401(k) · DOL Form 5500 · 2023
Whitman Breed Abbott & Morgan LLC 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 49
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $504,407
- Avg per participant High balance/head
Official DOL plan name: Whitman Breed Abbott & Morgan LLC 401(k) Plan · Sponsored by Whitman Breed Abbott & Morgan LLC · Connecticut · Professional & Technical Services
$25M in assets, 49 participants
Whitman Breed Abbott & Morgan LLC's Whitman Breed Abbott & Morgan LLC 401(k) Plan reported $25M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #15,561 in Professional & Technical Services (20,321 peers)
Where Whitman Breed Abbott & Morgan LLC 401(k) Plan sits by assets
Whitman Breed Abbott & Morgan LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 49 participants (~$504,407/participant), up 25.3% in 2023.
- #15,561
- in Professional & Technical Services (20,321 peers)
- +25.3%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Whitman Breed Abbott & Morgan LLC 401(k) Plan's outsized position by total assets
Whitman Breed Abbott & Morgan LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,715,934 Top 24% higher than 76% 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
Whitman Breed Abbott & Morgan LLC 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. Whitman Breed Abbott & Morgan LLC 401(k) Plan is a small filing (49 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Whitman Breed Abbott & Morgan LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Whitman Breed Abbott & Morgan LLC 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Whitman Breed Abbott & Morgan LLC 401(k) Plan reported participants rose from 48 in the plan year 2022 filing to 49 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 061432923 · Whitman Breed Abbott & Morgan LLC PY 2023 · 401(k)
Whitman Breed Abbott & Morgan LLC 401(k) Plan · $25M · 49 · 76th
- PHOTO $25M
- PHOTO 49
- PHOTO 76th
- PHOTO 401(k)
- PHOTO near Camico Savings and Investment Plan
- PHOTO ind #15561
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 Connecticut →
Whitman Breed Abbott & Morgan LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $5M |
| Employer EIN | 061432923 |
| Plan Effective Date | 2000-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whitman Breed Abbott & Morgan LLC)
Sponsor-wide plan assets over time
All Whitman Breed Abbott & Morgan LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 41.87014197635017% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $20M |
| 2023 | 1 | 49 | $25M |
| 2024 | 1 | 45 | $28M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Whitman Breed Abbott & Morgan LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Camico Savings and Investment Plan in CA ($25M); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Camico Savings and Investment Plan (CA) $25M · 90
- Samgi 401(k) Plan (CA) $25M · 194
- Xad, Inc. 401(k) Plan (NY) $25M · 252
- Hampton Products International Corporation 401(k) Plan (CA) $25M · 197
Similar participant headcount
Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.
- Marvin & Co. PC Savings and Thrift Plan (NY) 49 · 0 off
- Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan (VA) 49 · 0 off
- Ellison Bronze, Inc. 401(k) Profit Sharing Plan (NY) 49 · 0 off
- Infopaginas 1081. 01(D) Plan (PR) 49 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.