401(k) · DOL Form 5500 · 2023

Whitestone Home Furnishings, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
240
Participants Below avg headcount
51st
Percentile by assets National rank
$29,274
Avg per participant Low balance/head
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Official DOL plan name: Saatva Retirement Plan and Trust · Sponsored by Whitestone Home Furnishings, LLC · New York · Retail Trade

$7M in assets, 240 participants

Whitestone Home Furnishings, LLC's Saatva Retirement Plan and Trust reported $7M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,158 in Retail Trade (8,414 peers)

Coverage in New York

Saatva Retirement Plan and Trust covers 240 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $7M.

#5,158
in Retail Trade (8,414 peers)
+65.9%
assets growth YoY

Saatva Retirement Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Saatva Retirement Plan and Trust vs every filed plan by assets

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

$7,025,669 Top 49% higher than 51% 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

Saatva Retirement Plan 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. Saatva Retirement Plan and Trust sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saatva Retirement Plan and Trust reported net income rose from $889K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Saatva Retirement Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Saatva Retirement Plan and Trust reported participants fell from 277 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 320526953 · Whitestone Home Furnishings, LLC PY 2023 · 401(k)

Saatva Retirement Plan and Trust · $7M · 240 · 51st

  • EBSA $7M
  • PART 240
  • TYPE 51st
  • NET 401(k)
  • BOOK near Afg Group, Inc. 401(k) Plan
  • VS-ST ind #5158

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 Retail Trade retirement plans → · Plans in New York →

Saatva Retirement Plan and Trust in the asset neighbourhood

Saatva Retirement Plan and TrustSaatva Retirement Plan and T…$7MAfg Group, Inc. 401(k) Plan$7MTalley, LLP Retirement Savings PlanTalley, LLP Retirement Savin…$7MThe Providence School 401(k) Retirement PlanThe Providence School 401(k)…$7MApt Manufacturing Solutions 401(k) PlanApt Manufacturing Solutions …$7M
End-of-year total assets ($M) among Saatva Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN320526953
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitestone Home Furnishings, LLC)

Sponsor-wide plan assets over time

All Whitestone Home Furnishings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 143.99193251342535% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $4.24M $10.3M ▲ +143.6%
Year Plans Participants Total Assets
2022 1 277 $4M
2023 1 240 $7M
2024 1 289 $10M

Nearby 401(k) Plans in New York

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

Saatva Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Saatva Retirement Plan and Trust, Total assets ($B): 0.007025669 · Participants: 240Saatva Retirement Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Saatva Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Saatva Retirement Plan and Trust side-by-side with 3 peers →

Saatva Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Afg Group, Inc. 401(k) Plan in VA ($7M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Saatva Retirement Plan and Trust assets move in 2023? ▼
Saatva Retirement Plan and Trust surged - up 65.9% during 2023, from $4M to $7M. Reported net income was $3M.
How have Whitestone Home Furnishings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitestone Home Furnishings, LLC's sponsor-wide assets grew 144.0%, from $4M to $10M.
Which 401(k) plans are similar in size to Saatva Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Afg Group, Inc. 401(k) Plan in VA ($7M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Saatva Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 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 320526953.

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.