401(k) · DOL Form 5500 · 2022

The White Family Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
762
Participants Near avg headcount
86th
Percentile by assets National rank
$51,161
Avg per participant Low balance/head
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Official DOL plan name: The White Family Companies, Inc. Retirement Savings Plan · Sponsored by The White Family Companies, Inc. · Ohio · Retail Trade

$39M in assets, 762 participants

The White Family Companies, Inc.'s The White Family Companies, Inc. Retirement Savings Plan reported $39M in total assets and 762 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #8,773 in Retail Trade (9,519 peers)

Where The White Family Companies, Inc. Retirement Savings Plan sits by assets

The White Family Companies, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $39M for 762 participants (~$51,161/participant), down 13.1% in 2022.

#8,773
in Retail Trade (9,519 peers)
-13.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The White Family Companies, Inc. Retirement Savings Plan's outsized position by total assets

The White Family Companies, Inc. Retirement Savings Plan vs every filed plan by assets

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

$38,984,599 Top 14% higher than 86% 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

The White Family Companies, Inc. Retirement Savings 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. The White Family Companies, Inc. Retirement Savings Plan sits mid-pack in the medium band (762 participants).

EBSA filing schedule strip

Filing strip 314446316 · The White Family Companies, Inc. PY 2022 · 401(k)

The White Family Companies, Inc. Retirement Savings Plan · $39M · 762 · 86th

  • EOY $39M
  • 5500 762
  • ASSETS 86th
  • PCT 401(k)
  • EIN near Highlands Oncology Group, P.a. 401(k) Plan
  • RANK ind #8773

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 Retail Trade retirement plans → · Plans in Ohio →

The White Family Companies, Inc. Retirement Savings Plan in the asset neighbourhood

Sparks Marketing 401(k) Savings PlanSparks Marketing 401(k) Savi…$39MNorth American Client Services, Inc. 401(k) PlanNorth American Client Servic…$39MThe White Family Companies, Inc. Retirement Savings PlanThe White Family Companies, …$39MHighlands Oncology Group, P.a. 401(k) PlanHighlands Oncology Group, P.…$39MTocqueville Management Corporation Tax Deferred Savings PlanTocqueville Management Corpo…$39M
End-of-year total assets ($M) among The White Family Companies, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$39M
Net Income-$6M
Employer EIN314446316
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The White Family Companies, Inc.)

Sponsor-wide plan assets over time

All The White Family Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 36.071170053589626% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39M $53.1M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 762 $39M
2023 1 725 $46M
2024 1 769 $53M

Nearby 401(k) Plans in Ohio

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

The White Family Companies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants The White Family Companies, Inc. Retirement Savings Plan, Total assets ($B): 0.038984599 · Participants: 762The White Family Companies, Inc. Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
The White Family Companies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The White Family Companies, Inc. Retirement Savings Plan side-by-side with 3 peers →

The White Family Companies, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Highlands Oncology Group, P.a. 401(k) Plan in AR ($39M); by covered participants it is Virco Mfg. Corporation 401(k) Plan in CA (762 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (762 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 The White Family Companies, Inc. Retirement Savings Plan assets move in 2022? ▼
The White Family Companies, Inc. Retirement Savings Plan pulled back noticeably - down 13.1% during 2022, from $45M to $39M. Reported net income was -$6M.
How have The White Family Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The White Family Companies, Inc.'s sponsor-wide assets grew 36.1%, from $39M to $53M.
Where does The White Family Companies, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The White Family Companies, Inc. Retirement Savings Plan ranks in the 86th 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 The White Family Companies, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Highlands Oncology Group, P.a. 401(k) Plan in AR ($39M, 516 participants).
Which 401(k) plans cover a similar participant headcount to The White Family Companies, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Virco Mfg. Corporation 401(k) Plan in CA (762 participants, $40M 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 314446316.

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.