Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$46,039
2025 Contributions
$15,015
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 | 4 | $46,039 | $15,015 | $3,754iApproximate average salary by contribution assumption: employee only about $93,844 at 4% or $62,563 at 6%; with 50% employer match about $62,563 at 4% or $41,708 at 6%; with 100% employer match about $46,922 at 4% or $31,281 at 6%. |
| Whale Trust 401(K) Plan | - | 4 | $46,039 | $15,015 | $3,754iApproximate average salary by contribution assumption: employee only about $93,844 at 4% or $62,563 at 6%; with 50% employer match about $62,563 at 4% or $41,708 at 6%; with 100% employer match about $46,922 at 4% or $31,281 at 6%. |
| 2024 | 1 | 2 | $26,252 | $10,160 | $5,080iApproximate average salary by contribution assumption: employee only about $127,000 at 4% or $84,667 at 6%; with 50% employer match about $84,667 at 4% or $56,444 at 6%; with 100% employer match about $63,500 at 4% or $42,333 at 6%. |
| Whale Trust 401(K) Plan | - | 2 | $26,252 | $10,160 | $5,080iApproximate average salary by contribution assumption: employee only about $127,000 at 4% or $84,667 at 6%; with 50% employer match about $84,667 at 4% or $56,444 at 6%; with 100% employer match about $63,500 at 4% or $42,333 at 6%. |
| 2023 | 1 | 3 | $24,167 | $10,274 | $3,425iApproximate average salary by contribution assumption: employee only about $85,617 at 4% or $57,078 at 6%; with 50% employer match about $57,078 at 4% or $38,052 at 6%; with 100% employer match about $42,808 at 4% or $28,539 at 6%. |
| Whale Trust 401(K) Plan | - | 3 | $24,167 | $10,274 | $3,425iApproximate average salary by contribution assumption: employee only about $85,617 at 4% or $57,078 at 6%; with 50% employer match about $57,078 at 4% or $38,052 at 6%; with 100% employer match about $42,808 at 4% or $28,539 at 6%. |
| 2022 | 1 | 2 | $11,277 | $9,808 | $4,904iApproximate average salary by contribution assumption: employee only about $122,600 at 4% or $81,733 at 6%; with 50% employer match about $81,733 at 4% or $54,489 at 6%; with 100% employer match about $61,300 at 4% or $40,867 at 6%. |
| Whale Trust 401(K) Plan | - | 2 | $11,277 | $9,808 | $4,904iApproximate average salary by contribution assumption: employee only about $122,600 at 4% or $81,733 at 6%; with 50% employer match about $81,733 at 4% or $54,489 at 6%; with 100% employer match about $61,300 at 4% or $40,867 at 6%. |
| 2021 | 1 | 2 | $2,053 | $2,018 | $1,009iApproximate average salary by contribution assumption: employee only about $25,225 at 4% or $16,817 at 6%; with 50% employer match about $16,817 at 4% or $11,211 at 6%; with 100% employer match about $12,613 at 4% or $8,408 at 6%. |
| Whale Trust 401(K) Plan | - | 2 | $2,053 | $2,018 | $1,009iApproximate average salary by contribution assumption: employee only about $25,225 at 4% or $16,817 at 6%; with 50% employer match about $16,817 at 4% or $11,211 at 6%; with 100% employer match about $12,613 at 4% or $8,408 at 6%. |