Defined Benefit (Pension) · DOL Form 5500 · 2023

White Hart, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
44th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: White Hart, Inc. Defined Benefit Pension Plan · Sponsored by White Hart, Inc. · California · Finance & Insurance

$5M in assets, 2 participants

White Hart, Inc.'s White Hart, Inc. Defined Benefit Pension Plan reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,776 in Finance & Insurance (8,869 peers)

White Hart, Inc. multi-year trail

White Hart, Inc.'s plans moved +21.0% in assets from 2022 to 2024; this filing shows White Hart, Inc. Defined Benefit Pension Plan at $5M / 2 participants.

#2,776
in Finance & Insurance (8,869 peers)
+17.5%
assets growth YoY

White Hart, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

White Hart, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$4,965,426 44th percentile higher than 44% 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

White Hart, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. White Hart, Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • White Hart, Inc. Defined Benefit Pension Plan reported net income rose from -$207K in the plan year 2022 filing to $740K in the plan year 2023 filing.
  • White Hart, Inc. Defined Benefit Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770457035 · White Hart, Inc. PY 2023 · Defined Benefit (Pension)

White Hart, Inc. Defined Benefit Pension Plan · $5M · 2 · 44th

  • BOOK $5M
  • BOOK 2
  • BOOK 44th
  • BOOK Defined Benefit (Pension)
  • BOOK near Sound Point Capital Management LP Cash Balance Plan
  • BOOK ind #2776

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 Finance & Insurance retirement plans → · Plans in California →

White Hart, Inc. Defined Benefit Pension Plan in the asset neighbourhood

White Hart, Inc. Defined Benefit Pension PlanWhite Hart, Inc. Defined Ben…$5MVictorinox Swiss Army, Inc. Defined Benefit Pension PlanVictorinox Swiss Army, Inc. …$5MAbris Distribution, Inc. Defined Benefit PlanAbris Distribution, Inc. Def…$5MSound Point Capital Management LP Cash Balance PlanSound Point Capital Manageme…$5MIndustries for the Blind and Visually Impaired, Inc. Salaried Employees' Retirement PlanIndustries for the Blind and…$5M
End-of-year total assets ($M) among White Hart, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

White Hart, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All White Hart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.96932347775335% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.23M $5.11M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $5M

White Hart, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$740K
Employer EIN770457035
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

White Hart, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants White Hart, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.004965426 · Participants: 2White Hart, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
White Hart, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare White Hart, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

White Hart, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Sound Point Capital Management LP Cash Balance Plan in NY ($5M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 White Hart, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
White Hart, Inc. Defined Benefit Pension Plan grew sharply - up 17.5% during 2023, from $4M to $5M. Reported net income was $740K.
How have White Hart, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White Hart, Inc.'s sponsor-wide assets grew 21.0%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to White Hart, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sound Point Capital Management LP Cash Balance Plan in NY ($5M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to White Hart, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 770457035.

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.