401(k) · DOL Form 5500 · 2022

White Mountains Capital, LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
65
Participants Small participant base
85th
Percentile by assets National rank
$547,395
Avg per participant High balance/head
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Official DOL plan name: White Mountains Retirement Plan · Sponsored by White Mountains Capital, LLC · New Hampshire · Finance & Insurance

$36M in assets, 65 participants

White Mountains Capital, LLC's White Mountains Retirement Plan reported $36M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,986 in Finance & Insurance (9,261 peers)

Where White Mountains Retirement Plan sits by assets

White Mountains Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 65 participants (~$547,395/participant), down 6.6% in 2022.

#6,986
in Finance & Insurance (9,261 peers)
-6.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

White Mountains Retirement Plan's outsized position by total assets

White Mountains Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$35,580,669 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

White Mountains Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. White Mountains Retirement Plan is a small filing (65 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 571163892 · White Mountains Capital, LLC PY 2022 · 401(k)

White Mountains Retirement Plan · $36M · 65 · 85th

  • SCH $36M
  • EBSA 65
  • PART 85th
  • TYPE 401(k)
  • NET near Lapp Holding NA, Inc. 401(k) Plan
  • BOOK ind #6986

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New Hampshire →

White Mountains Retirement Plan in the asset neighbourhood

White Mountains Retirement PlanWhite Mountains Retirement P…$36MLapp Holding NA, Inc. 401(k) PlanLapp Holding NA, Inc. 401(k)…$36MColumbus Technologies and Services, Inc. 401(k) Profit Sharing PlanColumbus Technologies and Se…$36MBone & Joint Clinic, S.C. 401(k) PlanBone & Joint Clinic, S.C. 40…$36MOkuma America Corp. Savings and Investment PlanOkuma America Corp. Savings …$36M
End-of-year total assets ($M) among White Mountains Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$36M
Net Income-$3M
Employer EIN571163892
Plan Effective Date2017-09-08
Filing StatusFILING RECEIVED

Sponsor Plan History (White Mountains Capital, LLC)

Sponsor-wide plan assets over time

All White Mountains Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 33.77991852823229% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.6M $47.6M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 65 $36M
2023 1 65 $43M
2024 1 62 $48M

Nearby 401(k) Plans in New Hampshire

Peer 401(k) plans, same state, same plan type, ranked by total assets.

White Mountains Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400500600 Total assets ($M) Participants White Mountains Retirement Plan, Total assets ($M): 35.580669 · Participants: 65White Mountains Retirement PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
White Mountains Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare White Mountains Retirement Plan side-by-side with 3 peers →

White Mountains Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Lapp Holding NA, Inc. 401(k) Plan in NJ ($36M); by covered participants it is Lwbj, LLP 401(k) Plan in IA (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did White Mountains Retirement Plan assets move in 2022? ▼
White Mountains Retirement Plan pulled back noticeably - down 6.6% during 2022, from $38M to $36M. Reported net income was -$3M.
How have White Mountains Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White Mountains Capital, LLC's sponsor-wide assets grew 33.8%, from $36M to $48M.
Where does White Mountains Retirement Plan rank by assets among Form 5500 filers? ▼
White Mountains Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to White Mountains Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lapp Holding NA, Inc. 401(k) Plan in NJ ($36M, 260 participants).
Which 401(k) plans cover a similar participant headcount to White Mountains Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lwbj, LLP 401(k) Plan in IA (65 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 571163892.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.