401(k) · DOL Form 5500 · 2022

Whitebox Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
60
Participants Small participant base
81st
Percentile by assets National rank
$437,849
Avg per participant High balance/head
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Official DOL plan name: Whitebox Advisors, LLC 401(k) Plan · Sponsored by Whitebox Advisors, LLC · Minnesota · Finance & Insurance

$26M in assets, 60 participants

Whitebox Advisors, LLC's Whitebox Advisors, LLC 401(k) Plan reported $26M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,449 in Finance & Insurance (9,261 peers)

Where Whitebox Advisors, LLC 401(k) Plan sits by assets

Whitebox Advisors, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 60 participants (~$437,849/participant), down 15.6% in 2022.

#6,449
in Finance & Insurance (9,261 peers)
-15.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whitebox Advisors, LLC 401(k) Plan's outsized position by total assets

Whitebox Advisors, LLC 401(k) Plan vs every filed plan by assets

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

$26,270,940 Top 19% higher than 81% 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

Whitebox Advisors, LLC 401(k) 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. Whitebox Advisors, LLC 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 411957584 · Whitebox Advisors, LLC PY 2022 · 401(k)

Whitebox Advisors, LLC 401(k) Plan · $26M · 60 · 81st

  • PART $26M
  • TYPE 60
  • NET 81st
  • BOOK 401(k)
  • VS-ST near Delve Retirement Plan
  • BOY ind #6449

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Whitebox Advisors, LLC 401(k) Plan in the asset neighbourhood

Whitebox Advisors, LLC 401(k) PlanWhitebox Advisors, LLC 401(k…$26MDelve Retirement Plan$26MSmolin, Lupin & Co. Savings and Investment PlanSmolin, Lupin & Co. Savings …$26MNipro Pharmapackaging Americas Corporation Non-Union 401(k) PlanNipro Pharmapackaging Americ…$26MItafos Retirement Plan$26M
End-of-year total assets ($M) among Whitebox Advisors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$26M
Net Income-$5M
Employer EIN411957584
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitebox Advisors, LLC)

Sponsor-wide plan assets over time

All Whitebox Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 36.693593757969836% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.3M $35.9M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 60 $26M
2023 1 59 $30M
2024 1 57 $36M

Nearby 401(k) Plans in Minnesota

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

Whitebox Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Whitebox Advisors, LLC 401(k) Plan, Total assets ($B): 0.02627094 · Participants: 60Whitebox Advisors, LLC 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Whitebox Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Whitebox Advisors, LLC 401(k) Plan side-by-side with 3 peers →

Whitebox Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Delve Retirement Plan in PA ($26M); by covered participants it is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Whitebox Advisors, LLC 401(k) Plan assets move in 2022? ▼
Whitebox Advisors, LLC 401(k) Plan declined sharply - down 15.6% during 2022, from $31M to $26M. Reported net income was -$5M.
How have Whitebox Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitebox Advisors, LLC's sponsor-wide assets grew 36.7%, from $26M to $36M.
Where does Whitebox Advisors, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Whitebox Advisors, LLC 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Whitebox Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delve Retirement Plan in PA ($26M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Whitebox Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants, $12M 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 411957584.

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.