401(k) · DOL Form 5500 · 2024
Barnwell Whaley Patterson & Helms, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $194,444
- Avg per participant Above avg balance/head
Official DOL plan name: Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan · Sponsored by Barnwell Whaley Patterson & Helms, LLC · South Carolina · Professional & Technical Services
$7M in assets, 37 participants
Barnwell Whaley Patterson & Helms, LLC's Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan reported $7M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,472 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan holds $7M for 37 participants - about $194,444 per participant, in the lower half of filed plans by assets.
- #9,472
- in Professional & Technical Services (20,173 peers)
- -7.0%
- assets change YoY
The plan reported a net loss of $543K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,194,440 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing 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. Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$543K in the plan year 2024 filing.
- Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan reported participants rose from 29 in the plan year 2023 filing to 37 in the plan year 2024 filing.
- Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 571017922 · Barnwell Whaley Patterson & Helms, LLC PY 2024 · 401(k)
Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan · $7M · 37 · 49th
- EBSA $7M
- PART 37
- TYPE 49th
- NET 401(k)
- BOOK near The Contractors Retirement Plan
- VS-ST ind #9472
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 South Carolina →
Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$543K |
| Employer EIN | 571017922 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barnwell Whaley Patterson & Helms, LLC)
Sponsor-wide plan assets over time
All Barnwell Whaley Patterson & Helms, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 8.508693964923701% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $7M |
| 2023 | 1 | 29 | $8M |
| 2024 | 1 | 37 | $7M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Barnwell Whaley Patterson & Helms, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is The Contractors Retirement Plan in CA ($7M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (37 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.