401(k) · DOL Form 5500 · 2022

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
69
Participants Small participant base
69th
Percentile by assets National rank
$180,518
Avg per participant Above avg balance/head
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Official DOL plan name: White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan · Sponsored by White, Zuckerman, Warsavsky, Luna & Hunt, LLP · California · Professional & Technical Services

$12M in assets, 69 participants

White, Zuckerman, Warsavsky, Luna & Hunt, LLP's White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan reported $12M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,774 in Professional & Technical Services (21,562 peers)

White, Zuckerman, Warsavsky, Luna & Hunt, LLP multi-year trail

White, Zuckerman, Warsavsky, Luna & Hunt, LLP's plans moved +32.1% in assets from 2022 to 2024; this filing shows White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan at $12M / 69 participants.

#14,774
in Professional & Technical Services (21,562 peers)
-22.6%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan's outsized position by total assets

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,455,713 Top 31% higher than 69% 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

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) 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. White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan is a small filing (69 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 954115549 · White, Zuckerman, Warsavsky, Luna & Hunt, LLP PY 2022 · 401(k)

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan · $12M · 69 · 69th

  • BOY $12M
  • BOY 69
  • BOY 69th
  • BOY 401(k)
  • BOY near Holt's Cigar Co., Inc. 401(k) Savings Plan
  • BOY ind #14774

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 California →

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing PlanWhite, Zuckerman, Warsavsky,…$12MHolt's Cigar Co., Inc. 401(k) Savings PlanHolt's Cigar Co., Inc. 401(k…$12MSaval Foods Corporation 401(k) PlanSaval Foods Corporation 401(…$12MInnovative Therapy Concepts, LLC 401(k) PlanInnovative Therapy Concepts,…$12MSagamore Plumbing & Heating, Inc. 401(k) Profit Sharing PlanSagamore Plumbing & Heating,…$12M
End-of-year total assets ($M) among White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

White, Zuckerman, Warsavsky, Luna & Hunt, LLP multi-year asset trail

Sponsor-wide plan assets over time

All White, Zuckerman, Warsavsky, Luna & Hunt, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 32.117117663196% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.5M $16.5M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 69 $12M
2023 1 75 $14M
2024 1 75 $16M

White, Zuckerman, Warsavsky, Luna & Hunt, LLP filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$4M
Employer EIN954115549
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.012455713 · Participants: 69White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Holt's Cigar Co., Inc. 401(k) Savings Plan in PA ($12M); by covered participants it is Anderson Technologies, Inc. 401(k) Plan in MI (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan declined sharply - down 22.6% during 2022, from $16M to $12M. Reported net income was -$4M.
How have White, Zuckerman, Warsavsky, Luna & Hunt, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White, Zuckerman, Warsavsky, Luna & Hunt, LLP's sponsor-wide assets grew 32.1%, from $12M to $16M.
Which 401(k) plans are similar in size to White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holt's Cigar Co., Inc. 401(k) Savings Plan in PA ($12M, 106 participants).
Which 401(k) plans cover a similar participant headcount to White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Technologies, Inc. 401(k) Plan in MI (69 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 954115549.

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.