401(k) · DOL Form 5500 · 2023

R.D. White & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
42
Participants Small participant base
40th
Percentile by assets National rank
$92,555
Avg per participant Below avg balance/head
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Official DOL plan name: R D White & Sons, Inc. 401(k) Ps Plan & Trust · Sponsored by R.D. White & Sons, Inc. · North Carolina · Wholesale Trade

$4M in assets, 42 participants

R.D. White & Sons, Inc.'s R D White & Sons, Inc. 401(k) Ps Plan & Trust reported $4M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,819 in Wholesale Trade (6,309 peers)

R.D. White & Sons, Inc. multi-year trail

R.D. White & Sons, Inc.'s plans moved +12.6% in assets from 2022 to 2024; this filing shows R D White & Sons, Inc. 401(k) Ps Plan & Trust at $4M / 42 participants.

#1,819
in Wholesale Trade (6,309 peers)
+5.7%
assets growth YoY

R D White & Sons, Inc. 401(k) Ps Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

R D White & Sons, Inc. 401(k) Ps Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,887,289 40th percentile higher than 40% of 127,068 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 2023

R D White & Sons, Inc. 401(k) Ps Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R D White & Sons, Inc. 401(k) Ps Plan & Trust is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R D White & Sons, Inc. 401(k) Ps Plan & Trust reported net income fell from $340K in the plan year 2022 filing to $209K in the plan year 2023 filing.
  • R D White & Sons, Inc. 401(k) Ps Plan & Trust reported participants fell from 50 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • R D White & Sons, Inc. 401(k) Ps Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561223522 · R.D. White & Sons, Inc. PY 2023 · 401(k)

R D White & Sons, Inc. 401(k) Ps Plan & Trust · $4M · 42 · 40th

  • PCT $4M
  • EIN 42
  • RANK 40th
  • PHOTO 401(k)
  • IND near Lola's Market, Inc. Retirement Savings Plan
  • EOY ind #1819

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 Wholesale Trade retirement plans → · Plans in North Carolina →

R D White & Sons, Inc. 401(k) Ps Plan & Trust in the asset neighbourhood

R D White & Sons, Inc. 401(k) Ps Plan & TrustR D White & Sons, Inc. 401(k…$4MLola's Market, Inc. Retirement Savings PlanLola's Market, Inc. Retireme…$4MFashion Glass & Mirror, Ltd. 401(k) Retirement Savings PlanFashion Glass & Mirror, Ltd.…$4MVitalwerks Internet Solutions 401(k) Profit Sharing Plan & TrustVitalwerks Internet Solution…$4M30 Point Strategies Retirement Plan30 Point Strategies Retireme…$4M
End-of-year total assets ($M) among R D White & Sons, Inc. 401(k) Ps Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

R.D. White & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All R.D. White & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.57213946037998% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M 202220232024 $3.68M $4.14M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 50 $4M
2023 1 42 $4M
2024 1 47 $4M

R.D. White & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$209K
Employer EIN561223522
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

R D White & Sons, Inc. 401(k) Ps Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants R D White & Sons, Inc. 401(k) Ps Plan & Trust, Total assets ($B): 0.003887289 · Participants: 42R D White & Sons, Inc. 401(k) Ps Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
R D White & Sons, Inc. 401(k) Ps Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare R D White & Sons, Inc. 401(k) Ps Plan & Trust side-by-side with 3 peers →

R D White & Sons, Inc. 401(k) Ps Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Lola's Market, Inc. Retirement Savings Plan in CA ($4M); by covered participants it is Rodriguez Hidalgo Retirement Plan in PR (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did R D White & Sons, Inc. 401(k) Ps Plan & Trust assets move in 2023? ▼
R D White & Sons, Inc. 401(k) Ps Plan & Trust grew at a solid clip - up 5.7% during 2023, from $4M to $4M. Reported net income was $209K.
How have R.D. White & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.D. White & Sons, Inc.'s sponsor-wide assets grew 12.6%, from $4M to $4M.
Which 401(k) plans are similar in size to R D White & Sons, Inc. 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lola's Market, Inc. Retirement Savings Plan in CA ($4M, 162 participants).
Which 401(k) plans cover a similar participant headcount to R D White & Sons, Inc. 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rodriguez Hidalgo Retirement Plan in PR (42 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561223522.

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.