401(k) · DOL Form 5500 · 2023

Bates White, LLC. 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
288
Participants Below avg headcount
91st
Percentile by assets National rank
$336,889
Avg per participant High balance/head
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Official DOL plan name: Bates White, LLC 401(k) Plan · Sponsored by Bates White, LLC. · District of Columbia · Professional & Technical Services

$97M in assets, 288 participants

Bates White, LLC.'s Bates White, LLC 401(k) Plan reported $97M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,748 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Bates White, LLC 401(k) Plan covers 288 participants in District of Columbia, about 20% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $97M.

#18,748
in Professional & Technical Services (20,321 peers)
+33.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Bates White, LLC 401(k) Plan's outsized position by total assets

Bates White, LLC 401(k) Plan vs every filed plan by assets

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

$97,024,006 Top 9% higher than 91% 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

Bates White, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bates White, LLC 401(k) Plan sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bates White, LLC 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Bates White, LLC 401(k) Plan end-of-year assets rose from $73M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • Bates White, LLC 401(k) Plan reported participants rose from 258 in the plan year 2022 filing to 288 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 522183096 · Bates White, LLC. PY 2023 · 401(k)

Bates White, LLC 401(k) Plan · $97M · 288 · 91st

  • EIN $97M
  • EIN 288
  • EIN 91st
  • EIN 401(k)
  • EIN near Miltenyi Biotec North America, Inc. 401(k) Profit Sharing Plan
  • EIN ind #18748

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 District of Columbia →

Bates White, LLC 401(k) Plan in the asset neighbourhood

Miltenyi Biotec North America, Inc. 401(k) Profit Sharing PlanMiltenyi Biotec North Americ…$97MBollinger Shipyards 401(k) Savings PlanBollinger Shipyards 401(k) S…$97MPbc Management, LLC 401(k) Profit Sharing PlanPbc Management, LLC 401(k) P…$97MPacific Retirement Services, Inc. 401(k) PlanPacific Retirement Services,…$97MBates White, LLC 401(k) Plan$97M
End-of-year total assets ($M) among Bates White, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$97M
Net Income$24M
Employer EIN522183096
Plan Effective Date2000-07-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Bates White, LLC.)

Sponsor-wide plan assets over time

All Bates White, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 73.32965047803602% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $72.7M $126M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 258 $73M
2023 1 288 $97M
2024 1 327 $126M

Nearby 401(k) Plans in District of Columbia

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

Bates White, LLC 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Bates White, LLC 401(k) Plan, Total assets ($B): 0.097024006 · Participants: 288Bates White, LLC 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Bates White, LLC 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Bates White, LLC 401(k) Plan side-by-side with 3 peers →

Bates White, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Miltenyi Biotec North America, Inc. 401(k) Profit Sharing Plan in MD ($97M); by covered participants it is Accord Health Service, Inc. 401(k) Plan in PA (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Bates White, LLC 401(k) Plan assets move in 2023? ▼
Bates White, LLC 401(k) Plan surged - up 33.5% during 2023, from $73M to $97M. Reported net income was $24M.
How have Bates White, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bates White, LLC.'s sponsor-wide assets grew 73.3%, from $73M to $126M.
Where does Bates White, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Bates White, LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bates White, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miltenyi Biotec North America, Inc. 401(k) Profit Sharing Plan in MD ($97M, 909 participants).
Which 401(k) plans cover a similar participant headcount to Bates White, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accord Health Service, Inc. 401(k) Plan in PA (288 participants, $10M 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 522183096.

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.