401(k) · DOL Form 5500 · 2023
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $185,561
- Avg per participant Above avg balance/head
Official DOL plan name: White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan · Sponsored by White, Zuckerman, Warsavsky, Luna & Hunt, LLP · California · Professional & Technical Services
$14M in assets, 75 participants
White, Zuckerman, Warsavsky, Luna & Hunt, LLP's White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan reported $14M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #13,196 in Professional & Technical Services (20,321 peers)
White, Zuckerman, Warsavsky, Luna & Hunt, LLP multi-year trail
White, Zuckerman, Warsavsky, Luna & Hunt, LLP's plans moved +32.1% in assets from 2022 to 2024; this filing shows White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan at $14M / 75 participants.
- #13,196
- in Professional & Technical Services (20,321 peers)
- +11.7%
- assets growth YoY
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,917,066 Top 34% higher than 66% 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
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing 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. White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan reported participants rose from 69 in the plan year 2022 filing to 75 in the plan year 2023 filing.
DOL schedule card
Filing strip 954115549 · White, Zuckerman, Warsavsky, Luna & Hunt, LLP PY 2023 · 401(k)
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan · $14M · 75 · 66th
- IND $14M
- EOY 75
- 5500 66th
- ASSETS 401(k)
- PCT near Medtrials, Inc. 401(k) Profit Sharing Plan
- EIN ind #13196
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 California →
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan in the asset neighbourhood
White, Zuckerman, Warsavsky, Luna & Hunt, LLP multi-year asset trail
Sponsor-wide plan assets over time
All White, Zuckerman, Warsavsky, Luna & Hunt, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 32.117117663196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $12M |
| 2023 | 1 | 75 | $14M |
| 2024 | 1 | 75 | $16M |
White, Zuckerman, Warsavsky, Luna & Hunt, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 954115549 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Medtrials, Inc. 401(k) Profit Sharing Plan in TX ($14M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Medtrials, Inc. 401(k) Profit Sharing Plan (TX) $14M · 66
- Ehca 401(k) Retirement Plan (PA) $14M · 491
- Ad Astra Information Systems, L.L.C. 401(k) Plan (KS) $14M · 112
- Aaa Minneapolis 401(k) Savings Plan (MN) $14M · 174
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Airbiquity 401(k) Plan (WA) 75 · 0 off
- Oklahoma Otolaryngology Associates Profit Sharing Plan (OK) 75 · 0 off
- Fry-Wagner Company Employees' Savings Plan (KS) 75 · 0 off
- Cts Excavations, LLC Safe Harbor 401(k) Plan (AL) 75 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.