401(k) · DOL Form 5500 · 2023

Worth Higgins & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
172
Participants Small participant base
66th
Percentile by assets National rank
$83,454
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wha Plan for Living 401(k) and Trust · Sponsored by Worth Higgins & Associates, Inc. · Virginia · Manufacturing

$14M in assets, 172 participants

Worth Higgins & Associates, Inc.'s Wha Plan for Living 401(k) and Trust reported $14M in total assets and 172 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.

  • #10,209 in Manufacturing (18,722 peers)

Coverage in Virginia

Wha Plan for Living 401(k) and Trust covers 172 participants in Virginia, about 22% of the average Virginia filer (state average ~782 per filing). Assets: $14M.

#10,209
in Manufacturing (18,722 peers)
+21.3%
assets growth YoY

Wha Plan for Living 401(k) and Trust's mid-pack asset rank among Manufacturing and all filers

Wha Plan for Living 401(k) and Trust vs every filed plan by assets

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

$14,354,081 Top 34% higher than 66% 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

Wha Plan for Living 401(k) and Trust 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. Wha Plan for Living 401(k) and Trust sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wha Plan for Living 401(k) and Trust reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wha Plan for Living 401(k) and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Wha Plan for Living 401(k) and Trust reported participants fell from 182 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 540880197 · Worth Higgins & Associates, Inc. PY 2023 · 401(k)

Wha Plan for Living 401(k) and Trust · $14M · 172 · 66th

  • ASSETS $14M
  • PCT 172
  • EIN 66th
  • RANK 401(k)
  • PHOTO near Vertical Communications, Inc. 401(k) Profit Sharing Plan
  • IND ind #10209

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 Manufacturing retirement plans → · Plans in Virginia →

Wha Plan for Living 401(k) and Trust in the asset neighbourhood

Wha Plan for Living 401(k) and TrustWha Plan for Living 401(k) a…$14MVertical Communications, Inc. 401(k) Profit Sharing PlanVertical Communications, Inc…$14MVertical Communications, Inc. 401(k) Profit Sharing PlanVertical Communications, Inc…$14MAlatus Aerosystems 401(k) PlanAlatus Aerosystems 401(k) Pl…$14MSemco LLC 401(k) Plan$14M
End-of-year total assets ($M) among Wha Plan for Living 401(k) and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN540880197
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worth Higgins & Associates, Inc.)

Sponsor-wide plan assets over time

All Worth Higgins & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 23.241439582201316% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17M $21M ▲ +23.2%
Year Plans Participants Total Assets
2022 2 328 $17M
2023 2 325 $20M
2024 2 325 $21M

Nearby 401(k) Plans in Virginia

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

Wha Plan for Living 401(k) and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Wha Plan for Living 401(k) and Trust, Total assets ($B): 0.014354081 · Participants: 172Wha Plan for Living 401(k) and TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Wha Plan for Living 401(k) and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Wha Plan for Living 401(k) and Trust side-by-side with 3 peers →

Wha Plan for Living 401(k) and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Vertical Communications, Inc. 401(k) Profit Sharing Plan in GA ($14M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Wha Plan for Living 401(k) and Trust assets move in 2023? ▼
Wha Plan for Living 401(k) and Trust grew sharply - up 21.3% during 2023, from $12M to $14M. Reported net income was $3M.
How have Worth Higgins & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worth Higgins & Associates, Inc.'s sponsor-wide assets grew 23.2%, from $17M to $21M.
Which 401(k) plans are similar in size to Wha Plan for Living 401(k) and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vertical Communications, Inc. 401(k) Profit Sharing Plan in GA ($14M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Wha Plan for Living 401(k) and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 participants, N/A 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 540880197.

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.