401(k) · DOL Form 5500 · 2023

The White Family Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
725
Participants Near avg headcount
85th
Percentile by assets National rank
$62,981
Avg per participant Low balance/head
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Official DOL plan name: The White Family Companies, Inc. Retirement Savings Plan · Sponsored by The White Family Companies, Inc. · Ohio · Retail Trade

$46M in assets, 725 participants

The White Family Companies, Inc.'s The White Family Companies, Inc. Retirement Savings Plan reported $46M in total assets and 725 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,680 in Retail Trade (8,414 peers)

Where The White Family Companies, Inc. Retirement Savings Plan sits by assets

The White Family Companies, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $46M for 725 participants (~$62,981/participant), up 17.1% in 2023.

#7,680
in Retail Trade (8,414 peers)
+17.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The White Family Companies, Inc. Retirement Savings Plan's outsized position by total assets

The White Family Companies, Inc. Retirement Savings Plan vs every filed plan by assets

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

$45,661,404 Top 15% higher than 85% 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

The White Family Companies, Inc. Retirement Savings 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. The White Family Companies, Inc. Retirement Savings Plan sits mid-pack in the medium band (725 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The White Family Companies, Inc. Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The White Family Companies, Inc. Retirement Savings Plan end-of-year assets rose from $39M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • The White Family Companies, Inc. Retirement Savings Plan reported participants fell from 762 in the plan year 2022 filing to 725 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 314446316 · The White Family Companies, Inc. PY 2023 · 401(k)

The White Family Companies, Inc. Retirement Savings Plan · $46M · 725 · 85th

  • PHOTO $46M
  • PHOTO 725
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Syufy Enterprises Retirement Plan
  • PHOTO ind #7680

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 Retail Trade retirement plans → · Plans in Ohio →

The White Family Companies, Inc. Retirement Savings Plan in the asset neighbourhood

Mufg Fund Services (USA) LLC 401(k) PlanMufg Fund Services (USA) LLC…$46MUnitus Community Credit Union 401(k) PlanUnitus Community Credit Unio…$46MThe White Family Companies, Inc. Retirement Savings PlanThe White Family Companies, …$46MSyufy Enterprises Retirement PlanSyufy Enterprises Retirement…$46MSands Anderson PC Profit Sharing PlanSands Anderson PC Profit Sha…$46M
End-of-year total assets ($M) among The White Family Companies, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$46M
Net Income$7M
Employer EIN314446316
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The White Family Companies, Inc.)

Sponsor-wide plan assets over time

All The White Family Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 36.071170053589626% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39M $53.1M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 762 $39M
2023 1 725 $46M
2024 1 769 $53M

Nearby 401(k) Plans in Ohio

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

The White Family Companies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The White Family Companies, Inc. Retirement Savings Plan, Total assets ($B): 0.045661404 · Participants: 725The White Family Companies, Inc. Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The White Family Companies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The White Family Companies, Inc. Retirement Savings Plan side-by-side with 3 peers →

The White Family Companies, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Syufy Enterprises Retirement Plan in CA ($46M); by covered participants it is Psi 401(k) Plan in IL (725 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (725 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 The White Family Companies, Inc. Retirement Savings Plan assets move in 2023? ▼
The White Family Companies, Inc. Retirement Savings Plan grew sharply - up 17.1% during 2023, from $39M to $46M. Reported net income was $7M.
How have The White Family Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The White Family Companies, Inc.'s sponsor-wide assets grew 36.1%, from $39M to $53M.
Where does The White Family Companies, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The White Family Companies, Inc. Retirement Savings Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The White Family Companies, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Syufy Enterprises Retirement Plan in CA ($46M, 1,013 participants).
Which 401(k) plans cover a similar participant headcount to The White Family Companies, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Psi 401(k) Plan in IL (725 participants, $33M 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 314446316.

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.