Profit Sharing · DOL Form 5500 · 2023

White Ventures Inc. Profit Sharing Plan

Data updated 2026-08-25

$251K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$250,589
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: White Ventures Inc. Retirement Plan · Sponsored by White Ventures Inc. · Texas · Real Estate

$251K in assets, 1 participants

White Ventures Inc.'s White Ventures Inc. Retirement Plan reported $251K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #906 in Real Estate (4,727 peers)

White Ventures Inc. multi-year trail

White Ventures Inc.'s plans moved -41.5% in assets from 2022 to 2024; this filing shows White Ventures Inc. Retirement Plan at $251K / 1 participant.

#906
in Real Estate (4,727 peers)
+4.2%
assets growth YoY

White Ventures Inc. Retirement Plan among the smaller filed plans by assets

White Ventures Inc. Retirement Plan vs every filed plan by assets

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

$250,589 12th percentile higher than 12% 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

White Ventures Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. White Ventures Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • White Ventures Inc. Retirement Plan reported net income fell from $241K in the plan year 2022 filing to $10K in the plan year 2023 filing.
  • White Ventures Inc. Retirement Plan end-of-year assets rose from $241K in the plan year 2022 filing to $251K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 384240464 · White Ventures Inc. PY 2023 · Profit Sharing

White Ventures Inc. Retirement Plan · $251K · 1 · 12th

  • BOOK $251K
  • BOOK 1
  • BOOK 12th
  • BOOK Profit Sharing
  • BOOK near Bontrager Wellness Group Inc. Retirement Plan
  • BOOK ind #906

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 Real Estate retirement plans → · Plans in Texas →

White Ventures Inc. Retirement Plan in the asset neighbourhood

White Ventures Inc. Retirement PlanWhite Ventures Inc. Retireme…$251KBontrager Wellness Group Inc. Retirement PlanBontrager Wellness Group Inc…$250KSanaa, Inc. Retirement Plan$250KSignit Online Inc. Retirement PlanSignit Online Inc. Retiremen…$250KPedro a. Lopez Rivera Profit Sharing Retiremet PlanPedro a. Lopez Rivera Profit…$251K
End-of-year total assets ($M) among White Ventures Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

White Ventures Inc. multi-year asset trail

Sponsor-wide plan assets over time

All White Ventures Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$141K 41.546046341483695% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.24M $0.14M ▼ -41.7%
Year Plans Participants Total Assets
2022 1 1 $241K
2023 1 1 $251K
2024 1 1 $141K

White Ventures Inc. filing trail (2023)

Total Assets (Beginning of Year)$241K
Net Assets (End of Year)$251K
Net Income$10K
Employer EIN384240464
Plan Effective Date2022-10-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

White Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants White Ventures Inc. Retirement Plan, Total assets ($B): 0.000250589 · Participants: 1White Ventures Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
White Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

White Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Bontrager Wellness Group Inc. Retirement Plan in FL ($250K); by covered participants it is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($251K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 White Ventures Inc. Retirement Plan assets move in 2023?
White Ventures Inc. Retirement Plan edged up modestly - up 4.2% during 2023, from $241K to $251K. Reported net income was $10K.
How have White Ventures Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), White Ventures Inc.'s sponsor-wide assets declined 41.5%, from $241K to $141K.
Where does White Ventures Inc. Retirement Plan rank by assets among Form 5500 filers?
White Ventures Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to White Ventures Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Bontrager Wellness Group Inc. Retirement Plan in FL ($250K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to White Ventures Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant, N/A in assets).