401(k) · DOL Form 5500 · 2022
Wharton Aldhizer & Weaver, PLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $308,617
- Avg per participant High balance/head
Official DOL plan name: Waw 401(k) Plan · Sponsored by Wharton Aldhizer & Weaver, PLC · Virginia · Professional & Technical Services
$11M in assets, 37 participants
Wharton Aldhizer & Weaver, PLC's Waw 401(k) Plan reported $11M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #14,373 in Professional & Technical Services (21,562 peers)
2022 asset change
Waw 401(k) Plan declined sharply 20.9% in 2022 ($14M → $11M) for 37 participants.
- #14,373
- in Professional & Technical Services (21,562 peers)
- -20.9%
- assets change YoY
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.
Waw 401(k) Plan's outsized position by total assets
Waw 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,418,839 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Waw 401(k) 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. Waw 401(k) Plan is a small filing (37 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 540432135 · Wharton Aldhizer & Weaver, PLC PY 2022 · 401(k)
Waw 401(k) Plan · $11M · 37 · 68th
- TYPE $11M
- TYPE 37
- TYPE 68th
- TYPE 401(k)
- TYPE near Novolex Te 401(k) Plan
- TYPE ind #14373
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Waw 401(k) Plan in the asset neighbourhood
Wharton Aldhizer & Weaver, PLC years around the 2022 move
Sponsor-wide plan assets over time
All Wharton Aldhizer & Weaver, PLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 0.725861884907914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $11M |
| 2023 | 1 | 42 | $14M |
| 2024 | 1 | 46 | $11M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$3M |
| Employer EIN | 540432135 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Waw 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Novolex Te 401(k) Plan in SC ($11M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (37 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.