401(k) · DOL Form 5500 · 2022

Whiteman Osterman & Hanna LLP 401(k) Plan

Data updated 2026-08-11

$77M
Total assets
150
Participants
91st
Percentile by assets
$513,974
Avg per participant
PlainRetire home → About this data

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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$77M
total plan assets (2022 EOY)
150
covered participants
91st
percentile by assets (of 139,126 plans)
$513,974
avg assets per participant

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.

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan reports 150 participants - about 19% of that state average ($77M EOY assets).

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)

$70M$80M$90M$100M$110M 202220232024 $77.1M $105M ▲ +35.9%
Total plan assets by year, all Whiteman Osterman & Hanna LLP plans on file
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

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 & …IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan by total assets, not by location.

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).

Next read for Whiteman Osterman & Hanna LLP Profit Sha…

Filing takeaways

Ways to act on Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan's numbers.