401(k) · DOL Form 5500 · 2023

Whitley Penn, LLP 401(k) Plan

Data updated 2026-08-11

$113M
Total assets
689
Participants
92nd
Percentile by assets
$164,226
Avg per participant
PlainRetire home → About this data

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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$113M
total plan assets (2023 EOY)
689
covered participants
92nd
percentile by assets (of 127,072 plans)
$164,226
avg assets per participant

Where Whitley Penn 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
Texas
Industry
Professional & Technical Services

Whitley Penn 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Whitley Penn 401(k) Profit Sharing Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

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)

$80M$100M$120M$140M 202220232024 $99.3M $135M ▲ +35.8%
Total plan assets by year, all Whitley Penn, LLP plans on file
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 ($B) Participants Whitley Penn 401(k) …, Total assets ($B): 0.113151801 · Participants: 689Whitley Penn 401(k) …AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell 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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Whitley Penn 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Whitley Penn 401(k) Profit Sharing Plan

Scale reading

Ways to act on Whitley Penn 401(k) Profit Sharing Plan's numbers.

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.