401(k) · DOL Form 5500 · 2022

The Whitestone Group, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
97
Participants Small participant base
43rd
Percentile by assets National rank
$35,076
Avg per participant Low balance/head
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Official DOL plan name: Whitestone Group 401(k) Plan · Sponsored by The Whitestone Group, Inc · Ohio · Construction

$3M in assets, 97 participants

The Whitestone Group, Inc's Whitestone Group 401(k) Plan reported $3M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,093 in Construction (9,927 peers)

The Whitestone Group, Inc multi-year trail

The Whitestone Group, Inc's plans moved +61.7% in assets from 2022 to 2024; this filing shows Whitestone Group 401(k) Plan at $3M / 97 participants.

#4,093
in Construction (9,927 peers)
-21.0%
assets change YoY

The plan reported a net loss of $904K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whitestone Group 401(k) Plan's mid-pack asset rank among Construction and all filers

Whitestone Group 401(k) Plan vs every filed plan by assets

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

$3,402,405 43rd percentile higher than 43% 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

Whitestone Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitestone Group 401(k) Plan is a small filing (97 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 341941099 · The Whitestone Group, Inc PY 2022 · 401(k)

Whitestone Group 401(k) Plan · $3M · 97 · 43rd

  • SCH $3M
  • EBSA 97
  • PART 43rd
  • TYPE 401(k)
  • NET near Oral & Maxillofacial Surgery Associates of Michigan PC Profit Sharing Plan and Trust
  • BOOK ind #4093

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 Ohio →

Whitestone Group 401(k) Plan in the asset neighbourhood

Whitestone Group 401(k) Plan$3MOral & Maxillofacial Surgery Associates of Michigan PC Profit Sharing Plan and TrustOral & Maxillofacial Surgery…$3MCts Enterprises Sales & Service, Inc. 401(k) Profit Sharing PlanCts Enterprises Sales & Serv…$3MParagon Services Engineering 401(k) PlanParagon Services Engineering…$3MFaps, Inc. Union 401(k) Plan$3M
End-of-year total assets ($M) among Whitestone Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Whitestone Group, Inc multi-year asset trail

Sponsor-wide plan assets over time

All The Whitestone Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 61.67014214945017% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.4M $5.5M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 97 $3M
2023 1 130 $5M
2024 1 331 $6M

The Whitestone Group, Inc filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$904K
Employer EIN341941099
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Whitestone Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Whitestone Group 401(k) Plan, Total assets ($B): 0.003402405 · Participants: 97Whitestone Group 401(k) 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
Whitestone Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Whitestone Group 401(k) Plan side-by-side with 3 peers →

Whitestone Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Oral & Maxillofacial Surgery Associates of Michigan PC Profit Sharing Plan and Trust in MI ($3M); by covered participants it is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Whitestone Group 401(k) Plan assets move in 2022? ▼
Whitestone Group 401(k) Plan declined sharply - down 21.0% during 2022, from $4M to $3M. Reported net income was -$904K.
How have The Whitestone Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Whitestone Group, Inc's sponsor-wide assets grew 61.7%, from $3M to $6M.
Which 401(k) plans are similar in size to Whitestone Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oral & Maxillofacial Surgery Associates of Michigan PC Profit Sharing Plan and Trust in MI ($3M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Whitestone Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 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 341941099.

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.