Plan5500

Whitaker Construction Co., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Whitaker Construction Co., Inc. (EIN 87-0274152) is a plan sponsor located in Brigham City, UT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
87-0274152
Location
Brigham City, UT
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$110MSummed across loaded plans$110,049,858
Total reported assets$150.3M$150,299,460
Total reported participants2.6K2,613
Total reported liabilities$40.2M$40,249,602

Reported net position

Reported assets = net assets + liabilities (summed)$150.3M total assets
Net assets$110MLiabilities$40.2M
Contributions & income
Employer contributions$5M
Participant contributions$3.4M
Total income / additions$39.1M
Expenses & distributions
Benefits paid / distributions$3.2M
Total expenses$4.6M
Net increase / (decrease)$34.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation3 / 3 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets81%Whitaker Construction Co., Inc. Employee Stock Ownership Plan
Participants per plan871Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Whitaker Construction Co., Inc. Employee Stock Ownership Plan$121M
    Plan #002 · 819 participants · 2023
  2. 2
    Whitaker Construction Co. , Inc. 401(K) Plan$29.3M
    Plan #001 · 903 participants · 2023
  3. 3
    Whitaker Construction Company, Inc. Cafeteria Plannot reported in the loaded dataset
    Plan #501 · 891 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Whitaker Construction Co., Inc.
YearPlanParticipantsSchedulesFiling
2023Whitaker Construction Co., Inc. Employee Stock Ownership Plan819H, C20240927105245NAL0002151873001
2023Whitaker Construction Co. , Inc. 401(K) Plan903H, C20241010130334NAL0021009857001
2023Whitaker Construction Company, Inc. Cafeteria Plan891C20250108194027NAL0023093826001

Related Form 5500 pages