401(k) · DOL Form 5500 · 2023
Whitman, Requardt & Associates, LLP 401(k) Plan
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 796
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $180,537
- Avg per participant Above avg balance/head
Official DOL plan name: Whitman, Requardt & Associates, LLP 401(k) Plan · Sponsored by Whitman, Requardt & Associates, LLP · Maryland · Professional & Technical Services
$144M in assets, 796 participants
Whitman, Requardt & Associates, LLP's Whitman, Requardt & Associates, LLP 401(k) Plan reported $144M in total assets and 796 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,213 in Professional & Technical Services (20,321 peers)
Where Whitman, Requardt & Associates, LLP 401(k) Plan sits by assets
Whitman, Requardt & Associates, LLP 401(k) Plan sits in the top 10% of all filed plans by assets, $144M for 796 participants (~$180,537/participant), up 25.0% in 2023.
- #19,213
- in Professional & Technical Services (20,321 peers)
- +25.0%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Whitman, Requardt & Associates, LLP 401(k) Plan's outsized position by total assets
Whitman, Requardt & Associates, LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$143,707,230 Top 7% higher than 93% 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
Whitman, Requardt & Associates, LLP 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. Whitman, Requardt & Associates, LLP 401(k) Plan sits mid-pack in the medium band (796 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Whitman, Requardt & Associates, LLP 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Whitman, Requardt & Associates, LLP 401(k) Plan end-of-year assets rose from $115M in the plan year 2022 filing to $144M in the plan year 2023 filing.
- Whitman, Requardt & Associates, LLP 401(k) Plan reported participants rose from 757 in the plan year 2022 filing to 796 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 520541536 · Whitman, Requardt & Associates, LLP PY 2023 · 401(k)
Whitman, Requardt & Associates, LLP 401(k) Plan · $144M · 796 · 93rd
- PART $144M
- TYPE 796
- NET 93rd
- BOOK 401(k)
- VS-ST near Nova Chemicals Inc. Savings Plan for U.S. Employees
- BOY ind #19213
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 →
Whitman, Requardt & Associates, LLP 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | $29M |
| Employer EIN | 520541536 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whitman, Requardt & Associates, LLP)
Sponsor-wide plan assets over time
All Whitman, Requardt & Associates, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $174M 45.71295716403736% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 778 | $120M |
| 2023 | 2 | 815 | $147M |
| 2024 | 2 | 869 | $174M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Whitman, Requardt & Associates, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Nova Chemicals Inc. Savings Plan for U.S. Employees in PA ($144M); by covered participants it is Ufp Technologies, Inc. 401(k) Plan in MA (796 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
- Nova Chemicals Inc. Savings Plan for U.S. Employees (PA) $144M · 279
- Phoenix Contact Employee Investment Plan (PA) $144M · 951
- Martin's Point 401(k) Plan (ME) $144M · 1,023
- Bancplus Corporation Employee Stock Ownership Plan W/401(k) Provisions (MS) $144M · 1,108
Similar participant headcount
Nearest other-state filings by covered participants (796 participants); asset peers above are excluded.
- Ufp Technologies, Inc. 401(k) Plan (MA) 796 · 0 off
- Van Meter Inc. 401(k) Plan (IA) 796 · 0 off
- Ariat International 401(k) Plan (CA) 796 · 0 off
- Absolut Retirement Savings Plan (NY) 796 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.