401(k) · DOL Form 5500 · 2022

Whiteman Osterman & Hanna LLP 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
150
Participants Small participant base
91st
Percentile by assets National rank
$513,974
Avg per participant High balance/head
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Official DOL plan name: Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan · Sponsored by Whiteman Osterman & Hanna LLP · New York · Professional & Technical Services

$77M in assets, 150 participants

Whiteman Osterman & Hanna LLP's Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan reported $77M in total assets and 150 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.

  • #19,921 in Professional & Technical Services (21,562 peers)

Coverage in New York

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan covers 150 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $77M.

#19,921
in Professional & Technical Services (21,562 peers)
-19.1%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan's outsized position by total assets

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$77,096,154 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

Whiteman Osterman & Hanna LLP Profit Sharing and 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. Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan sits mid-pack in the medium band (150 participants).

Plan-year Form 5500 strip

Filing strip 141564599 · Whiteman Osterman & Hanna LLP PY 2022 · 401(k)

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan · $77M · 150 · 91st

  • TYPE $77M
  • TYPE 150
  • TYPE 91st
  • TYPE 401(k)
  • TYPE near City Holding Company 401(k) Plan and Trust
  • TYPE ind #19921

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 New York →

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan in the asset neighbourhood

Kalispel Tribe of Indians 401(k) PlanKalispel Tribe of Indians 40…$77MWhiteman Osterman & Hanna LLP Profit Sharing and 401(k) PlanWhiteman Osterman & Hanna LL…$77MCity Holding Company 401(k) Plan and TrustCity Holding Company 401(k) …$77MU.S. Physical Therapy, Inc. 401(k) Salary Savings PlanU.S. Physical Therapy, Inc. …$77MCaris Science Inc. 401(k) PlanCaris Science Inc. 401(k) Pl…$77M
End-of-year total assets ($M) among Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$77M
Net Income-$18M
Employer EIN141564599
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whiteman Osterman & Hanna LLP)

Sponsor-wide plan assets over time

All Whiteman Osterman & Hanna LLP plans reported in each filing year

Latest sponsor-wide plan assets
$105M 35.938477553627386% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.1M $105M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 150 $77M
2023 1 162 $94M
2024 1 160 $105M

Nearby 401(k) Plans in New York

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

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan, Total assets ($B): 0.077096154 · Participants: 150Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is City Holding Company 401(k) Plan and Trust in WV ($77M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan assets move in 2022? ▼
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan declined sharply - down 19.1% during 2022, from $95M to $77M. Reported net income was -$18M.
How have Whiteman Osterman & Hanna LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whiteman Osterman & Hanna LLP's sponsor-wide assets grew 35.9%, from $77M to $105M.
Where does Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Whiteman Osterman & Hanna LLP Profit Sharing and 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 Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is City Holding Company 401(k) Plan and Trust in WV ($77M, 920 participants).
Which 401(k) plans cover a similar participant headcount to Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 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 141564599.

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.