401(k) · DOL Form 5500 · 2022

Liebert Cassidy Whitmore 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
168
Participants Small participant base
88th
Percentile by assets National rank
$286,392
Avg per participant High balance/head
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Official DOL plan name: Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust · Sponsored by Liebert Cassidy Whitmore · California · Professional & Technical Services

$48M in assets, 168 participants

Liebert Cassidy Whitmore's Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust reported $48M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,120 in Professional & Technical Services (21,562 peers)

Coverage in California

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $48M.

#19,120
in Professional & Technical Services (21,562 peers)
+15.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust's outsized position by total assets

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$48,113,868 Top 12% higher than 88% of 139,123 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 2022

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust sits mid-pack in the medium band (168 participants).

Form 5500 schedule snapshot

Filing strip 953658973 · Liebert Cassidy Whitmore PY 2022 · 401(k)

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust · $48M · 168 · 88th

  • VS-ST $48M
  • VS-ST 168
  • VS-ST 88th
  • VS-ST 401(k)
  • VS-ST near Epi-Use America Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #19120

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 California →

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust in the asset neighbourhood

Epi-Use America Inc. 401(k) Profit Sharing PlanEpi-Use America Inc. 401(k) …$48MUnited Federation of Teachers and Uft Welfare Fund 401(k) PlanUnited Federation of Teacher…$48MLiebert Cassidy Whitmore Profit Sharing/401(k) Plan and TrustLiebert Cassidy Whitmore Pro…$48MCsw Industrials, Inc. Employee Savings PlanCsw Industrials, Inc. Employ…$48MCst Industries, Inc. 401(k) Profit Sharing PlanCst Industries, Inc. 401(k) …$48M
End-of-year total assets ($M) among Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$48M
Net Income$7M
Employer EIN953658973
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liebert Cassidy Whitmore)

Sponsor-wide plan assets over time

All Liebert Cassidy Whitmore plans reported in each filing year

Latest sponsor-wide plan assets
$68M 41.29590246205107% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $48.1M $68M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 168 $48M
2023 1 174 $60M
2024 1 195 $68M

Nearby 401(k) Plans in California

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

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust, Total assets ($B): 0.048113868 · Participants: 168Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust side-by-side with 3 peers →

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Epi-Use America Inc. 401(k) Profit Sharing Plan in GA ($48M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust assets move in 2022? ▼
Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust grew sharply - up 15.9% during 2022, from $42M to $48M. Reported net income was $7M.
How have Liebert Cassidy Whitmore plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liebert Cassidy Whitmore's sponsor-wide assets grew 41.3%, from $48M to $68M.
Where does Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Epi-Use America Inc. 401(k) Profit Sharing Plan in GA ($48M, 342 participants).
Which 401(k) plans cover a similar participant headcount to Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953658973.

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.