Money Purchase · DOL Form 5500 · 2022
Whiteford, Taylor & Preston, L.L.P. Money Purchase Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 268
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $376,358
- Avg per participant High balance/head
Official DOL plan name: Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust · Sponsored by Whiteford, Taylor & Preston, L.L.P. · Maryland · Professional & Technical Services
$101M in assets, 268 participants
Whiteford, Taylor & Preston, L.L.P.'s Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust reported $101M in total assets and 268 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.
- #20,245 in Professional & Technical Services (21,562 peers)
Coverage in Maryland
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust covers 268 participants in Maryland, about 29% of the average Maryland filer (state average ~929 per filing). Assets: $101M.
- #20,245
- in Professional & Technical Services (21,562 peers)
- -15.1%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust's outsized position by total assets
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$100,863,887 Top 7% higher than 93% 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
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust sits mid-pack in the medium band (268 participants).
Plan-year Form 5500 strip
Filing strip 520619214 · Whiteford, Taylor & Preston, L.L.P. PY 2022 · Money Purchase
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust · $101M · 268 · 93rd
- PART $101M
- PART 268
- PART 93rd
- PART Money Purchase
- PART near IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan
- PART ind #20245
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 →
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | -$18M |
| Employer EIN | 520619214 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whiteford, Taylor & Preston, L.L.P.)
Sponsor-wide plan assets over time
All Whiteford, Taylor & Preston, L.L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 25.977239897217263% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 539 | $190M |
| 2023 | 2 | 568 | $225M |
| 2024 | 2 | 592 | $239M |
Nearby Money Purchase Plans in Maryland
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $13.8B · 80,049
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $2.5B · 8,647
- Meba Pension Trust-Money Purchase Benefit Plan $230M · 2,945
- Seafarers Money Purchase Pension Plan $148M · 7,557
- Defined Contribution Plan for the Employees of the American Institute of Physics $118M · 279
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan in AZ ($101M); by covered participants it is Plumbers & Pipefitters Union Local 178 Money Purchase Plan in MO (268 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan (AZ) $101M · 3,763
- IBEW Local 531 & NECA Money Purchase Pension Plan (IN) $102M · 515
- First Hawaiian, Inc. Future Plan (HI) $102M · 1,842
- Painting Industry of Hawaii Annuity Plan (HI) $100M · 630
Similar participant headcount
Nearest other-state filings by covered participants (268 participants); asset peers above are excluded.
- Plumbers & Pipefitters Union Local 178 Money Purchase Plan (MO) 268 · 0 off
- Madison Community Hospital Employees' Retirement Plan (SD) 269 · 1 off
- National Trust for Historic Preservation Defined Contribution Pension Plan (DC) 269 · 1 off
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan (NC) 267 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.