401(k) · DOL Form 5500 · 2023

Whitman, Requardt & Associates, LLP 401(k) Plan

Data updated 2026-08-11

$144M
Total assets: 796
Participants: 93rd
Percentile by assets: $180,537
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$144M
total plan assets (2023 EOY): 796
covered participants: 93rd
percentile by assets (of 127,072 plans): $180,537
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Maryland

Industry

Professional & Technical Services

Whitman, Requardt & Associates, LLP 401(k) Plan vs the 2023 asset distribution

By assets, Whitman, Requardt & Associates, LLP 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Whitman, Requardt & Associates, LLP plans on file

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.

Whitman, Requardt & Associates, LLP 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

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

Compare Whitman, Requardt & Associates, LLP 401(… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Whitman, Requardt & Associates, LLP 401(k) Plan by total assets, not by location.

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

Frequently Asked Questions

How did Whitman, Requardt & Associates, LLP 401(k) Plan assets move in 2023? ▼

Whitman, Requardt & Associates, LLP 401(k) Plan grew sharply - up 25.0% during 2023, from $115M to $144M. Reported net income was $29M.

How have Whitman, Requardt & Associates, LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Whitman, Requardt & Associates, LLP's sponsor-wide assets grew 45.7%, from $120M to $174M.

Where does Whitman, Requardt & Associates, LLP 401(k) Plan rank by assets among Form 5500 filers? ▼

Whitman, Requardt & Associates, LLP 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Whitman, Requardt & Associates, LLP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Nova Chemicals Inc. Savings Plan for U.S. Employees in PA ($144M, 279 participants).

Next read for Whitman, Requardt & Associates, LLP 401(…

Scale reading

Ways to act on Whitman, Requardt & Associates, LLP 401(k) Plan's numbers.

By total assets, Whitman, Requardt & Associates, LLP 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
Whitman, Requardt & Associates, LLP's sponsor-wide assets have grown 45.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 520541536.