401(k) · DOL Form 5500 · 2022

White Memorial Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
32nd
Percentile by assets National rank
$192,543
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: White Memorial Foundation 401(k) Plan · Sponsored by White Memorial Foundation, Inc. · Connecticut · Arts, Entertainment & Recreation

$2M in assets, 9 participants

White Memorial Foundation, Inc.'s White Memorial Foundation 401(k) Plan reported $2M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,626 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, White Memorial Foundation 401(k) Plan ranks #1,626 of 3,077 2022 filers by assets (1602% of the sector average)-$2M for 9 participants.

#1,626
in Arts, Entertainment & Recreation (3,077 peers)
-9.5%
assets change YoY

The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

White Memorial Foundation 401(k) Plan among the smaller filed plans by assets

White Memorial Foundation 401(k) Plan vs every filed plan by assets

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

$1,732,884 32nd percentile higher than 32% 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

White Memorial Foundation 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. White Memorial Foundation 401(k) Plan is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 060588850 · White Memorial Foundation, Inc. PY 2022 · 401(k)

White Memorial Foundation 401(k) Plan · $2M · 9 · 32nd

  • EIN $2M
  • RANK 9
  • PHOTO 32nd
  • IND 401(k)
  • EOY near Tribal Health 401(k)
  • 5500 ind #1626

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 Arts, Entertainment & Recreation retirement plans → · Plans in Connecticut →

White Memorial Foundation 401(k) Plan in the asset neighbourhood

White Memorial Foundation 401(k) PlanWhite Memorial Foundation 40…$2MTribal Health 401(k)$2MKoleaseco, Inc. Profit Sharing and Retirement PlanKoleaseco, Inc. Profit Shari…$2MJohnson & Sekin 401(k) Plan$2MPb&j Dental Management LLC Retirement PlanPb&j Dental Management LLC R…$2M
End-of-year total assets ($M) among White Memorial Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$181K
Employer EIN060588850
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (White Memorial Foundation, Inc.)

Sponsor-wide plan assets over time

All White Memorial Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 25.84293005186729% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.73M $2.18M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 9 $2M
2024 1 10 $2M

Nearby 401(k) Plans in Connecticut

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

White Memorial Foundation 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants White Memorial Foundation 401(k) Plan, Total assets ($B): 0.001732884 · Participants: 9White Memorial Foundation 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
White Memorial Foundation 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare White Memorial Foundation 401(k) Plan side-by-side with 3 peers →

White Memorial Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Tribal Health 401(k) in AZ ($2M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 White Memorial Foundation 401(k) Plan assets move in 2022? ▼
White Memorial Foundation 401(k) Plan pulled back noticeably - down 9.5% during 2022, from $2M to $2M. Reported net income was -$181K.
How have White Memorial Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White Memorial Foundation, Inc.'s sponsor-wide assets grew 25.8%, from $2M to $2M.
Which 401(k) plans are similar in size to White Memorial Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tribal Health 401(k) in AZ ($2M, 157 participants).
Which 401(k) plans cover a similar participant headcount to White Memorial Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 060588850.

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.