Money Purchase · DOL Form 5500 · 2022

Whiteford, Taylor & Preston, L.L.P. Money Purchase Plan

Data updated 2026-08-11

$101M
Total assets
268
Participants
93rd
Percentile by assets
$376,358
Avg per participant
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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.

  • 93rd percentile by assets (of 139,126 plans)
  • #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.

$101M
total plan assets (2022 EOY)
268
covered participants
93rd
percentile by assets (of 139,126 plans)
$376,358
avg assets per participant

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.

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust reports 268 participants - about 29% of that state average ($101M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$101M
Net Income-$18M
Employer EIN520619214
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whiteford, Taylor & Preston, L.L.P.)

$180M$200M$220M$240M$260M 202220232024 $190M $239M ▲ +26.0%
Total plan assets by year, all Whiteford, Taylor & Preston, L.L.P. plans on file
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.

Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Maryland, assets vs. participants

Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Whiteford, Taylor & …National Electrical …The Johns Hopkins Un…Meba Pension Trust-M…Seafarers Money Purc…Defined Contribution…
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Maryland, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust assets move in 2022?
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust declined sharply - down 15.1% during 2022, from $119M to $101M. Reported net income was -$18M.
How have Whiteford, Taylor & Preston, L.L.P. plan assets changed over time?
Across 3 plan years on file (2022-2024), Whiteford, Taylor & Preston, L.L.P.'s sponsor-wide assets grew 26.0%, from $190M to $239M.
Where does Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers?
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust?
Among Money Purchase plans in other states, the closest by assets is IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan in AZ ($101M, 3,763 participants).

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Filing takeaways

Ways to act on Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust's numbers.