401(k) · DOL Form 5500 · 2023

Wharton Aldhizer & Weaver, PLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 42
Participants Small participant base: 66th
Percentile by assets National rank: $330,913
Avg per participant High balance/head

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Official DOL plan name: Waw 401(k) Plan · Sponsored by Wharton Aldhizer & Weaver, PLC · Virginia · Professional & Technical Services

$14M in assets, 42 participants

Wharton Aldhizer & Weaver, PLC's Waw 401(k) Plan reported $14M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#13,186 in Professional & Technical Services (20,321 peers)

2023 asset change

Waw 401(k) Plan grew sharply 21.7% in 2023 ($11M → $14M) for 42 participants.

#13,186
in Professional & Technical Services (20,321 peers): +21.7%
assets growth YoY

Waw 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Waw 401(k) Plan vs every filed plan by assets

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

$13,898,338 Top 34% higher than 66% 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

Waw 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. Waw 401(k) Plan is a small filing (42 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Waw 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Waw 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Waw 401(k) Plan reported participants rose from 37 in the plan year 2022 filing to 42 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540432135 · Wharton Aldhizer & Weaver, PLC PY 2023 · 401(k)

Waw 401(k) Plan · $14M · 42 · 66th

BOOK $14M
BOOK 42
BOOK 66th
BOOK 401(k)
BOOK near Ampler Group 401(k) Plan
BOOK ind #13186

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 Virginia →

End-of-year total assets ($M) among Waw 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wharton Aldhizer & Weaver, PLC years around the 2023 move

Latest sponsor-wide plan assets: $11M 0.725861884907914% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	37	$11M
2023	1	42	$14M
2024	1	46	$11M

2023 asset-move particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	540432135
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Waw 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $36.2B · 97,987
401(k) Pension Plan $15.0B · 62,467
General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
Leidos, Inc. Retirement Plan $10.6B · 27,043
Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681

Compare Waw 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Ampler Group 401(k) Plan in KS ($14M); by covered participants it is Rodriguez Hidalgo Retirement Plan in PR (42 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Ampler Group 401(k) Plan (KS) $14M · 2,793
Judicial Title Insurance Agency LLC Incentive Savings Trust (NY) $14M · 76
Timberland Partners, Inc. 401(k) Retirement Plan (MN) $14M · 486
Ole Media Services, Inc. Retirement Plan (FL) $14M · 107

Similar participant headcount

Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.

Rodriguez Hidalgo Retirement Plan (PR) 42 · 0 off
R D White & Sons, Inc. 401(k) Ps Plan & Trust (NC) 42 · 0 off
B & B Medical Services Inc 401(k) Profit Sharing Plan & Trust (OK) 42 · 0 off
Bay Oral Surgery & Implant Center, Ltd. Employees' 401(k) Profit Sharing Plan (WI) 42 · 0 off

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 Waw 401(k) Plan assets move in 2023? ▼

Waw 401(k) Plan grew sharply - up 21.7% during 2023, from $11M to $14M. Reported net income was $2M.

How have Wharton Aldhizer & Weaver, PLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wharton Aldhizer & Weaver, PLC's sponsor-wide assets declined 0.7%, from $11M to $11M.

Which 401(k) plans are similar in size to Waw 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ampler Group 401(k) Plan in KS ($14M, 2,793 participants).

Which 401(k) plans cover a similar participant headcount to Waw 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Rodriguez Hidalgo Retirement Plan in PR (42 participants, $2M 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 540432135.