401(k) · DOL Form 5500 · 2024

Whitman Breed Abbott & Morgan LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
45
Participants Small participant base
76th
Percentile by assets National rank
$622,025
Avg per participant High balance/head
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Official DOL plan name: Whitman Breed Abbott & Morgan LLC 401(k) Plan · Sponsored by Whitman Breed Abbott & Morgan LLC · Connecticut · Professional & Technical Services

$28M in assets, 45 participants

Whitman Breed Abbott & Morgan LLC's Whitman Breed Abbott & Morgan LLC 401(k) Plan reported $28M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,374 in Professional & Technical Services (20,173 peers)

Where Whitman Breed Abbott & Morgan LLC 401(k) Plan sits by assets

Whitman Breed Abbott & Morgan LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 45 participants (~$622,025/participant), up 13.3% in 2024.

#15,374
in Professional & Technical Services (20,173 peers)
+13.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Whitman Breed Abbott & Morgan LLC 401(k) Plan's outsized position by total assets

Whitman Breed Abbott & Morgan LLC 401(k) Plan vs every filed plan by assets

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

$27,991,145 Top 24% higher than 76% 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

Whitman Breed Abbott & Morgan LLC 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. Whitman Breed Abbott & Morgan LLC 401(k) Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitman Breed Abbott & Morgan LLC 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Whitman Breed Abbott & Morgan LLC 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Whitman Breed Abbott & Morgan LLC 401(k) Plan reported participants fell from 49 in the plan year 2023 filing to 45 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061432923 · Whitman Breed Abbott & Morgan LLC PY 2024 · 401(k)

Whitman Breed Abbott & Morgan LLC 401(k) Plan · $28M · 45 · 76th

  • NET $28M
  • BOOK 45
  • VS-ST 76th
  • BOY 401(k)
  • SCH near Ultratec, Inc. 401(k) Plan
  • EBSA ind #15374

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 Connecticut →

Whitman Breed Abbott & Morgan LLC 401(k) Plan in the asset neighbourhood

Whitman Breed Abbott & Morgan LLC 401(k) PlanWhitman Breed Abbott & Morga…$28MUltratec, Inc. 401(k) Plan$28MAdelfi Cu 401(k) Plan$28MVan Michael Salon, Inc. 401(k) Profit Sharing PlanVan Michael Salon, Inc. 401(…$28MElectrical Workers Local 242 401(k) PlanElectrical Workers Local 242…$28M
End-of-year total assets ($M) among Whitman Breed Abbott & Morgan LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN061432923
Plan Effective Date2000-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitman Breed Abbott & Morgan LLC)

Sponsor-wide plan assets over time

All Whitman Breed Abbott & Morgan LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 41.87014197635017% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $28M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 48 $20M
2023 1 49 $25M
2024 1 45 $28M

Nearby 401(k) Plans in Connecticut

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

Whitman Breed Abbott & Morgan LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Whitman Breed Abbott & Morgan LLC 401(k) Plan, Total assets ($B): 0.027991145 · Participants: 45Whitman Breed Abbott & Morgan LLC 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Whitman Breed Abbott & Morgan LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Whitman Breed Abbott & Morgan LLC 401(k) Plan side-by-side with 3 peers →

Whitman Breed Abbott & Morgan LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Ultratec, Inc. 401(k) Plan in WI ($28M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Whitman Breed Abbott & Morgan LLC 401(k) Plan assets move in 2024? ▼
Whitman Breed Abbott & Morgan LLC 401(k) Plan grew at a solid clip - up 13.3% during 2024, from $25M to $28M. Reported net income was $3M.
How have Whitman Breed Abbott & Morgan LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitman Breed Abbott & Morgan LLC's sponsor-wide assets grew 41.9%, from $20M to $28M.
Where does Whitman Breed Abbott & Morgan LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Whitman Breed Abbott & Morgan LLC 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Whitman Breed Abbott & Morgan LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ultratec, Inc. 401(k) Plan in WI ($28M, 771 participants).
Which 401(k) plans cover a similar participant headcount to Whitman Breed Abbott & Morgan LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coact, Inc. 401(k) Plan in MD (45 participants, $2M 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 061432923.

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.