401(k) · DOL Form 5500 · 2023

Wharton-Smith, Inc. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
649
Participants Below avg headcount
88th
Percentile by assets National rank
$103,990
Avg per participant Below avg balance/head
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Official DOL plan name: Wharton-Smith, Inc. 401(k) Plan and Trust · Sponsored by Wharton-Smith, Inc. · Florida · Construction

$67M in assets, 649 participants

Wharton-Smith, Inc.'s Wharton-Smith, Inc. 401(k) Plan and Trust reported $67M in total assets and 649 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,783 in Construction (9,030 peers)

Where Wharton-Smith, Inc. 401(k) Plan and Trust sits by assets

Wharton-Smith, Inc. 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $67M for 649 participants (~$103,990/participant), up 21.4% in 2023.

#7,783
in Construction (9,030 peers)
+21.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Wharton-Smith, Inc. 401(k) Plan and Trust's outsized position by total assets

Wharton-Smith, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$67,489,575 Top 12% higher than 88% 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

Wharton-Smith, Inc. 401(k) 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. Wharton-Smith, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (649 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wharton-Smith, Inc. 401(k) Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Wharton-Smith, Inc. 401(k) Plan and Trust end-of-year assets rose from $56M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Wharton-Smith, Inc. 401(k) Plan and Trust reported participants rose from 627 in the plan year 2022 filing to 649 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592392802 · Wharton-Smith, Inc. PY 2023 · 401(k)

Wharton-Smith, Inc. 401(k) Plan and Trust · $67M · 649 · 88th

  • ASSETS $67M
  • PCT 649
  • EIN 88th
  • RANK 401(k)
  • PHOTO near Contitech USA, Inc. Bargaining Unit Employees Retirement Plan
  • IND ind #7783

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 Construction retirement plans → · Plans in Florida →

Wharton-Smith, Inc. 401(k) Plan and Trust in the asset neighbourhood

Wharton-Smith, Inc. 401(k) Plan and TrustWharton-Smith, Inc. 401(k) P…$67MContitech USA, Inc. Bargaining Unit Employees Retirement PlanContitech USA, Inc. Bargaini…$67MSlocum Orthopedics, P.C. 401(k) Profit Sharing PlanSlocum Orthopedics, P.C. 401…$67MTmf Health Quality Institute 401(k) Retirement Savings PlanTmf Health Quality Institute…$67MDakota Supply Group, Inc. 401(k) PlanDakota Supply Group, Inc. 40…$67M
End-of-year total assets ($M) among Wharton-Smith, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$67M
Net Income$12M
Employer EIN592392802
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wharton-Smith, Inc.)

Sponsor-wide plan assets over time

All Wharton-Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 47.89512169004825% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $55.6M $82.2M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 627 $56M
2023 1 649 $67M
2024 1 702 $82M

Nearby 401(k) Plans in Florida

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

Wharton-Smith, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Wharton-Smith, Inc. 401(k) Plan and Trust, Total assets ($B): 0.067489575 · Participants: 649Wharton-Smith, Inc. 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Wharton-Smith, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wharton-Smith, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Wharton-Smith, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Contitech USA, Inc. Bargaining Unit Employees Retirement Plan in OH ($67M); by covered participants it is The Systems Group 401(k) and Profit Sharing Plan in AR (649 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (649 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 Wharton-Smith, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Wharton-Smith, Inc. 401(k) Plan and Trust grew sharply - up 21.4% during 2023, from $56M to $67M. Reported net income was $12M.
How have Wharton-Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wharton-Smith, Inc.'s sponsor-wide assets grew 47.9%, from $56M to $82M.
Where does Wharton-Smith, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Wharton-Smith, Inc. 401(k) Plan and Trust ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wharton-Smith, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Contitech USA, Inc. Bargaining Unit Employees Retirement Plan in OH ($67M, 1,000 participants).
Which 401(k) plans cover a similar participant headcount to Wharton-Smith, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Systems Group 401(k) and Profit Sharing Plan in AR (649 participants, $21M 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 592392802.

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.