401(k) · DOL Form 5500 · 2022

White and Williams LLP 401(k) Plan

Data updated 2026-08-25

$157M
Total assets Near avg plan size
356
Participants Below avg headcount
95th
Percentile by assets National rank
$440,003
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: White and Williams 401(k) Tax Deferment Retirement Savings Plan · Sponsored by White and Williams LLP · Pennsylvania · Professional & Technical Services

$157M in assets, 356 participants

White and Williams LLP's White and Williams 401(k) Tax Deferment Retirement Savings Plan reported $157M in total assets and 356 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #20,675 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

White and Williams 401(k) Tax Deferment Retirement Savings Plan covers 356 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $157M.

#20,675
in Professional & Technical Services (21,562 peers)
-11.4%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

White and Williams 401(k) Tax Deferment Retirement Savings Plan's outsized position by total assets

White and Williams 401(k) Tax Deferment Retirement Savings Plan vs every filed plan by assets

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

$156,641,180 Top 5% higher than 95% 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 401(k) Tax Deferment 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. White and Williams 401(k) Tax Deferment Retirement Savings Plan sits mid-pack in the medium band (356 participants).

Plan-year Form 5500 strip

Filing strip 231421789 · White and Williams LLP PY 2022 · 401(k)

White and Williams 401(k) Tax Deferment Retirement Savings Plan · $157M · 356 · 95th

  • IND $157M
  • IND 356
  • IND 95th
  • IND 401(k)
  • IND near Vetcor 401(k) Plan
  • IND ind #20675

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 401(k) Tax Deferment Retirement Savings Plan in the asset neighbourhood

Tradition America Holdings, Inc. 401(k) PlanTradition America Holdings, …$157MWhite and Williams 401(k) Tax Deferment Retirement Savings PlanWhite and Williams 401(k) Ta…$157MVetcor 401(k) Plan$157MDoordash 401(k) Plan$157MHaverty Furniture Companies, Inc. Thrift PlanHaverty Furniture Companies,…$157M
End-of-year total assets ($M) among White and Williams 401(k) Tax Deferment Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$157M
Net Income-$20M
Employer EIN231421789
Plan Effective Date1984-02-01
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 401(k) Plans in Pennsylvania

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

White and Williams 401(k) Tax Deferment Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants White and Williams 401(k) Tax Deferment Retirement Savings Plan, Total assets ($B): 0.15664118 · Participants: 356White and Williams 401(k) Tax Deferment Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
White and Williams 401(k) Tax Deferment Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare White and Williams 401(k) Tax Deferment Retirement Savings Plan side-by-side with 3 peers →

White and Williams 401(k) Tax Deferment Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Vetcor 401(k) Plan in MA ($157M); by covered participants it is Zehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & Trust in MI (356 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($157M here).

Similar participant headcount

Nearest other-state filings by covered participants (356 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 401(k) Tax Deferment Retirement Savings Plan assets move in 2022? ▼
White and Williams 401(k) Tax Deferment Retirement Savings Plan pulled back noticeably - down 11.4% during 2022, from $177M to $157M. Reported net income was -$20M.
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.
Where does White and Williams 401(k) Tax Deferment Retirement Savings Plan rank by assets among Form 5500 filers? ▼
White and Williams 401(k) Tax Deferment Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to White and Williams 401(k) Tax Deferment Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vetcor 401(k) Plan in MA ($157M, 6,901 participants).
Which 401(k) plans cover a similar participant headcount to White and Williams 401(k) Tax Deferment Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & Trust in MI (356 participants, $14M 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.