401(k) · DOL Form 5500 · 2022
Whitley Penn LLP 401(k) Plan
Data updated 2026-08-11
- $99M
- Total assets
- 642
- Participants
- 93rd
- Percentile by assets
- $154,725
- Avg per participant
Official DOL plan name: Whitley Penn 401(k) Profit Sharing Plan · Sponsored by Whitley Penn LLP · Texas · Professional & Technical Services
$99M in assets, 642 participants
Whitley Penn LLP's Whitley Penn 401(k) Profit Sharing Plan reported $99M in total assets and 642 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #20,224 in Professional & Technical Services (21,562 peers)
Where Whitley Penn 401(k) Profit Sharing Plan sits by assets
Whitley Penn 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $99M for 642 participants (~$154,725/participant), down 12.6% in 2022.
- $99M
- total plan assets (2022 EOY)
- 642
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $154,725
- avg assets per participant
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Whitley Penn 401(k) Profit Sharing Plan vs the 2022 asset distribution
By assets, Whitley Penn 401(k) Profit Sharing Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $114M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | -$14M |
| Employer EIN | 752393478 |
| Plan Effective Date | 1988-05-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whitley Penn LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 642 | $99M |
| 2023 | 1 | 689 | $113M |
| 2024 | 1 | 760 | $135M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Whitley Penn 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Whitley Penn 401(k) Profit Sharing Plan by total assets, not by location.
- Fujifilm Dimatix, Inc. 401(k) Plan (NH) $99M · 691
- Everglades College, Inc. Retirement Savings Plan (FL) $99M · 2,231
- Seacorp, LLC 401(k) Profit Sharing Plan (RI) $99M · 473
- Cell Signaling Technology 401(k) Plan (MA) $99M · 475
Frequently Asked Questions
How did Whitley Penn 401(k) Profit Sharing Plan assets move in 2022? ▼
How have Whitley Penn LLP plan assets changed over time? ▼
Where does Whitley Penn 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Whitley Penn 401(k) Profit Sharing Plan? ▼
Next read for Whitley Penn 401(k) Profit Sharing Plan
Scale reading
Ways to act on Whitley Penn 401(k) Profit Sharing Plan's numbers.
- By total assets, Whitley Penn 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Whitley Penn LLP's sponsor-wide assets have grown 35.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans