401(k) · DOL Form 5500 · 2023

Parker Waichman LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
94
Participants Small participant base
61st
Percentile by assets National rank
$119,382
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Parker Waichman LLP · Sponsored by Parker Waichman LLP · New York · Professional & Technical Services

$11M in assets, 94 participants

Parker Waichman LLP's Parker Waichman LLP reported $11M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,197 in Professional & Technical Services (20,321 peers)

2023 asset change

Parker Waichman LLP pulled back noticeably 10.1% in 2023 ($12M → $11M) for 94 participants.

#12,197
in Professional & Technical Services (20,321 peers)
-10.1%
assets change YoY

Parker Waichman LLP's mid-pack asset rank among Professional & Technical Services and all filers

Parker Waichman LLP vs every filed plan by assets

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

$11,221,944 Top 39% higher than 61% 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

Parker Waichman LLP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Parker Waichman LLP is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Parker Waichman LLP reported net income rose from -$1M in the plan year 2022 filing to $868K in the plan year 2023 filing.
  • Parker Waichman LLP end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Parker Waichman LLP reported participants fell from 95 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133692929 · Parker Waichman LLP PY 2023 · 401(k)

Parker Waichman LLP · $11M · 94 · 61st

  • BOY $11M
  • SCH 94
  • EBSA 61st
  • PART 401(k)
  • TYPE near Penn Capital Management Co., Inc. 401(k) Plan
  • NET ind #12197

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 New York →

Parker Waichman LLP in the asset neighbourhood

Parker Waichman LLP$11MPenn Capital Management Co., Inc. 401(k) PlanPenn Capital Management Co.,…$11MLancaster County Motors, Inc. Savings PlanLancaster County Motors, Inc…$11MWalker Industries, Ltd. Employee Stock Ownership PlanWalker Industries, Ltd. Empl…$11MGravois Aluminum Boats, LLC 401(k) Profit Sharing PlanGravois Aluminum Boats, LLC …$11M
End-of-year total assets ($M) among Parker Waichman LLP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Parker Waichman LLP years around the 2023 move

Sponsor-wide plan assets over time

All Parker Waichman LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 4.13082713379399% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $12.5M $13M ▲ +4.2%
Year Plans Participants Total Assets
2022 1 95 $12M
2023 1 94 $11M
2024 1 63 $13M

2023 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income$868K
Employer EIN133692929
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Parker Waichman LLP vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Parker Waichman LLP, Total assets ($B): 0.011221944 · Participants: 94Parker Waichman LLPIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Parker Waichman LLP vs. nearby 401(k) plans in New York, assets vs. participants
Compare Parker Waichman LLP side-by-side with 3 peers →

Parker Waichman LLP's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Penn Capital Management Co., Inc. 401(k) Plan in PA ($11M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Parker Waichman LLP assets move in 2023? ▼
Parker Waichman LLP pulled back noticeably - down 10.1% during 2023, from $12M to $11M. Reported net income was $868K.
How have Parker Waichman LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Parker Waichman LLP's sponsor-wide assets grew 4.1%, from $12M to $13M.
Which 401(k) plans are similar in size to Parker Waichman LLP? ▼
Among 401(k) plans in other states, the closest by assets is Penn Capital Management Co., Inc. 401(k) Plan in PA ($11M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Parker Waichman LLP? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 133692929.

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.