OnlyBoth : Benchmarking M H Whittier Corporation Savings Plan in South Pasadena, CA

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Benchmarking M H Whittier Corporation Savings Plan in South Pasadena, CA against

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M H Whittier Corporation Savings Plan in South Pasadena, CA has the highest average account balance ($328,929) of the 641 plans in the Far West with at least 272 living participants. That $328,929 compares to an average of $98,327 across those 641 plans.

Beating the average of $98,327 means an extra $62,723,848 in total assets.

Note: average account balance = total assets ÷ total participants

M H Whittier Corporation Savings Plan has these standings among those 641 peer plans:

average account balance = $328,929 (the highest)

total assets = $89,468,759 (79th-most)

total participants = 272 (the fewest)

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References

average account balance. Higher values are better. Average account balance equals total assets, in Line 1f(b) from Schedule H, divided by total participants, in Line 6f of Form 5500. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
in region. The 9 regions with their corresponding states or other geographic entities are: New England (CT ME MA NH RI VT), Mid Atlantic (DE DC MD NJ NY PA), Great Lakes (IL IN MI OH WI), Plains (IA KS MN MO NE ND SD), Southeast (AL AR FL GA KY LA MS NC SC TN VA WV), Southwest (AZ NM OK TX), Rocky Mountains (CO ID MT UT WY), Far West (AK CA HI NV OR WA), and Outlying Areas (VI PR GU AS MP). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
living participants. Total of active, retired, or separated participants who are still living. Line 6d in Form 5500. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.

Profile

M H Whittier Corporation Savings Plan in South Pasadena, CA is in California, its EIN is 952459099, its industry group is Oil and Gas Extraction, its plan administrator is Gustavo Sanchez, is a profit-sharing plan, covered by a fidelity bond, provides for automatic enrollment, provides participant-directed brokerage accounts as investment options, is a multiple-employer plan, its business code is 211120, has 100 to 499 total participants, is better than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, yield on beginning-of-plan-year total assets, and diversity of asset types (5 total), is better than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (the entire set of 5), and is lower than the overall administrative medians in each of other administrative expenses, total administrative expenses, and total administrative expense ratio.

Numeric values:

net assets (assets minus liabilities) ($89.50M)
total assets ($89,468,759)
total assets at beginning of plan year ($75,757,790)
value of interest in registered investment companies (e.g., mutual funds) ($55.60M)
value of interest in common/collective trusts ($32,440,207)
total income ($19,250,254)
net income ($13,710,969)
earnings on investments ($12,024,604)
net earnings on investments ($12,024,604)
total contributions ($7,116,297)
total expenses ($5,539,285)
cash contributions from employers ($3,848,971)
cash contributions from participants ($2,220,111)
other general investments ($843,866)
participant loans ($594,392)
average account balance ($328,929)
net income per total participant ($50,408)
average employer cash contribution per active participant ($19,943)
average participant cash contribution per active participant ($11,503)
other administrative expenses ($747)
total administrative expenses ($747)
total administrative expense per participant ($2.75)
total noninterest-bearing cash ($0)
receivables employer contributions ($0)
receivables participant contributions ($0)
other receivables (not employer nor participant contributions) ($0)
interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
U.S. government securities ($0.0K)
corporate debt instruments (preferred & other than employer securities) ($0)
corporate debt instruments (below preferred & other than employer securities) ($0)
corporate preferred stocks (other than employer securities) ($0)
corporate common stocks (other than employer securities) ($0)
partnership/joint venture interests ($0)
real estate (other than employer real property) ($0)
loans (other than to participants) ($0)
value of interest in pooled separate accounts ($0)
value of interest in master trust investment accounts ($0.0K)
value of interest in 103-12 investment entities ($0)
value of funds held in insurance company general account (unallocated contracts) ($0)
employer-related securities investments ($0)
employer-related real-property investments ($0)
buildings and other property used in plan operation ($0)
total liabilities ($0)
corrective distributions ($0)
professional fees ($0)
contract administrator fees ($0)
investment advisory and management fees ($0)
asset transfers to this plan ($0)
asset transfers from this plan ($0)
percentage of active participants (71.0%)
diversity of asset types (23.3%)
yield on beginning-of-plan-year total assets (15.87%)
participant loans as a percentage of plan assets (0.66%)
total administrative expense ratio (0.001%)
total cash as a percentage of plan assets (0.00%)
employer securities as a percentage of plan assets (0.00%)
active participants (193)
deceased participants whose beneficiaries receive or are entitled to benefits (0)
living participants (272)
other retired or separated participants entitled to future benefits (79)
retired or separated participants receiving benefits (0)
total participants (272)

Global References

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	in region
	in state
	living participants
	net income
	total assets
	total contributions
	are plan type
	average account balance
	total administrative expenses
	total participants bracket
	within 50 miles
	total administrative expense ratio
	whose economic sector is
	whose industry group is
	net income per total participant
	total administrative expense per participant
	provide for automatic enrollment, or not
	an ERISA section 404(c) plan, or not
	average employer cash contribution per active participant
	self-administered by the plan sponsor, or not
	are better than the overall participant averages in
	are better than the overall plan medians in

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Benchmarking M H Whittier Corporation Savings Plan in South Pasadena, CA against

most-similar plans

a group of plans you select