401(k) · DOL Form 5500 · 2022

Bates White, LLC. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
258
Participants Below avg headcount
91st
Percentile by assets National rank
$281,709
Avg per participant High balance/head
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Official DOL plan name: Bates White, LLC 401(k) Plan · Sponsored by Bates White, LLC. · District of Columbia · Professional & Technical Services

$73M in assets, 258 participants

Bates White, LLC.'s Bates White, LLC 401(k) Plan reported $73M in total assets and 258 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,824 in Professional & Technical Services (21,562 peers)

Coverage in District of Columbia

Bates White, LLC 401(k) Plan covers 258 participants in District of Columbia, about 18% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $73M.

#19,824
in Professional & Technical Services (21,562 peers)
-12.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bates White, LLC 401(k) Plan's outsized position by total assets

Bates White, LLC 401(k) Plan vs every filed plan by assets

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

$72,680,926 Top 9% higher than 91% 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

Bates White, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bates White, LLC 401(k) Plan sits mid-pack in the medium band (258 participants).

Plan-year Form 5500 strip

Filing strip 522183096 · Bates White, LLC. PY 2022 · 401(k)

Bates White, LLC 401(k) Plan · $73M · 258 · 91st

  • BOOK $73M
  • BOOK 258
  • BOOK 91st
  • BOOK 401(k)
  • BOOK near Heidtman Steel Retirement Savings 401(k) Plan
  • BOOK ind #19824

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 District of Columbia →

Bates White, LLC 401(k) Plan in the asset neighbourhood

Postlethwaite & Netterville, Apac 401(k) PlanPostlethwaite & Netterville,…$73MBates White, LLC 401(k) Plan$73MHeidtman Steel Retirement Savings 401(k) PlanHeidtman Steel Retirement Sa…$73MSentinel Technologies Retirement Plan and TrustSentinel Technologies Retire…$73MAlleima USA LLC 401(k) Plan$73M
End-of-year total assets ($M) among Bates White, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$73M
Net Income-$11M
Employer EIN522183096
Plan Effective Date2000-07-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Bates White, LLC.)

Sponsor-wide plan assets over time

All Bates White, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 73.32965047803602% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $72.7M $126M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 258 $73M
2023 1 288 $97M
2024 1 327 $126M

Nearby 401(k) Plans in District of Columbia

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

Bates White, LLC 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Bates White, LLC 401(k) Plan, Total assets ($B): 0.072680926 · Participants: 258Bates White, LLC 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Bates White, LLC 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Bates White, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Heidtman Steel Retirement Savings 401(k) Plan in OH ($73M); by covered participants it is Kenall Manufacturing Co. Inc. 401(k) Plan and Profit Sharing Plan and Trust in WI (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Bates White, LLC 401(k) Plan assets move in 2022?
Bates White, LLC 401(k) Plan pulled back noticeably - down 12.8% during 2022, from $83M to $73M. Reported net income was -$11M.
How have Bates White, LLC. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bates White, LLC.'s sponsor-wide assets grew 73.3%, from $73M to $126M.
Where does Bates White, LLC 401(k) Plan rank by assets among Form 5500 filers?
Bates White, LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bates White, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Heidtman Steel Retirement Savings 401(k) Plan in OH ($73M, 556 participants).
Which 401(k) plans cover a similar participant headcount to Bates White, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Kenall Manufacturing Co. Inc. 401(k) Plan and Profit Sharing Plan and Trust in WI (258 participants, N/A in assets).