Defined Benefit (Pension) · DOL Form 5500 · 2022

White Hart, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
47th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: White Hart, Inc. Defined Benefit Pension Plan · Sponsored by White Hart, Inc. · California · Finance & Insurance

$4M in assets, 2 participants

White Hart, Inc.'s White Hart, Inc. Defined Benefit Pension Plan reported $4M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,018 in Finance & Insurance (9,261 peers)

White Hart, Inc. multi-year trail

White Hart, Inc.'s plans moved +21.0% in assets from 2022 to 2024; this filing shows White Hart, Inc. Defined Benefit Pension Plan at $4M / 2 participants.

#3,018
in Finance & Insurance (9,261 peers)
-4.7%
assets change YoY

The plan reported a net loss of $207K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

White Hart, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

White Hart, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$4,225,153 47th percentile higher than 47% 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 Hart, Inc. Defined Benefit Pension 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 Hart, Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 770457035 · White Hart, Inc. PY 2022 · Defined Benefit (Pension)

White Hart, Inc. Defined Benefit Pension Plan · $4M · 2 · 47th

  • 5500 $4M
  • 5500 2
  • 5500 47th
  • 5500 Defined Benefit (Pension)
  • 5500 near Hasenfeld-Stein, Inc. Pension Plan
  • 5500 ind #3018

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 Finance & Insurance retirement plans → · Plans in California →

White Hart, Inc. Defined Benefit Pension Plan in the asset neighbourhood

White Hart, Inc. Defined Benefit Pension PlanWhite Hart, Inc. Defined Ben…$4MValley Radiologists & Associates, P.a. Defined Benefit PlanValley Radiologists & Associ…$4MMartin L. Leib, M.D., P.C. Defined Benefit Pension PlanMartin L. Leib, M.D., P.C. D…$4MHasenfeld-Stein, Inc. Pension PlanHasenfeld-Stein, Inc. Pensio…$4MClendenin Brothers Incorporated Retirement Income PlanClendenin Brothers Incorpora…$4M
End-of-year total assets ($M) among White Hart, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

White Hart, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All White Hart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.96932347775335% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.23M $5.11M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $5M

White Hart, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$207K
Employer EIN770457035
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

White Hart, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants White Hart, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.004225153 · Participants: 2White Hart, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
White Hart, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare White Hart, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

White Hart, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Hasenfeld-Stein, Inc. Pension Plan in NY ($4M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Hart, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
White Hart, Inc. Defined Benefit Pension Plan edged down modestly - down 4.7% during 2022, from $4M to $4M. Reported net income was -$207K.
How have White Hart, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White Hart, Inc.'s sponsor-wide assets grew 21.0%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to White Hart, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hasenfeld-Stein, Inc. Pension Plan in NY ($4M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to White Hart, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 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 770457035.

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.