401(k) · DOL Form 5500 · 2024

Gilliam, Wharram & Co., P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
34th
Percentile by assets National rank
$204,598
Avg per participant Above avg balance/head
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Official DOL plan name: Gilliam, Wharram & Co., P.C. 401(k) Plan · Sponsored by Gilliam, Wharram & Co., P.C. · Texas · Professional & Technical Services

$3M in assets, 15 participants

Gilliam, Wharram & Co., P.C.'s Gilliam, Wharram & Co., P.C. 401(k) Plan reported $3M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,233 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Gilliam, Wharram & Co., P.C. 401(k) Plan holds $3M for 15 participants - about $204,598 per participant, in the lower half of filed plans by assets.

#6,233
in Professional & Technical Services (20,173 peers)
+1.3%
assets growth YoY

Gilliam, Wharram & Co., P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gilliam, Wharram & Co., P.C. 401(k) Plan vs every filed plan by assets

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

$3,068,976 34th percentile higher than 34% 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

Gilliam, Wharram & Co., P.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gilliam, Wharram & Co., P.C. 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gilliam, Wharram & Co., P.C. 401(k) Plan reported net income fell from $118K in the plan year 2023 filing to $39K in the plan year 2024 filing.
  • Gilliam, Wharram & Co., P.C. 401(k) Plan reported participants rose from 13 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Gilliam, Wharram & Co., P.C. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752147649 · Gilliam, Wharram & Co., P.C. PY 2024 · 401(k)

Gilliam, Wharram & Co., P.C. 401(k) Plan · $3M · 15 · 34th

  • IND $3M
  • EOY 15
  • 5500 34th
  • ASSETS 401(k)
  • PCT near Cylinder Health 401(k) Plan
  • EIN ind #6233

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 Texas →

Gilliam, Wharram & Co., P.C. 401(k) Plan in the asset neighbourhood

Gilliam, Wharram & Co., P.C. 401(k) PlanGilliam, Wharram & Co., P.C.…$3MCylinder Health 401(k) Plan$3MVintech Industries Inc 401(k) Profit Sharing Plan & TrustVintech Industries Inc 401(k…$3MSolv LLC 401(k) Plan$3MCreative Minds International Pcs 401(k) Profit Sharing Plan and TCreative Minds International…$3M
End-of-year total assets ($M) among Gilliam, Wharram & Co., P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$39K
Employer EIN752147649
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gilliam, Wharram & Co., P.C.)

Sponsor-wide plan assets over time

All Gilliam, Wharram & Co., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.385158467003096% vs 2022
2024 filing year
$2.85M$2.9M$2.95M$3M$3.05M$3.1M 202220232024 $2.91M $3.07M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 13 $3M
2024 1 15 $3M

Nearby 401(k) Plans in Texas

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

Gilliam, Wharram & Co., P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Gilliam, Wharram & Co., P.C. 401(k) Plan, Total assets ($B): 0.003068976 · Participants: 15Gilliam, Wharram & Co., P.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Gilliam, Wharram & Co., P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Gilliam, Wharram & Co., P.C. 401(k) Plan side-by-side with 3 peers →

Gilliam, Wharram & Co., P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cylinder Health 401(k) Plan in IL ($3M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Gilliam, Wharram & Co., P.C. 401(k) Plan assets move in 2024? ▼
Gilliam, Wharram & Co., P.C. 401(k) Plan edged up modestly - up 1.3% during 2024, from $3M to $3M. Reported net income was $39K.
How have Gilliam, Wharram & Co., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gilliam, Wharram & Co., P.C.'s sponsor-wide assets grew 5.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Gilliam, Wharram & Co., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cylinder Health 401(k) Plan in IL ($3M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Gilliam, Wharram & Co., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 752147649.

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.