401(k) · DOL Form 5500 · 2022

Whitestone Associates Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
68
Participants Small participant base
61st
Percentile by assets National rank
$123,998
Avg per participant Near avg balance/head
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Official DOL plan name: Whitestone Associates Inc. 401(k) / Profit Sharing Plan · Sponsored by Whitestone Associates Inc. · New Jersey · Professional & Technical Services

$8M in assets, 68 participants

Whitestone Associates Inc.'s Whitestone Associates Inc. 401(k) / Profit Sharing Plan reported $8M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,883 in Professional & Technical Services (21,562 peers)

Whitestone Associates Inc. multi-year trail

Whitestone Associates Inc.'s plans moved +54.8% in assets from 2022 to 2024; this filing shows Whitestone Associates Inc. 401(k) / Profit Sharing Plan at $8M / 68 participants.

#12,883
in Professional & Technical Services (21,562 peers)
-14.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whitestone Associates Inc. 401(k) / Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Whitestone Associates Inc. 401(k) / Profit Sharing Plan vs every filed plan by assets

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

$8,431,832 Top 39% higher than 61% 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

Whitestone Associates Inc. 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. Whitestone Associates Inc. 401(k) / Profit Sharing Plan is a small filing (68 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 223017612 · Whitestone Associates Inc. PY 2022 · 401(k)

Whitestone Associates Inc. 401(k) / Profit Sharing Plan · $8M · 68 · 61st

  • ASSETS $8M
  • ASSETS 68
  • ASSETS 61st
  • ASSETS 401(k)
  • ASSETS near Crescent Industries, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #12883

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 Jersey →

Whitestone Associates Inc. 401(k) / Profit Sharing Plan in the asset neighbourhood

Whitestone Associates Inc. 401(k) / Profit Sharing PlanWhitestone Associates Inc. 4…$8MCrescent Industries, Inc. 401(k) Profit Sharing PlanCrescent Industries, Inc. 40…$8MSwindell Dressler International Company 401(k) Retirement Savings PlanSwindell Dressler Internatio…$8MAcet, Inc. 401(k) Profit Sharing PlanAcet, Inc. 401(k) Profit Sha…$8MArcher Education, Inc. 401(k) PlanArcher Education, Inc. 401(k…$8M
End-of-year total assets ($M) among Whitestone Associates Inc. 401(k) / Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Whitestone Associates Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Whitestone Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 54.78955225863133% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.43M $13.1M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 68 $8M
2023 1 85 $11M
2024 1 102 $13M

Whitestone Associates Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN223017612
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Whitestone Associates Inc. 401(k) / Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Whitestone Associates Inc. 401(k) / Profit Sharing Plan, Total assets ($B): 0.008431832 · Participants: 68Whitestone Associates Inc. 401(k) / Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Whitestone Associates Inc. 401(k) / Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Whitestone Associates Inc. 401(k) / Profit Sharing Plan side-by-side with 3 peers →

Whitestone Associates Inc. 401(k) / Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Crescent Industries, Inc. 401(k) Profit Sharing Plan in PA ($8M); by covered participants it is Asm 401(k) Plan in NY (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Whitestone Associates Inc. 401(k) / Profit Sharing Plan assets move in 2022? ▼
Whitestone Associates Inc. 401(k) / Profit Sharing Plan pulled back noticeably - down 14.1% during 2022, from $10M to $8M. Reported net income was -$1M.
How have Whitestone Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitestone Associates Inc.'s sponsor-wide assets grew 54.8%, from $8M to $13M.
Which 401(k) plans are similar in size to Whitestone Associates Inc. 401(k) / Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crescent Industries, Inc. 401(k) Profit Sharing Plan in PA ($8M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Whitestone Associates Inc. 401(k) / Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asm 401(k) Plan in NY (68 participants, $7M 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 223017612.

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.