401(k) · DOL Form 5500 · 2023

Whiteman Osterman & Hanna LLP 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
162
Participants Small participant base
91st
Percentile by assets National rank
$580,769
Avg per participant High balance/head
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Official DOL plan name: Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan · Sponsored by Whiteman Osterman & Hanna LLP · New York · Professional & Technical Services

$94M in assets, 162 participants

Whiteman Osterman & Hanna LLP's Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan reported $94M in total assets and 162 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.

  • #18,711 in Professional & Technical Services (20,321 peers)

Coverage in New York

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan covers 162 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $94M.

#18,711
in Professional & Technical Services (20,321 peers)
+22.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan's outsized position by total assets

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$94,084,579 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

Whiteman Osterman & Hanna LLP Profit Sharing and 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. Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan end-of-year assets rose from $77M in the plan year 2022 filing to $94M in the plan year 2023 filing.
  • Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan reported participants rose from 150 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 141564599 · Whiteman Osterman & Hanna LLP PY 2023 · 401(k)

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan · $94M · 162 · 91st

  • ASSETS $94M
  • PCT 162
  • EIN 91st
  • RANK 401(k)
  • PHOTO near Northeast Communications of Wi, Inc Dba Nsight
  • IND ind #18711

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 →

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan in the asset neighbourhood

Shamrock Trading Corporation 401(k) Profit Sharing PlanShamrock Trading Corporation…$94MPremier Financial Corp. 401(k) Employee Savings PlanPremier Financial Corp. 401(…$94MWhiteman Osterman & Hanna LLP Profit Sharing and 401(k) PlanWhiteman Osterman & Hanna LL…$94MNortheast Communications of Wi, Inc Dba NsightNortheast Communications of …$94MBig G Express Employee Stock Ownership and 401(k) PlanBig G Express Employee Stock…$94M
End-of-year total assets ($M) among Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$94M
Net Income$17M
Employer EIN141564599
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whiteman Osterman & Hanna LLP)

Sponsor-wide plan assets over time

All Whiteman Osterman & Hanna LLP plans reported in each filing year

Latest sponsor-wide plan assets
$105M 35.938477553627386% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.1M $105M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 150 $77M
2023 1 162 $94M
2024 1 160 $105M

Nearby 401(k) Plans in New York

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

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan, Total assets ($B): 0.094084579 · Participants: 162Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) PlanIBM 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
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Northeast Communications of Wi, Inc Dba Nsight in WI ($94M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan assets move in 2023? ▼
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan grew sharply - up 22.0% during 2023, from $77M to $94M. Reported net income was $17M.
How have Whiteman Osterman & Hanna LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whiteman Osterman & Hanna LLP's sponsor-wide assets grew 35.9%, from $77M to $105M.
Where does Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Whiteman Osterman & Hanna LLP Profit Sharing and 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 Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northeast Communications of Wi, Inc Dba Nsight in WI ($94M, 698 participants).
Which 401(k) plans cover a similar participant headcount to Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 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 141564599.

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.