401(k) · DOL Form 5500 · 2022

Gilliam, Wharram & Co., P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
40th
Percentile by assets National rank
$224,012
Avg per participant Above avg balance/head
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Official DOL plan name: Gilliam, Wharram & Co., P.C. 401(k) Plan · Sponsored by Gilliam, Wharram & Co., P.C. · Texas · Professional & Technical Services

$3M in assets, 13 participants

Gilliam, Wharram & Co., P.C.'s Gilliam, Wharram & Co., P.C. 401(k) Plan reported $3M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,009 in Professional & Technical Services (21,562 peers)

2022 asset change

Gilliam, Wharram & Co., P.C. 401(k) Plan contracted severely 30.5% in 2022 ($4M → $3M) for 13 participants.

#8,009
in Professional & Technical Services (21,562 peers)
-30.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gilliam, Wharram & Co., P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gilliam, Wharram & Co., P.C. 401(k) Plan vs every filed plan by assets

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

$2,912,152 40th percentile higher than 40% 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

Gilliam, Wharram & Co., P.C. 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. Gilliam, Wharram & Co., P.C. 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 752147649 · Gilliam, Wharram & Co., P.C. PY 2022 · 401(k)

Gilliam, Wharram & Co., P.C. 401(k) Plan · $3M · 13 · 40th

  • ASSETS $3M
  • PCT 13
  • EIN 40th
  • RANK 401(k)
  • PHOTO near Mary Jane M. Elliott, P.C. Profit Sharing/401(k) Plan
  • IND ind #8009

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 Texas →

Gilliam, Wharram & Co., P.C. 401(k) Plan in the asset neighbourhood

Gilliam, Wharram & Co., P.C. 401(k) PlanGilliam, Wharram & Co., P.C.…$3MMary Jane M. Elliott, P.C. Profit Sharing/401(k) PlanMary Jane M. Elliott, P.C. P…$3MAshling Partners LLC 401(k) PlanAshling Partners LLC 401(k) …$3MMid-Cumberland Community Action Agency 401(k) PlanMid-Cumberland Community Act…$3MSanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing PlanSanibel Captiva Beach Resort…$3M
End-of-year total assets ($M) among Gilliam, Wharram & Co., P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Gilliam, Wharram & Co., P.C. years around the 2022 move

Sponsor-wide plan assets over time

All Gilliam, Wharram & Co., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.385158467003096% vs 2022
2024 filing year
$2.85M$2.9M$2.95M$3M$3.05M$3.1M 202220232024 $2.91M $3.07M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 13 $3M
2024 1 15 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN752147649
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Gilliam, Wharram & Co., P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Gilliam, Wharram & Co., P.C. 401(k) Plan, Total assets ($B): 0.002912152 · Participants: 13Gilliam, Wharram & Co., P.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Gilliam, Wharram & Co., P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Gilliam, Wharram & Co., P.C. 401(k) Plan side-by-side with 3 peers →

Gilliam, Wharram & Co., P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mary Jane M. Elliott, P.C. Profit Sharing/401(k) Plan in MI ($3M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Gilliam, Wharram & Co., P.C. 401(k) Plan assets move in 2022? ▼
Gilliam, Wharram & Co., P.C. 401(k) Plan contracted severely - down 30.5% during 2022, from $4M to $3M. Reported net income was -$1M.
How have Gilliam, Wharram & Co., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gilliam, Wharram & Co., P.C.'s sponsor-wide assets grew 5.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Gilliam, Wharram & Co., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mary Jane M. Elliott, P.C. Profit Sharing/401(k) Plan in MI ($3M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Gilliam, Wharram & Co., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 752147649.

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.