401(k) · DOL Form 5500 · 2023

Whitbeck Benedict & Smith LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
30th
Percentile by assets National rank
$381,499
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whitbeck Benedict & Smith LLP - 401(k) · Sponsored by Whitbeck Benedict & Smith LLP · New York · Professional & Technical Services

$2M in assets, 5 participants

Whitbeck Benedict & Smith LLP's Whitbeck Benedict & Smith LLP - 401(k) reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,219 in Professional & Technical Services (20,321 peers)

Whitbeck Benedict & Smith LLP multi-year trail

Whitbeck Benedict & Smith LLP's plans moved +36.1% in assets from 2022 to 2024; this filing shows Whitbeck Benedict & Smith LLP - 401(k) at $2M / 5 participants.

#5,219
in Professional & Technical Services (20,321 peers)
+17.9%
assets growth YoY

Whitbeck Benedict & Smith LLP - 401(k) among the smaller filed plans by assets

Whitbeck Benedict & Smith LLP - 401(k) vs every filed plan by assets

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

$1,907,494 30th percentile higher than 30% 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

Whitbeck Benedict & Smith LLP - 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitbeck Benedict & Smith LLP - 401(k) is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitbeck Benedict & Smith LLP - 401(k) reported net income rose from -$568K in the plan year 2022 filing to $290K in the plan year 2023 filing.
  • Whitbeck Benedict & Smith LLP - 401(k) end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141773001 · Whitbeck Benedict & Smith LLP PY 2023 · 401(k)

Whitbeck Benedict & Smith LLP - 401(k) · $2M · 5 · 30th

  • EIN $2M
  • EIN 5
  • EIN 30th
  • EIN 401(k)
  • EIN near Wonders of Wildlife 401(k) Retirement Savings Plan
  • EIN ind #5219

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 New York →

Whitbeck Benedict & Smith LLP - 401(k) in the asset neighbourhood

Whitbeck Benedict & Smith LLP - 401(k)Whitbeck Benedict & Smith LL…$2MWonders of Wildlife 401(k) Retirement Savings PlanWonders of Wildlife 401(k) R…$2MWongs International (USA) Corp. 401(k) PlanWongs International (USA) Co…$2MDj's California Catering 401(k) Profit Sharing PlanDj's California Catering 401…$2MG. Russell Church, Dmd 401(k) Profit Sharing PlanG. Russell Church, Dmd 401(k…$2M
End-of-year total assets ($M) among Whitbeck Benedict & Smith LLP - 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Whitbeck Benedict & Smith LLP multi-year asset trail

Sponsor-wide plan assets over time

All Whitbeck Benedict & Smith LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 36.10423684752283% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.62M $2.2M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $2M

Whitbeck Benedict & Smith LLP filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$290K
Employer EIN141773001
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Whitbeck Benedict & Smith LLP - 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Whitbeck Benedict & Smith LLP - 401(k), Total assets ($B): 0.001907494 · Participants: 5Whitbeck Benedict & Smith LLP - 401(k)IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Whitbeck Benedict & Smith LLP - 401(k) vs. nearby 401(k) plans in New York, assets vs. participants

Whitbeck Benedict & Smith LLP - 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wonders of Wildlife 401(k) Retirement Savings Plan in MO ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Whitbeck Benedict & Smith LLP - 401(k) assets move in 2023?
Whitbeck Benedict & Smith LLP - 401(k) grew sharply - up 17.9% during 2023, from $2M to $2M. Reported net income was $290K.
How have Whitbeck Benedict & Smith LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Whitbeck Benedict & Smith LLP's sponsor-wide assets grew 36.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Whitbeck Benedict & Smith LLP - 401(k)?
Among 401(k) plans in other states, the closest by assets is Wonders of Wildlife 401(k) Retirement Savings Plan in MO ($2M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Whitbeck Benedict & Smith LLP - 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).