401(k) · DOL Form 5500 · 2023

Whitley Penn, LLP 401(k) Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
689
Participants Below avg headcount
92nd
Percentile by assets National rank
$164,226
Avg per participant Above avg balance/head
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Official DOL plan name: Whitley Penn 401(k) Profit Sharing Plan · Sponsored by Whitley Penn, LLP · Texas · Professional & Technical Services

$113M in assets, 689 participants

Whitley Penn, LLP's Whitley Penn 401(k) Profit Sharing Plan reported $113M in total assets and 689 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,946 in Professional & Technical Services (20,321 peers)

Where Whitley Penn 401(k) Profit Sharing Plan sits by assets

Whitley Penn 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $113M for 689 participants (~$164,226/participant), up 13.9% in 2023.

#18,946
in Professional & Technical Services (20,321 peers)
+13.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Whitley Penn 401(k) Profit Sharing Plan's outsized position by total assets

Whitley Penn 401(k) Profit Sharing Plan vs every filed plan by assets

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

$113,151,801 Top 8% higher than 92% 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

Whitley Penn 401(k) Profit Sharing 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. Whitley Penn 401(k) Profit Sharing Plan sits mid-pack in the medium band (689 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitley Penn 401(k) Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Whitley Penn 401(k) Profit Sharing Plan end-of-year assets rose from $99M in the plan year 2022 filing to $113M in the plan year 2023 filing.
  • Whitley Penn 401(k) Profit Sharing Plan reported participants rose from 642 in the plan year 2022 filing to 689 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752393478 · Whitley Penn, LLP PY 2023 · 401(k)

Whitley Penn 401(k) Profit Sharing Plan · $113M · 689 · 92nd

  • PHOTO $113M
  • IND 689
  • EOY 92nd
  • 5500 401(k)
  • ASSETS near Miron Construction Co., Inc. 401(k) Profit Sharing Plan
  • PCT ind #18946

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 Texas →

Whitley Penn 401(k) Profit Sharing Plan in the asset neighbourhood

University of Louisville Physicians, Inc. Profit Sharing PlanUniversity of Louisville Phy…$113MWhitley Penn 401(k) Profit Sharing PlanWhitley Penn 401(k) Profit S…$113MMiron Construction Co., Inc. 401(k) Profit Sharing PlanMiron Construction Co., Inc.…$113MAm General Capital Accumulation and Employer Retirement Contribution PlanAm General Capital Accumulat…$113MReminger Co., L.P.a. Profit Sharing Plan and TrustReminger Co., L.P.a. Profit …$113M
End-of-year total assets ($M) among Whitley Penn 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$113M
Net Income$14M
Employer EIN752393478
Plan Effective Date1988-05-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitley Penn, LLP)

Sponsor-wide plan assets over time

All Whitley Penn, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$135M 35.750413200460464% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $99.3M $135M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 642 $99M
2023 1 689 $113M
2024 1 760 $135M

Nearby 401(k) Plans in Texas

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

Whitley Penn 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Whitley Penn 401(k) Profit Sharing Plan, Total assets ($B): 0.113151801 · Participants: 689Whitley Penn 401(k) Profit Sharing 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
Whitley Penn 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Whitley Penn 401(k) Profit Sharing Plan side-by-side with 3 peers →

Whitley Penn 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Miron Construction Co., Inc. 401(k) Profit Sharing Plan in WI ($113M); by covered participants it is Commodore Homes, LLC 401(k) Retirement Plan and Trust in IN (689 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (689 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 Whitley Penn 401(k) Profit Sharing Plan assets move in 2023? ▼
Whitley Penn 401(k) Profit Sharing Plan grew at a solid clip - up 13.9% during 2023, from $99M to $113M. Reported net income was $14M.
How have Whitley Penn, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitley Penn, LLP's sponsor-wide assets grew 35.8%, from $99M to $135M.
Where does Whitley Penn 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Whitley Penn 401(k) Profit Sharing Plan ranks in the 92nd 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 Whitley Penn 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miron Construction Co., Inc. 401(k) Profit Sharing Plan in WI ($113M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Whitley Penn 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commodore Homes, LLC 401(k) Retirement Plan and Trust in IN (689 participants, $21M 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 752393478.

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.