866,021$14,197iApproximate average salary by contribution assumption: employee only about $354,927 at 4% or $236,618 at 6%; with 50% employer match about $236,618 at 4% or $157,745 at 6%; with 100% employer match about $177,463 at 4% or $118,309 at 6%.
2021152$8,257,996$346,102$6,656iApproximate average salary by contribution assumption: employee only about $166,395 at 4% or $110,930 at 6%; with 50% employer match about $110,930 at 4% or $73,953 at 6%; with 100% employer match about $83,198 at 4% or $55,465 at 6%.
Whitney Inc. Employees 401K Plan-52$8,257,996$346,102$6,656iApproximate average salary by contribution assumption: employee only about $166,395 at 4% or $110,930 at 6%; with 50% employer match about $110,930 at 4% or $73,953 at 6%; with 100% employer match about $83,198 at 4% or $55,465 at 6%.
2020153$7,904,706$449,194$8,475iApproximate average salary by contribution assumption: employee only about $211,884 at 4% or $141,256 at 6%; with 50% employer match about $141,256 at 4% or $94,171 at 6%; with 100% employer match about $105,942 at 4% or $70,628 at 6%.
Whitney Inc. Employees 401K Plan-53$7,904,706$449,194$8,475iApproximate average salary by contribution assumption: employee only about $211,884 at 4% or $141,256 at 6%; with 50% employer match about $141,256 at 4% or $94,171 at 6%; with 100% employer match about $105,942 at 4% or $70,628 at 6%.
2019158$7,839,049$715,444$12,335iApproximate average salary by contribution assumption: employee only about $308,381 at 4% or $205,587 at 6%; with 50% employer match about $205,587 at 4% or $137,058 at 6%; with 100% employer match about $154,191 at 4% or $102,794 at 6%.
Whitney Inc. Employees 401K Plan-58$7,839,049$715,444$12,335iApproximate average salary by contribution assumption: employee only about $308,381 at 4% or $205,587 at 6%; with 50% employer match about $205,587 at 4% or $137,058 at 6%; with 100% employer match about $154,191 at 4% or $102,794 at 6%.
2018156$6,066,890$665,887$11,891iApproximate average salary by contribution assumption: employee only about $297,271 at 4% or $198,181 at 6%; with 50% employer match about $198,181 at 4% or $132,120 at 6%; with 100% employer match about $148,635 at 4% or $99,090 at 6%.
Whitney Inc. Employees 401K Plan-56$6,066,890$665,887$11,891iApproximate average salary by contribution assumption: employee only about $297,271 at 4% or $198,181 at 6%; with 50% employer match about $198,181 at 4% or $132,120 at 6%; with 100% employer match about $148,635 at 4% or $99,090 at 6%.
2017145$5,919,361$523,811$11,640iApproximate average salary by contribution assumption: employee only about $291,006 at 4% or $194,004 at 6%; with 50% employer match about $194,004 at 4% or $129,336 at 6%; with 100% employer match about $145,503 at 4% or $97,002 at 6%.
Whitney Inc. Employees 401K Plan-45$5,919,361$523,811$11,640iApproximate average salary by contribution assumption: employee only about $291,006 at 4% or $194,004 at 6%; with 50% employer match about $194,004 at 4% or $129,336 at 6%; with 100% employer match about $145,503 at 4% or $97,002 at 6%.
2016143$4,742,441$455,086$10,583iApproximate average salary by contribution assumption: employee only about $264,585 at 4% or $176,390 at 6%; with 50% employer match about $176,390 at 4% or $117,593 at 6%; with 100% employer match about $132,292 at 4% or $88,195 at 6%.
Whitney Inc. Employees 401K Plan-43$4,742,441$455,086$10,583iApproximate average salary by contribution assumption: employee only about $264,585 at 4% or $176,390 at 6%; with 50% employer match about $176,390 at 4% or $117,593 at 6%; with 100% employer match about $132,292 at 4% or $88,195 at 6%.
2015144$4,639,177$521,044$11,842iApproximate average salary by contribution assumption: employee only about $296,048 at 4% or $197,365 at 6%; with 50% employer match about $197,365 at 4% or $131,577 at 6%; with 100% employer match about $148,024 at 4% or $98,683 at 6%.
Whitney Inc. Employees 401K Plan-44$4,639,177$521,044$11,842iApproximate average salary by contribution assumption: employee only about $296,048 at 4% or $197,365 at 6%; with 50% employer match about $197,365 at 4% or $131,577 at 6%; with 100% employer match about $148,024 at 4% or $98,683 at 6%.
2014139$4,144,599$570,189$14,620iApproximate average salary by contribution assumption: employee only about $365,506 at 4% or $243,671 at 6%; with 50% employer match about $243,671 at 4% or $162,447 at 6%; with 100% employer match about $182,753 at 4% or $121,835 at 6%.
Whitney Inc. Employees 401K Plan-39$4,144,599$570,189$14,620iApproximate average salary by contribution assumption: employee only about $365,506 at 4% or $243,671 at 6%; with 50% employer match about $243,671 at 4% or $162,447 at 6%; with 100% employer match about $182,753 at 4% or $121,835 at 6%.
2013136$3,460,874$382,865$10,635iApproximate average salary by contribution assumption: employee only about $265,878 at 4% or $177,252 at 6%; with 50% employer match about $177,252 at 4% or $118,168 at 6%; with 100% employer match about $132,939 at 4% or $88,626 at 6%.
Whitney Inc. Employees 401K Plan-36$3,460,874$382,865$10,635iApproximate average salary by contribution assumption: employee only about $265,878 at 4% or $177,252 at 6%; with 50% employer match about $177,252 at 4% or $118,168 at 6%; with 100% employer match about $132,939 at 4% or $88,626 at 6%.
2012131$2,770,787$218,618$7,052iApproximate average salary by contribution assumption: employee only about $176,305 at 4% or $117,537 at 6%; with 50% employer match about $117,537 at 4% or $78,358 at 6%; with 100% employer match about $88,152 at 4% or $58,768 at 6%.
Whitney Inc. Employees 401K Plan-31$2,770,787$218,618$7,052iApproximate average salary by contribution assumption: employee only about $176,305 at 4% or $117,537 at 6%; with 50% employer match about $117,537 at 4% or $78,358 at 6%; with 100% employer match about $88,152 at 4% or $58,768 at 6%.
2011128$2,298,292$183,326$6,547iApproximate average salary by contribution assumption: employee only about $163,684 at 4% or $109,123 at 6%; with 50% employer match about $109,123 at 4% or $72,748 at 6%; with 100% employer match about $81,842 at 4% or $54,561 at 6%.
Whitney Inc. Employees 401K Plan-28$2,298,292$183,326$6,547iApproximate average salary by contribution assumption: employee only about $163,684 at 4% or $109,123 at 6%; with 50% employer match about $109,123 at 4% or $72,748 at 6%; with 100% employer match about $81,842 at 4% or $54,561 at 6%.
2010130$2,325,200$189,942$6,331iApproximate average salary by contribution assumption: employee only about $158,285 at 4% or $105,523 at 6%; with 50% employer match about $105,523 at 4% or $70,349 at 6%; with 100% employer match about $79,143 at 4% or $52,762 at 6%.
Whitney Inc. Employees 401K Plan-30$2,325,200$189,942$6,331iApproximate average salary by contribution assumption: employee only about $158,285 at 4% or $105,523 at 6%; with 50% employer match about $105,523 at 4% or $70,349 at 6%; with 100% employer match about $79,143 at 4% or $52,762 at 6%.
2009131$2,101,934$169,570$5,470iApproximate average salary by contribution assumption: employee only about $136,750 at 4% or $91,167 at 6%; with 50% employer match about $91,167 at 4% or $60,778 at 6%; with 100% employer match about $68,375 at 4% or $45,583 at 6%.
Whitney Inc. Employees 401K Plan-31$2,101,934$169,570$5,470iApproximate average salary by contribution assumption: employee only about $136,750 at 4% or $91,167 at 6%; with 50% employer match about $91,167 at 4% or $60,778 at 6%; with 100% employer match about $68,375 at 4% or $45,583 at 6%.
2008135$1,499,888$299,780$8,565iApproximate average salary by contribution assumption: employee only about $214,129 at 4% or $142,752 at 6%; with 50% employer match about $142,752 at 4% or $95,168 at 6%; with 100% employer match about $107,064 at 4% or $71,376 at 6%.
Whitney Inc. Employees 401K Plan-35$1,499,888$299,780$8,565iApproximate average salary by contribution assumption: employee only about $214,129 at 4% or $142,752 at 6%; with 50% employer match about $142,752 at 4% or $95,168 at 6%; with 100% employer match about $107,064 at 4% or $71,376 at 6%.
2007133$2,187,239$322,997$9,788iApproximate average salary by contribution assumption: employee only about $244,695 at 4% or $163,130 at 6%; with 50% employer match about $163,130 at 4% or $108,753 at 6%; with 100% employer match about $122,347 at 4% or $81,565 at 6%.
Whitney Inc. Employees 401K Plan-33$2,187,239$322,997$9,788iApproximate average salary by contribution assumption: employee only about $244,695 at 4% or $163,130 at 6%; with 50% employer match about $163,130 at 4% or $108,753 at 6%; with 100% employer match about $122,347 at 4% or $81,565 at 6%.
2006133$1,723,496$292,229$8,855iApproximate average salary by contribution assumption: employee only about $221,386 at 4% or $147,590 at 6%; with 50% employer match about $147,590 at 4% or $98,394 at 6%; with 100% employer match about $110,693 at 4% or $73,795 at 6%.
Whitney Inc. Employees 401K Plan-33$1,723,496$292,229$8,855iApproximate average salary by contribution assumption: employee only about $221,386 at 4% or $147,590 at 6%; with 50% employer match about $147,590 at 4% or $98,394 at 6%; with 100% employer match about $110,693 at 4% or $73,795 at 6%.
2005126$1,304,445$196,360$7,552iApproximate average salary by contribution assumption: employee only about $188,808 at 4% or $125,872 at 6%; with 50% employer match about $125,872 at 4% or $83,915 at 6%; with 100% employer match about $94,404 at 4% or $62,936 at 6%.
Whitney Inc. Employees 401K Plan-26$1,304,445$196,360$7,552iApproximate average salary by contribution assumption: employee only about $188,808 at 4% or $125,872 at 6%; with 50% employer match about $125,872 at 4% or $83,915 at 6%; with 100% employer match about $94,404 at 4% or $62,936 at 6%.
2004124$1,048,219$117,052$4,877iApproximate average salary by contribution assumption: employee only about $121,929 at 4% or $81,286 at 6%; with 50% employer match about $81,286 at 4% or $54,191 at 6%; with 100% employer match about $60,965 at 4% or $40,643 at 6%.
Whitney Inc. Employees 401K Plan-24$1,048,219$117,052$4,877iApproximate average salary by contribution assumption: employee only about $121,929 at 4% or $81,286 at 6%; with 50% employer match about $81,286 at 4% or $54,191 at 6%; with 100% employer match about $60,965 at 4% or $40,643 at 6%.
2003122$859,629$108,089$4,913iApproximate average salary by contribution assumption: employee only about $122,828 at 4% or $81,886 at 6%; with 50% employer match about $81,886 at 4% or $54,590 at 6%; with 100% employer match about $61,414 at 4% or $40,943 at 6%.
Whitney Inc. Employees 401K Plan-22$859,629$108,089$4,913iApproximate average salary by contribution assumption: employee only about $122,828 at 4% or $81,886 at 6%; with 50% employer match about $81,886 at 4% or $54,590 at 6%; with 100% employer match about $61,414 at 4% or $40,943 at 6%.
2002123$657,731$59,285$2,578iApproximate average salary by contribution assumption: employee only about $64,440 at 4% or $42,960 at 6%; with 50% employer match about $42,960 at 4% or $28,640 at 6%; with 100% employer match about $32,220 at 4% or $21,480 at 6%.
Whitney Inc. Employees 401K Plan-23$657,731$59,285$2,578iApproximate average salary by contribution assumption: employee only about $64,440 at 4% or $42,960 at 6%; with 50% employer match about $42,960 at 4% or $28,640 at 6%; with 100% employer match about $32,220 at 4% or $21,480 at 6%.
2001123$663,055$89,230$3,880iApproximate average salary by contribution assumption: employee only about $96,989 at 4% or $64,659 at 6%; with 50% employer match about $64,659 at 4% or $43,106 at 6%; with 100% employer match about $48,495 at 4% or $32,330 at 6%.
Whitney Inc. Employees 401K Plan-23$663,055$89,230$3,880iApproximate average salary by contribution assumption: employee only about $96,989 at 4% or $64,659 at 6%; with 50% employer match about $64,659 at 4% or $43,106 at 6%; with 100% employer match about $48,495 at 4% or $32,330 at 6%.
2000126$638,365$106,724$4,105iApproximate average salary by contribution assumption: employee only about $102,619 at 4% or $68,413 at 6%; with 50% employer match about $68,413 at 4% or $45,609 at 6%; with 100% employer match about $51,310 at 4% or $34,206 at 6%.
Whitney Inc. Employees 401K Plan-26$638,365$106,724$4,105iApproximate average salary by contribution assumption: employee only about $102,619 at 4% or $68,413 at 6%; with 50% employer match about $68,413 at 4% or $45,609 at 6%; with 100% employer match about $51,310 at 4% or $34,206 at 6%.