401(k) · DOL Form 5500 · 2023

Whitestone Reit 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
76
Participants Small participant base
55th
Percentile by assets National rank
$109,135
Avg per participant Below avg balance/head
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Official DOL plan name: Whitestone Reit Retirement Savings Plan · Sponsored by Whitestone Reit · Texas · Real Estate

$8M in assets, 76 participants

Whitestone Reit's Whitestone Reit Retirement Savings Plan reported $8M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,447 in Real Estate (4,727 peers)

Whitestone Reit multi-year trail

Whitestone Reit's plans moved +34.7% in assets from 2022 to 2024; this filing shows Whitestone Reit Retirement Savings Plan at $8M / 76 participants.

#3,447
in Real Estate (4,727 peers)
+18.2%
assets growth YoY

Whitestone Reit Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Whitestone Reit Retirement Savings Plan vs every filed plan by assets

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

$8,294,225 Top 45% higher than 55% 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

Whitestone Reit Retirement Savings 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. Whitestone Reit Retirement Savings Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitestone Reit Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Whitestone Reit Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Whitestone Reit Retirement Savings Plan reported participants rose from 75 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 760594970 · Whitestone Reit PY 2023 · 401(k)

Whitestone Reit Retirement Savings Plan · $8M · 76 · 55th

  • 5500 $8M
  • 5500 76
  • 5500 55th
  • 5500 401(k)
  • 5500 near Pasadena Center Operating Company 401(k) Plan
  • 5500 ind #3447

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 Real Estate retirement plans → · Plans in Texas →

Whitestone Reit Retirement Savings Plan in the asset neighbourhood

Whitestone Reit Retirement Savings PlanWhitestone Reit Retirement S…$8MPasadena Center Operating Company 401(k) PlanPasadena Center Operating Co…$8MRomo, Inc. 401(k) Plan$8MMorningstar Senior Living 401(k) PlanMorningstar Senior Living 40…$8MIds International 401(k) Plan$8M
End-of-year total assets ($M) among Whitestone Reit Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Whitestone Reit multi-year asset trail

Sponsor-wide plan assets over time

All Whitestone Reit plans reported in each filing year

Latest sponsor-wide plan assets
$9M 34.67441432153899% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.02M $9.45M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 75 $7M
2023 1 76 $8M
2024 1 80 $9M

Whitestone Reit filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN760594970
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Whitestone Reit Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Whitestone Reit Retirement Savings Plan, Total assets ($B): 0.008294225 · Participants: 76Whitestone Reit Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Whitestone Reit Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Whitestone Reit Retirement Savings Plan side-by-side with 3 peers →

Whitestone Reit Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pasadena Center Operating Company 401(k) Plan in CA ($8M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Whitestone Reit Retirement Savings Plan assets move in 2023? ▼
Whitestone Reit Retirement Savings Plan grew sharply - up 18.2% during 2023, from $7M to $8M. Reported net income was $1M.
How have Whitestone Reit plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitestone Reit's sponsor-wide assets grew 34.7%, from $7M to $9M.
Which 401(k) plans are similar in size to Whitestone Reit Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pasadena Center Operating Company 401(k) Plan in CA ($8M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Whitestone Reit Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M 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 760594970.

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.