401(k) · DOL Form 5500 · 2023

White Mountains Capital LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
65
Participants Small participant base
84th
Percentile by assets National rank
$667,843
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: White Mountains Retirement Plan · Sponsored by White Mountains Capital LLC · New Hampshire · Finance & Insurance

$43M in assets, 65 participants

White Mountains Capital LLC's White Mountains Retirement Plan reported $43M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,690 in Finance & Insurance (8,869 peers)

Where White Mountains Retirement Plan sits by assets

White Mountains Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 65 participants (~$667,843/participant), up 22.0% in 2023.

#6,690
in Finance & Insurance (8,869 peers)
+22.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

White Mountains Retirement Plan's outsized position by total assets

White Mountains Retirement Plan vs every filed plan by assets

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

$43,409,810 Top 16% higher than 84% 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

White Mountains Retirement 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. White Mountains Retirement Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • White Mountains Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • White Mountains Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 571163892 · White Mountains Capital LLC PY 2023 · 401(k)

White Mountains Retirement Plan · $43M · 65 · 84th

  • IND $43M
  • IND 65
  • IND 84th
  • IND 401(k)
  • IND near Cypress Creek 401(k) Plan
  • IND ind #6690

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 New Hampshire →

White Mountains Retirement Plan in the asset neighbourhood

Affinity Group, Inc. Retirement PlanAffinity Group, Inc. Retirem…$43MWhite Mountains Retirement PlanWhite Mountains Retirement P…$43MCypress Creek 401(k) Plan$43MAqua Dermatology 401(k) Profit Sharing PlanAqua Dermatology 401(k) Prof…$43MAdams Fairacre Farms, Inc. 401(k) PlanAdams Fairacre Farms, Inc. 4…$43M
End-of-year total assets ($M) among White Mountains Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$43M
Net Income$8M
Employer EIN571163892
Plan Effective Date2017-09-08
Filing StatusFILING RECEIVED

Sponsor Plan History (White Mountains Capital LLC)

Sponsor-wide plan assets over time

All White Mountains Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 33.77991852823229% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.6M $47.6M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 65 $36M
2023 1 65 $43M
2024 1 62 $48M

Nearby 401(k) Plans in New Hampshire

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

White Mountains Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants White Mountains Retirement Plan, Total assets ($M): 43.40981 · Participants: 65White Mountains Retirement PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
White Mountains Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare White Mountains Retirement Plan side-by-side with 3 peers →

White Mountains Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Cypress Creek 401(k) Plan in CA ($43M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 White Mountains Retirement Plan assets move in 2023? ▼
White Mountains Retirement Plan grew sharply - up 22.0% during 2023, from $36M to $43M. Reported net income was $8M.
How have White Mountains Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White Mountains Capital LLC's sponsor-wide assets grew 33.8%, from $36M to $48M.
Where does White Mountains Retirement Plan rank by assets among Form 5500 filers? ▼
White Mountains Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to White Mountains Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cypress Creek 401(k) Plan in CA ($43M, 379 participants).
Which 401(k) plans cover a similar participant headcount to White Mountains Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 participants, N/A 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 571163892.

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.