401(k) · DOL Form 5500 · 2024

Wbh Advisory, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
14
Participants Small participant base
47th
Percentile by assets National rank
$478,074
Avg per participant High balance/head
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Official DOL plan name: Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust · Sponsored by Wbh Advisory, Inc. · Maryland · Professional & Technical Services

$7M in assets, 14 participants

Wbh Advisory, Inc.'s Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust reported $7M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,188 in Professional & Technical Services (20,173 peers)

Wbh Advisory, Inc. multi-year trail

Wbh Advisory, Inc.'s plans moved +44.3% in assets from 2023 to 2024; this filing shows Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust at $7M / 14 participants.

#9,188
in Professional & Technical Services (20,173 peers)
+44.3%
assets growth YoY

Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,693,039 47th percentile higher than 47% of 123,620 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 2024

Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust reported net income rose from $530K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust reported participants rose from 13 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 521470972 · Wbh Advisory, Inc. PY 2024 · 401(k)

Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust · $7M · 14 · 47th

  • EIN $7M
  • RANK 14
  • PHOTO 47th
  • IND 401(k)
  • EOY near Charities Aid Foundation America 401(k) Profit Sharing Plan
  • 5500 ind #9188

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 Maryland →

Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust in the asset neighbourhood

Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and TrustWbh Advisory, Inc. 401(k) Ra…$7MCharities Aid Foundation America 401(k) Profit Sharing PlanCharities Aid Foundation Ame…$7MTlc Sales & Marketing Profit Sharing Plan & TrustTlc Sales & Marketing Profit…$7MThe Hill & Griffith Company Profit Sharing 401(k) PlanThe Hill & Griffith Company …$7MPremier Health Care Services, LLC 401(k) PlanPremier Health Care Services…$7M
End-of-year total assets ($M) among Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wbh Advisory, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wbh Advisory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 44.264936388435764% vs 2023
2024 filing year
$4M$5M$6M$7M 20232024 $4.64M $6.69M ▲ +44.2%
Year Plans Participants Total Assets
2023 1 13 $5M
2024 1 14 $7M

Wbh Advisory, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN521470972
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust, Total assets ($B): 0.006693039 · Participants: 14Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust side-by-side with 3 peers →

Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Charities Aid Foundation America 401(k) Profit Sharing Plan in VA ($7M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust assets move in 2024? ▼
Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust surged - up 44.3% during 2024, from $5M to $7M. Reported net income was $2M.
How have Wbh Advisory, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wbh Advisory, Inc.'s sponsor-wide assets grew 44.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Charities Aid Foundation America 401(k) Profit Sharing Plan in VA ($7M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Wbh Advisory, Inc. 401(k) Rate Group Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521470972.

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.