401(k) · DOL Form 5500 · 2023

Staggers, Heare & Whiteman, P.a. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
33
Participants Small participant base
47th
Percentile by assets National rank
$177,847
Avg per participant Above avg balance/head
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Official DOL plan name: Staggers, Heare & Whiteman, P.a. 401(k) Plan · Sponsored by Staggers, Heare & Whiteman, P.a. · Maryland · Healthcare & Social Assistance

$6M in assets, 33 participants

Staggers, Heare & Whiteman, P.a.'s Staggers, Heare & Whiteman, P.a. 401(k) Plan reported $6M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,219 in Healthcare & Social Assistance (17,684 peers)

Staggers, Heare & Whiteman, P.a. multi-year trail

Staggers, Heare & Whiteman, P.a.'s plans moved +45.5% in assets from 2022 to 2024; this filing shows Staggers, Heare & Whiteman, P.a. 401(k) Plan at $6M / 33 participants.

#9,219
in Healthcare & Social Assistance (17,684 peers)
+23.1%
assets growth YoY

Staggers, Heare & Whiteman, P.a. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Staggers, Heare & Whiteman, P.a. 401(k) Plan vs every filed plan by assets

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

$5,868,945 47th percentile higher than 47% 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

Staggers, Heare & Whiteman, P.a. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Staggers, Heare & Whiteman, P.a. 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Staggers, Heare & Whiteman, P.a. 401(k) Plan reported net income rose from -$875K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Staggers, Heare & Whiteman, P.a. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Staggers, Heare & Whiteman, P.a. 401(k) Plan reported participants rose from 30 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521572164 · Staggers, Heare & Whiteman, P.a. PY 2023 · 401(k)

Staggers, Heare & Whiteman, P.a. 401(k) Plan · $6M · 33 · 47th

  • EBSA $6M
  • PART 33
  • TYPE 47th
  • NET 401(k)
  • BOOK near Anju Software 401(k) Plan
  • VS-ST ind #9219

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Staggers, Heare & Whiteman, P.a. 401(k) Plan in the asset neighbourhood

Staggers, Heare & Whiteman, P.a. 401(k) PlanStaggers, Heare & Whiteman, …$6MAnju Software 401(k) Plan$6MEmployee Benefit Plan of Paso Del Norte Children's Development CenterEmployee Benefit Plan of Pas…$6MPoint Quest Inc. 401(k) Plan & TrustPoint Quest Inc. 401(k) Plan…$6MWebpower, Inc. 401(k) Plan$6M
End-of-year total assets ($M) among Staggers, Heare & Whiteman, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Staggers, Heare & Whiteman, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Staggers, Heare & Whiteman, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.474247479856466% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.77M $6.94M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 30 $5M
2023 1 33 $6M
2024 1 32 $7M

Staggers, Heare & Whiteman, P.a. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN521572164
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Staggers, Heare & Whiteman, P.a. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Staggers, Heare & Whiteman, P.a. 401(k) Plan, Total assets ($B): 0.005868945 · Participants: 33Staggers, Heare & Whiteman, P.a. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Staggers, Heare & Whiteman, P.a. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Staggers, Heare & Whiteman, P.a. 401(k) Plan side-by-side with 3 peers →

Staggers, Heare & Whiteman, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Anju Software 401(k) Plan in AZ ($6M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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.

Frequently Asked Questions

How did Staggers, Heare & Whiteman, P.a. 401(k) Plan assets move in 2023? ▼
Staggers, Heare & Whiteman, P.a. 401(k) Plan grew sharply - up 23.1% during 2023, from $5M to $6M. Reported net income was $1M.
How have Staggers, Heare & Whiteman, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Staggers, Heare & Whiteman, P.a.'s sponsor-wide assets grew 45.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Staggers, Heare & Whiteman, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anju Software 401(k) Plan in AZ ($6M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Staggers, Heare & Whiteman, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M in assets).

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 521572164.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.