401(k) · DOL Form 5500 · 2023
White and Williams LLP 401(k) Plan
Data updated 2026-08-25
- $172M
- Total assets Near avg plan size
- 347
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $496,413
- Avg per participant High balance/head
Official DOL plan name: White and Williams 401(k) Tax Deferment Retirement Savings Plan · Sponsored by White and Williams LLP · Pennsylvania · Professional & Technical Services
$172M in assets, 347 participants
White and Williams LLP's White and Williams 401(k) Tax Deferment Retirement Savings Plan reported $172M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #19,375 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
White and Williams 401(k) Tax Deferment Retirement Savings Plan covers 347 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $172M.
- #19,375
- in Professional & Technical Services (20,321 peers)
- +10.0%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
White and Williams 401(k) Tax Deferment Retirement Savings Plan's outsized position by total assets
White and Williams 401(k) Tax Deferment Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$172,255,376 Top 6% higher than 94% 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 and Williams 401(k) Tax Deferment Retirement Savings Plan 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. White and Williams 401(k) Tax Deferment Retirement Savings Plan sits mid-pack in the medium band (347 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- White and Williams 401(k) Tax Deferment Retirement Savings Plan reported net income rose from -$20M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- White and Williams 401(k) Tax Deferment Retirement Savings Plan end-of-year assets rose from $157M in the plan year 2022 filing to $172M in the plan year 2023 filing.
- White and Williams 401(k) Tax Deferment Retirement Savings Plan reported participants fell from 356 in the plan year 2022 filing to 347 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231421789 · White and Williams LLP PY 2023 · 401(k)
White and Williams 401(k) Tax Deferment Retirement Savings Plan · $172M · 347 · 94th
- EOY $172M
- 5500 347
- ASSETS 94th
- PCT 401(k)
- EIN near Consor Engineers 401(k) Plan
- RANK ind #19375
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 Pennsylvania →
White and Williams 401(k) Tax Deferment Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $157M |
|---|---|
| Net Assets (End of Year) | $172M |
| Net Income | $13M |
| Employer EIN | 231421789 |
| Plan Effective Date | 1984-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (White and Williams LLP)
Sponsor-wide plan assets over time
All White and Williams LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $185M 16.375240119317947% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 461 | $159M |
| 2023 | 1 | 347 | $172M |
| 2024 | 1 | 334 | $185M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
White and Williams 401(k) Tax Deferment Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Consor Engineers 401(k) Plan in CO ($172M); by covered participants it is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($172M here).
- Consor Engineers 401(k) Plan (CO) $172M · 1,210
- Analogic 401(k) Plan (MA) $172M · 579
- First American Bank Corporation Profit Sharing Plan (IL) $172M · 871
- Weather Group LLC 401(k) Savings Plan (GA) $172M · 786
Similar participant headcount
Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.
- Rug Doctor, LLC 401(k) Retirement Plan (TX) 347 · 0 off
- Waukesha Gas Engines 401(k) Plan (WI) 347 · 0 off
- Operation Par 401(k) Savings Plan (FL) 347 · 0 off
- Maxhealth 401(k) Plan (FL) 347 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.