401(k) · DOL Form 5500 · 2022

Whitney, Bailey, Cox & Magnani, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
200
Participants Below avg headcount
83rd
Percentile by assets National rank
$155,422
Avg per participant Above avg balance/head
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Official DOL plan name: Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan · Sponsored by Whitney, Bailey, Cox & Magnani, LLC · Maryland · Professional & Technical Services

$31M in assets, 200 participants

Whitney, Bailey, Cox & Magnani, LLC's Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan reported $31M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,086 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan covers 200 participants in Maryland, about 22% of the average Maryland filer (state average ~929 per filing). Assets: $31M.

#18,086
in Professional & Technical Services (21,562 peers)
-18.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$31,084,333 Top 17% higher than 83% 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

Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan 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. Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (200 participants).

Plan-year Form 5500 strip

Filing strip 521081866 · Whitney, Bailey, Cox & Magnani, LLC PY 2022 · 401(k)

Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan · $31M · 200 · 83rd

  • SCH $31M
  • SCH 200
  • SCH 83rd
  • SCH 401(k)
  • SCH near The Gel Group, Inc. 401(k) Plan
  • SCH ind #18086

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 →

Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Rose Companies Employer 401(k) PlanRose Companies Employer 401(…$31MWhitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing PlanWhitney, Bailey, Cox & Magna…$31MThe Gel Group, Inc. 401(k) PlanThe Gel Group, Inc. 401(k) P…$31MCanvas Energy LLC 401(k) Profit Sharing PlanCanvas Energy LLC 401(k) Pro…$31MRetina Consultants, Ltd. Savings and Profit Sharing PlanRetina Consultants, Ltd. Sav…$31M
End-of-year total assets ($M) among Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$31M
Net Income-$7M
Employer EIN521081866
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitney, Bailey, Cox & Magnani, LLC)

Sponsor-wide plan assets over time

All Whitney, Bailey, Cox & Magnani, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M$40M 20222023 $31.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 200 $31M
2023 1 N/A N/A

Nearby 401(k) Plans in Maryland

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

Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.031084333 · Participants: 200Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is The Gel Group, Inc. 401(k) Plan in SC ($31M); by covered participants it is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan declined sharply - down 18.2% during 2022, from $38M to $31M. Reported net income was -$7M.
Where does Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan ranks in the 83rd 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 Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Gel Group, Inc. 401(k) Plan in SC ($31M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Whitney, Bailey, Cox & Magnani, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants, $22M 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 521081866.

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.