401(k) · DOL Form 5500 · 2023

Gilliam, Wharram & Co., P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
36th
Percentile by assets National rank
$233,095
Avg per participant Above avg balance/head
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Official DOL plan name: Gilliam, Wharram & Co., P.C. 401(k) Plan · Sponsored by Gilliam, Wharram & Co., P.C. · Texas · Professional & Technical Services

$3M in assets, 13 participants

Gilliam, Wharram & Co., P.C.'s Gilliam, Wharram & Co., P.C. 401(k) Plan reported $3M in total assets and 13 participants in its 2023 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.

  • #6,640 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Gilliam, Wharram & Co., P.C. 401(k) Plan holds $3M for 13 participants - about $233,095 per participant, in the lower half of filed plans by assets.

#6,640
in Professional & Technical Services (20,321 peers)
+4.1%
assets growth YoY

Gilliam, Wharram & Co., P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gilliam, Wharram & Co., P.C. 401(k) Plan vs every filed plan by assets

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

$3,030,237 36th percentile higher than 36% 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

Gilliam, Wharram & Co., P.C. 401(k) 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. Gilliam, Wharram & Co., P.C. 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gilliam, Wharram & Co., P.C. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $118K in the plan year 2023 filing.
  • Gilliam, Wharram & Co., P.C. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752147649 · Gilliam, Wharram & Co., P.C. PY 2023 · 401(k)

Gilliam, Wharram & Co., P.C. 401(k) Plan · $3M · 13 · 36th

  • ASSETS $3M
  • ASSETS 13
  • ASSETS 36th
  • ASSETS 401(k)
  • ASSETS near Adventhealth Consolidated ERISA 401(a) Plan
  • ASSETS ind #6640

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 Texas →

Gilliam, Wharram & Co., P.C. 401(k) Plan in the asset neighbourhood

Gilliam, Wharram & Co., P.C. 401(k) PlanGilliam, Wharram & Co., P.C.…$3MAdventhealth Consolidated ERISA 401(a) PlanAdventhealth Consolidated ER…$3MMichael Kalus Md Profit Sharing & 401(k) PlanMichael Kalus Md Profit Shar…$3MNelson Pipeline Constructors, LLC 401(k) Savings PlanNelson Pipeline Constructors…$3MConway Management Company, Inc. Profit Sharing 401(k) PlanConway Management Company, I…$3M
End-of-year total assets ($M) among Gilliam, Wharram & Co., P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$118K
Employer EIN752147649
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gilliam, Wharram & Co., P.C.)

Sponsor-wide plan assets over time

All Gilliam, Wharram & Co., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.385158467003096% vs 2022
2024 filing year
$2.85M$2.9M$2.95M$3M$3.05M$3.1M 202220232024 $2.91M $3.07M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 13 $3M
2024 1 15 $3M

Nearby 401(k) Plans in Texas

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

Gilliam, Wharram & Co., P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Gilliam, Wharram & Co., P.C. 401(k) Plan, Total assets ($B): 0.003030237 · Participants: 13Gilliam, Wharram & Co., P.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Gilliam, Wharram & Co., P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Gilliam, Wharram & Co., P.C. 401(k) Plan side-by-side with 3 peers →

Gilliam, Wharram & Co., P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Adventhealth Consolidated ERISA 401(a) Plan in FL ($3M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Gilliam, Wharram & Co., P.C. 401(k) Plan assets move in 2023? ▼
Gilliam, Wharram & Co., P.C. 401(k) Plan edged up modestly - up 4.1% during 2023, from $3M to $3M. Reported net income was $118K.
How have Gilliam, Wharram & Co., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gilliam, Wharram & Co., P.C.'s sponsor-wide assets grew 5.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Gilliam, Wharram & Co., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adventhealth Consolidated ERISA 401(a) Plan in FL ($3M, 279 participants).
Which 401(k) plans cover a similar participant headcount to Gilliam, Wharram & Co., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 752147649.

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.