Defined Benefit (Pension) · DOL Form 5500 · 2022

White and Williams LLP Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
105
Participants Small participant base
36th
Percentile by assets National rank
$22,402
Avg per participant Low balance/head
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Official DOL plan name: White and Williams Pension Plan & Trust · Sponsored by White and Williams LLP · Pennsylvania · Professional & Technical Services

$2M in assets, 105 participants

White and Williams LLP's White and Williams Pension Plan & Trust reported $2M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,142 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

White and Williams Pension Plan & Trust covers 105 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#7,142
in Professional & Technical Services (21,562 peers)
-97.1%
assets change YoY

The plan reported a net loss of $78M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

White and Williams Pension Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

White and Williams Pension Plan & Trust vs every filed plan by assets

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

$2,352,171 36th percentile higher than 36% 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 and Williams Pension Plan & 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. White and Williams Pension Plan & Trust sits mid-pack in the medium band (105 participants).

DOL schedule card

Filing strip 231421789 · White and Williams LLP PY 2022 · Defined Benefit (Pension)

White and Williams Pension Plan & Trust · $2M · 105 · 36th

  • PART $2M
  • TYPE 105
  • NET 36th
  • BOOK Defined Benefit (Pension)
  • VS-ST near The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan
  • BOY ind #7142

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 Pennsylvania →

White and Williams Pension Plan & Trust in the asset neighbourhood

The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension PlanThe Joseph a. Bank Mfg. Co.,…$2MWhite and Williams Pension Plan & TrustWhite and Williams Pension P…$2MCosmetic Laboratories, Inc. Cash Balance PlanCosmetic Laboratories, Inc. …$2MWood-River Industries Company Hourly Employees' Pension PlanWood-River Industries Compan…$2MJones Family Medicine Clinic, PLLC Cash Balance PlanJones Family Medicine Clinic…$2M
End-of-year total assets ($M) among White and Williams Pension Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$2M
Net Income-$78M
Employer EIN231421789
Plan Effective Date1967-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (White and Williams LLP)

Sponsor-wide plan assets over time

All White and Williams LLP plans reported in each filing year

Latest sponsor-wide plan assets
$185M 16.375240119317947% vs 2022
2024 filing year
$150M$160M$170M$180M$190M 202220232024 $159M $185M ▲ +16.4%
Year Plans Participants Total Assets
2022 2 461 $159M
2023 1 347 $172M
2024 1 334 $185M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

White and Williams Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants White and Williams Pension Plan & Trust, Total assets ($B): 0.002352171 · Participants: 105White and Williams Pension Plan & TrustNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
White and Williams Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare White and Williams Pension Plan & Trust side-by-side with 3 peers →

White and Williams Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan in MD ($2M); by covered participants it is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 and Williams Pension Plan & Trust assets move in 2022? ▼
White and Williams Pension Plan & Trust contracted severely - down 97.1% during 2022, from $81M to $2M. Reported net income was -$78M.
How have White and Williams LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White and Williams LLP's sponsor-wide assets grew 16.4%, from $159M to $185M.
Which Defined Benefit (Pension) plans are similar in size to White and Williams Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan in MD ($2M, 111 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to White and Williams Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (105 participants, $29M 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 231421789.

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.