401(k) · DOL Form 5500 · 2022

Wharton-Smith, Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
627
Participants Below avg headcount
89th
Percentile by assets National rank
$88,652
Avg per participant Below avg balance/head
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Official DOL plan name: Wharton-Smith, Inc. 401(k) Plan and Trust · Sponsored by Wharton-Smith, Inc. · Florida · Construction

$56M in assets, 627 participants

Wharton-Smith, Inc.'s Wharton-Smith, Inc. 401(k) Plan and Trust reported $56M in total assets and 627 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #8,654 in Construction (9,927 peers)

Where Wharton-Smith, Inc. 401(k) Plan and Trust sits by assets

Wharton-Smith, Inc. 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $56M for 627 participants (~$88,652/participant), down 9.6% in 2022.

#8,654
in Construction (9,927 peers)
-9.6%
assets change YoY
0.6×
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.

Wharton-Smith, Inc. 401(k) Plan and Trust's outsized position by total assets

Wharton-Smith, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$55,584,496 Top 11% higher than 89% 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

Wharton-Smith, Inc. 401(k) 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. Wharton-Smith, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (627 participants).

Published 5500 schedule card

Filing strip 592392802 · Wharton-Smith, Inc. PY 2022 · 401(k)

Wharton-Smith, Inc. 401(k) Plan and Trust · $56M · 627 · 89th

  • PHOTO $56M
  • PHOTO 627
  • PHOTO 89th
  • PHOTO 401(k)
  • PHOTO near Sharp Packaging Services LLC 401(k) Savings Plan
  • PHOTO ind #8654

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 Construction retirement plans → · Plans in Florida →

Wharton-Smith, Inc. 401(k) Plan and Trust in the asset neighbourhood

Sharp Packaging Services LLC 401(k) Savings PlanSharp Packaging Services LLC…$56MStony Brook Business Ventures, LLC 401(k) PlanStony Brook Business Venture…$56MWharton-Smith, Inc. 401(k) Plan and TrustWharton-Smith, Inc. 401(k) P…$56MCorvias Group, LLC Savings & Retirement PlanCorvias Group, LLC Savings &…$56MWinpak Portion Packaging, Inc. 401(k) Thrift Savings PlanWinpak Portion Packaging, In…$56M
End-of-year total assets ($M) among Wharton-Smith, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$56M
Net Income-$6M
Employer EIN592392802
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wharton-Smith, Inc.)

Sponsor-wide plan assets over time

All Wharton-Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 47.89512169004825% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $55.6M $82.2M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 627 $56M
2023 1 649 $67M
2024 1 702 $82M

Nearby 401(k) Plans in Florida

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

Wharton-Smith, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Wharton-Smith, Inc. 401(k) Plan and Trust, Total assets ($B): 0.055584496 · Participants: 627Wharton-Smith, Inc. 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Wharton-Smith, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wharton-Smith, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Wharton-Smith, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Sharp Packaging Services LLC 401(k) Savings Plan in PA ($56M); by covered participants it is Tatum Development Corp 401(k) Plan in MS (627 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (627 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 Wharton-Smith, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Wharton-Smith, Inc. 401(k) Plan and Trust pulled back noticeably - down 9.6% during 2022, from $61M to $56M. Reported net income was -$6M.
How have Wharton-Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wharton-Smith, Inc.'s sponsor-wide assets grew 47.9%, from $56M to $82M.
Where does Wharton-Smith, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Wharton-Smith, Inc. 401(k) Plan and Trust ranks in the 89th 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 Wharton-Smith, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sharp Packaging Services LLC 401(k) Savings Plan in PA ($56M, 563 participants).
Which 401(k) plans cover a similar participant headcount to Wharton-Smith, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tatum Development Corp 401(k) Plan in MS (627 participants, N/A 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 592392802.

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.