401(k) · DOL Form 5500 · 2022
Whittington, Jones & Rudert, Cpas, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $126,943
- Avg per participant Near avg balance/head
Official DOL plan name: Whittington, Jones & Rudert, Cpas, LLC, 401(k) · Sponsored by Whittington, Jones & Rudert, Cpas, LLC · Georgia · Professional & Technical Services
$3M in assets, 20 participants
Whittington, Jones & Rudert, Cpas, LLC's Whittington, Jones & Rudert, Cpas, LLC, 401(k) reported $3M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #7,430 in Professional & Technical Services (21,562 peers)
Whittington, Jones & Rudert, Cpas, LLC multi-year trail
Whittington, Jones & Rudert, Cpas, LLC's plans moved +33.4% in assets from 2022 to 2024; this filing shows Whittington, Jones & Rudert, Cpas, LLC, 401(k) at $3M / 20 participants.
- #7,430
- in Professional & Technical Services (21,562 peers)
- -3.6%
- assets change YoY
The plan reported a net loss of $96K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Whittington, Jones & Rudert, Cpas, LLC, 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers
Whittington, Jones & Rudert, Cpas, LLC, 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,538,866 37th percentile higher than 37% 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
Whittington, Jones & Rudert, Cpas, LLC, 401(k) among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whittington, Jones & Rudert, Cpas, LLC, 401(k) is a small filing (20 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 461381910 · Whittington, Jones & Rudert, Cpas, LLC PY 2022 · 401(k)
Whittington, Jones & Rudert, Cpas, LLC, 401(k) · $3M · 20 · 37th
- 5500 $3M
- 5500 20
- 5500 37th
- 5500 401(k)
- 5500 near Medical Management & Rehab Services Inc. 401(k) Ps Plan
- 5500 ind #7430
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 Georgia →
Whittington, Jones & Rudert, Cpas, LLC, 401(k) in the asset neighbourhood
Whittington, Jones & Rudert, Cpas, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Whittington, Jones & Rudert, Cpas, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 33.38202961479653% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $3M |
| 2023 | 1 | 19 | $3M |
| 2024 | 1 | 20 | $3M |
Whittington, Jones & Rudert, Cpas, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$96K |
| Employer EIN | 461381910 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Whittington, Jones & Rudert, Cpas, LLC, 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Medical Management & Rehab Services Inc. 401(k) Ps Plan in MD ($3M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 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.