401(k) · DOL Form 5500 · 2023
The Witham Family, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 299
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $14,150
- Avg per participant Low balance/head
Official DOL plan name: The Witham Family, LLC 401(k) Plan · Sponsored by The Witham Family, LLC · Maine · Food Services & Accommodation
$4M in assets, 299 participants
The Witham Family, LLC's The Witham Family, LLC 401(k) Plan reported $4M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #2,922 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, The Witham Family, LLC 401(k) Plan ranks #2,922 of 3,828 2023 filers by assets (462% of the sector average)-$4M for 299 participants.
- #2,922
- in Food Services & Accommodation (3,828 peers)
- +26.4%
- assets growth YoY
The Witham Family, LLC 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers
The Witham Family, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,230,763 41st percentile higher than 41% 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
The Witham Family, LLC 401(k) 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 Witham Family, LLC 401(k) Plan sits mid-pack in the medium band (299 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Witham Family, LLC 401(k) Plan reported net income rose from -$138K in the plan year 2022 filing to $883K in the plan year 2023 filing.
- The Witham Family, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Witham Family, LLC 401(k) Plan reported participants rose from 295 in the plan year 2022 filing to 299 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 833254849 · The Witham Family, LLC PY 2023 · 401(k)
The Witham Family, LLC 401(k) Plan · $4M · 299 · 41st
- SCH $4M
- SCH 299
- SCH 41st
- SCH 401(k)
- SCH near Safety Rail Company Retirement Savings Plan
- SCH ind #2922
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 Food Services & Accommodation retirement plans → · Plans in Maine →
The Witham Family, LLC 401(k) Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $883K |
| Employer EIN | 833254849 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Witham Family, LLC)
Sponsor-wide plan assets over time
All The Witham Family, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 49.519467438370434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 509 | $3M |
| 2023 | 1 | 299 | $4M |
| 2024 | 1 | 348 | $5M |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $4.9B · 30,094
- Unum Group 401(k) Retirement Plan $2.2B · 9,604
- Idexx Retirement and Incentive Savings Plan $1.0B · 6,594
- Hannaford Bros. Co. 401(k) Plan $986M · 29,370
- L.L. Bean 401(k) Retirement Savings Plan $721M · 7,173
The Witham Family, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Safety Rail Company Retirement Savings Plan in MN ($4M); by covered participants it is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.
- Sunrise Community Health 401(k) Safe Harbor Plan (CO) 299 · 0 off
- Well Health 401(k) Plan (CA) 299 · 0 off
- Lighthouse Hr Services,LLC 401(k) Plan (FL) 299 · 0 off
- Marion and Polk Schools Credit Union 401(k) Plan (OR) 299 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.