Defined Benefit (Pension) · DOL Form 5500 · 2023
Whitman, Requardt and Associates Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $176,932
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for Employees of Whitman, Requardt and Associates · Sponsored by Whitman, Requardt and Associates · Maryland · Professional & Technical Services
$3M in assets, 19 participants
Whitman, Requardt and Associates's Retirement Plan for Employees of Whitman, Requardt and Associates reported $3M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #6,993 in Professional & Technical Services (20,321 peers)
Whitman, Requardt and Associates multi-year trail
Whitman, Requardt and Associates's plans moved +45.7% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Whitman, Requardt and Associates at $3M / 19 participants.
- #6,993
- in Professional & Technical Services (20,321 peers)
- -28.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Whitman, Requardt and Associates's mid-pack asset rank among Professional & Technical Services and all filers
Retirement Plan for Employees of Whitman, Requardt and Associates vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,361,699 37th percentile higher than 37% 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
Retirement Plan for Employees of Whitman, Requardt and Associates among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Whitman, Requardt and Associates is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Whitman, Requardt and Associates end-of-year assets fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Retirement Plan for Employees of Whitman, Requardt and Associates reported participants fell from 21 in the plan year 2022 filing to 19 in the plan year 2023 filing.
- Retirement Plan for Employees of Whitman, Requardt and Associates reported net income fell from -$1M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 520541536 · Whitman, Requardt and Associates PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of Whitman, Requardt and Associates · $3M · 19 · 37th
- NET $3M
- NET 19
- NET 37th
- NET Defined Benefit (Pension)
- NET near Emd Serono, Inc. Employees Retirement Plan
- NET ind #6993
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 →
Retirement Plan for Employees of Whitman, Requardt and Associates in the asset neighbourhood
Whitman, Requardt and Associates multi-year asset trail
Sponsor-wide plan assets over time
All Whitman, Requardt and Associates 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 |
Whitman, Requardt and Associates filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 520541536 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $18.9B · 323,315
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.4B · 19,673
- Major League Baseball Players Pension Plan $4.6B · 1,087
- National Automatic Sprinkler Industry Pension Fund $4.5B · 15,047
- International Painters and Allied Trades Industry Pension Plan $4.2B · 44,973
Retirement Plan for Employees of Whitman, Requardt and Associates's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Emd Serono, Inc. Employees Retirement Plan in MA ($3M); by covered participants it is Aapex Community Pharmacy Defined Benefit Plan in TX (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 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.