401(k) · DOL Form 5500 · 2023

Haskell & White, LLP 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
86
Participants Small participant base
71st
Percentile by assets National rank
$208,688
Avg per participant Above avg balance/head
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Official DOL plan name: Haskell & White 401(k) Tax-Sheltered Savings Plan · Sponsored by Haskell & White, LLP · California · Professional & Technical Services

$18M in assets, 86 participants

Haskell & White, LLP's Haskell & White 401(k) Tax-Sheltered Savings Plan reported $18M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,258 in Professional & Technical Services (20,321 peers)

Haskell & White, LLP multi-year trail

Haskell & White, LLP's plans moved +47.9% in assets from 2022 to 2024; this filing shows Haskell & White 401(k) Tax-Sheltered Savings Plan at $18M / 86 participants.

#14,258
in Professional & Technical Services (20,321 peers)
+22.7%
assets growth YoY

Haskell & White 401(k) Tax-Sheltered Savings Plan's outsized position by total assets

Haskell & White 401(k) Tax-Sheltered Savings Plan vs every filed plan by assets

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

$17,947,194 Top 29% higher than 71% 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

Haskell & White 401(k) Tax-Sheltered Savings 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. Haskell & White 401(k) Tax-Sheltered Savings Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haskell & White 401(k) Tax-Sheltered Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Haskell & White 401(k) Tax-Sheltered Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Haskell & White 401(k) Tax-Sheltered Savings Plan reported participants rose from 74 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330310569 · Haskell & White, LLP PY 2023 · 401(k)

Haskell & White 401(k) Tax-Sheltered Savings Plan · $18M · 86 · 71st

  • SCH $18M
  • EBSA 86
  • PART 71st
  • TYPE 401(k)
  • NET near Nychsro/Medreview, Inc 401(k) Plan
  • BOOK ind #14258

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 →

Haskell & White 401(k) Tax-Sheltered Savings Plan in the asset neighbourhood

Haskell & White 401(k) Tax-Sheltered Savings PlanHaskell & White 401(k) Tax-S…$18MNychsro/Medreview, Inc 401(k) PlanNychsro/Medreview, Inc 401(k…$18MFreund-Vector Corporation Savings & Retirement PlanFreund-Vector Corporation Sa…$18MAtlantic Medical Management, LLC 401(k) Profit Sharing PlanAtlantic Medical Management,…$18MRiverbay Corporation 401(k) PlanRiverbay Corporation 401(k) …$18M
End-of-year total assets ($M) among Haskell & White 401(k) Tax-Sheltered Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Haskell & White, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Haskell & White, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$22M 47.89933401462487% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.6M $21.6M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 74 $15M
2023 1 86 $18M
2024 1 90 $22M

Haskell & White, LLP filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN330310569
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Haskell & White 401(k) Tax-Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Haskell & White 401(k) Tax-Sheltered Savings Plan, Total assets ($B): 0.017947194 · Participants: 86Haskell & White 401(k) Tax-Sheltered Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Haskell & White 401(k) Tax-Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Haskell & White 401(k) Tax-Sheltered Savings Plan side-by-side with 3 peers →

Haskell & White 401(k) Tax-Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nychsro/Medreview, Inc 401(k) Plan in NY ($18M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Haskell & White 401(k) Tax-Sheltered Savings Plan assets move in 2023? ▼
Haskell & White 401(k) Tax-Sheltered Savings Plan grew sharply - up 22.7% during 2023, from $15M to $18M. Reported net income was $3M.
How have Haskell & White, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haskell & White, LLP's sponsor-wide assets grew 47.9%, from $15M to $22M.
Which 401(k) plans are similar in size to Haskell & White 401(k) Tax-Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nychsro/Medreview, Inc 401(k) Plan in NY ($18M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Haskell & White 401(k) Tax-Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 330310569.

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.