Money Purchase · DOL Form 5500 · 2023
Whiteford, Taylor & Preston, L.L.P. Money Purchase Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 280
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $425,490
- Avg per participant High balance/head
Official DOL plan name: Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust · Sponsored by Whiteford, Taylor & Preston, L.L.P. · Maryland · Professional & Technical Services
$119M in assets, 280 participants
Whiteford, Taylor & Preston, L.L.P.'s Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust reported $119M in total assets and 280 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.
- #19,008 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust covers 280 participants in Maryland, about 30% of the average Maryland filer (state average ~929 per filing). Assets: $119M.
- #19,008
- in Professional & Technical Services (20,321 peers)
- +18.1%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust's outsized position by total assets
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$119,137,244 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust 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. Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust sits mid-pack in the medium band (280 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust reported net income rose from -$18M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust end-of-year assets rose from $101M in the plan year 2022 filing to $119M in the plan year 2023 filing.
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust reported participants rose from 268 in the plan year 2022 filing to 280 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 520619214 · Whiteford, Taylor & Preston, L.L.P. PY 2023 · Money Purchase
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust · $119M · 280 · 92nd
- 5500 $119M
- ASSETS 280
- PCT 92nd
- EIN Money Purchase
- RANK near Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust
- PHOTO ind #19008
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 Maryland →
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | $18M |
| Employer EIN | 520619214 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whiteford, Taylor & Preston, L.L.P.)
Sponsor-wide plan assets over time
All Whiteford, Taylor & Preston, L.L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 25.977239897217263% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 539 | $190M |
| 2023 | 2 | 568 | $225M |
| 2024 | 2 | 592 | $239M |
Nearby Money Purchase Plans in Maryland
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $15.8B · 84,425
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $2.7B · 7,852
- Meba Pension Trust-Money Purchase Benefit Plan $270M · 2,948
- Seafarers Money Purchase Pension Plan $155M · 7,644
- Defined Contribution Plan for the Employees of the American Institute of Physics $131M · 230
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust in IL ($119M); by covered participants it is Community Action Committee of Pike County Retirement Plan in OH (277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
- Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust (IL) $119M · 517
- Michigan Laborers' Annuity Fund (MI) $119M · 21,709
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan (AZ) $120M · 3,942
- Bloodworks Northwest Retirement Plan (WA) $118M · 694
Similar participant headcount
Nearest other-state filings by covered participants (280 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.