401(k) · DOL Form 5500 · 2022
Wharton, Levin, Ehrmantraut & Klein, P.a. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $308,389
- Avg per participant High balance/head
Official DOL plan name: Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan · Sponsored by Wharton, Levin, Ehrmantraut & Klein, P.a. · Maryland · Professional & Technical Services
$13M in assets, 43 participants
Wharton, Levin, Ehrmantraut & Klein, P.a.'s Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan reported $13M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #15,034 in Professional & Technical Services (21,562 peers)
2022 asset change
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan declined sharply 17.3% in 2022 ($16M → $13M) for 43 participants.
- #15,034
- in Professional & Technical Services (21,562 peers)
- -17.3%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan's outsized position by total assets
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,260,706 Top 30% higher than 70% 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
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing 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. Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan is a small filing (43 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 521746578 · Wharton, Levin, Ehrmantraut & Klein, P.a. PY 2022 · 401(k)
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan · $13M · 43 · 70th
- IND $13M
- IND 43
- IND 70th
- IND 401(k)
- IND near Viridos, Inc. 401(k) Retirement Plan
- IND ind #15034
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 Maryland →
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan in the asset neighbourhood
Wharton, Levin, Ehrmantraut & Klein, P.a. years around the 2022 move
Sponsor-wide plan assets over time
All Wharton, Levin, Ehrmantraut & Klein, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 3.035200388274953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $13M |
| 2023 | 1 | 44 | $14M |
| 2024 | 1 | 42 | $13M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$3M |
| Employer EIN | 521746578 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Viridos, Inc. 401(k) Retirement Plan in CA ($13M); by covered participants it is Newscred Inc. 401(k) Plan in NY (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Viridos, Inc. 401(k) Retirement Plan (CA) $13M · 108
- Mj Holding Company LLC 401(k) Plan (IL) $13M · 106
- 403(b)Thrift Plan of Handicapped Development Center (IA) $13M · 374
- Docomo Pacific Inc. 401(k) Profit Sharing Plan (GU) $13M · 472
Similar participant headcount
Nearest other-state filings by covered participants (43 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.