401(k) · DOL Form 5500 · 2023
Wharton, Levin, Ehrmantraut & Klein, P.a. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $313,055
- Avg per participant High balance/head
Official DOL plan name: Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan · Sponsored by Wharton, Levin, Ehrmantraut & Klein, P.a. · Maryland · Professional & Technical Services
$14M in assets, 44 participants
Wharton, Levin, Ehrmantraut & Klein, P.a.'s Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan reported $14M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #13,147 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan holds $14M for 44 participants - about $313,055 per participant, above the median plan by assets.
- #13,147
- in Professional & Technical Services (20,321 peers)
- +3.9%
- assets growth YoY
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,774,405 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan is a small filing (44 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $514K in the plan year 2023 filing.
- Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan reported participants rose from 43 in the plan year 2022 filing to 44 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 521746578 · Wharton, Levin, Ehrmantraut & Klein, P.a. PY 2023 · 401(k)
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan · $14M · 44 · 65th
- ASSETS $14M
- ASSETS 44
- ASSETS 65th
- ASSETS 401(k)
- ASSETS near Blue Matter Consulting 401(k) Plan
- ASSETS ind #13147
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 Maryland →
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $514K |
| Employer EIN | 521746578 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wharton, Levin, Ehrmantraut & Klein, P.a.)
Sponsor-wide plan assets over time
All Wharton, Levin, Ehrmantraut & Klein, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 3.035200388274953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $13M |
| 2023 | 1 | 44 | $14M |
| 2024 | 1 | 42 | $13M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Blue Matter Consulting 401(k) Plan in CA ($14M); by covered participants it is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Blue Matter Consulting 401(k) Plan (CA) $14M · 114
- The Beautiful Group 401 (K) Retirement Savings Plan (CA) $14M · 5,759
- Lone Star Fasteners, LLC 401(k) and Profit Sharing Plan (TX) $14M · 296
- Sun Mar Healthcare 401(k) Plan (CA) $14M · 4,947
Similar participant headcount
Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.
- Stancy Health Care Corp. 401(k) Plan (AZ) 44 · 0 off
- Victory Design Inc 401(k) Plan (CA) 44 · 0 off
- Peabody Engineering & Supply Inc. 401(k) Plan (CA) 44 · 0 off
- Pv Rentals LLC 401(k) Profit Sharing Plan & Trust (TX) 44 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.