401(k) · DOL Form 5500 · 2024

Withumsmith+Brown PC 401(k) Plan

Data updated 2026-08-11

$326M
Total assets
2,133
Participants
96th
Percentile by assets
$152,888
Avg per participant
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Official DOL plan name: Withumsmith+Brown 401(k) Employee Savings Plan · Sponsored by Withumsmith+Brown PC · New Jersey · Professional & Technical Services

$326M in assets, 2,133 participants

Withumsmith+Brown PC's Withumsmith+Brown 401(k) Employee Savings Plan reported $326M in total assets and 2,133 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 123,622 plans)
  • #19,582 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Withumsmith+Brown 401(k) Employee Savings Plan covers 2,133 participants in New Jersey, 2.5x the typical New Jersey plan (state average ~844 per filing). Assets: $326M.

$326M
total plan assets (2024 EOY)
2,133
covered participants
96th
percentile by assets (of 123,622 plans)
$152,888
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Withumsmith+Brown 401(k) Employee Savings Plan end-of-year assets rose from $257M in the plan year 2023 filing to $326M in the plan year 2024 filing.
  • Withumsmith+Brown 401(k) Employee Savings Plan reported participants rose from 1,843 in the plan year 2023 filing to 2,133 in the plan year 2024 filing.
  • Withumsmith+Brown 401(k) Employee Savings Plan reported net income rose from $69M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Withumsmith+Brown 401(k) Employee Savings Plan reports 2,133 participants - 2.5x that state average ($326M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$257M
Net Assets (End of Year)$326M
Net Income$69M
Employer EIN222027092
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Withumsmith+Brown PC)

$150M$200M$250M$300M$350M 202220232024 $188M $326M ▲ +73.4%
Total plan assets by year, all Withumsmith+Brown PC plans on file
Year Plans Participants Total Assets
2022 1 1,406 $188M
2023 1 1,843 $257M
2024 1 2,133 $326M

Nearby 401(k) Plans in New Jersey

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

Withumsmith+Brown 401(k) Employee Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Withumsmith+Brown 401(k) Employee Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Withumsmith+Brown 40…JPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Ernst & Young Retire…Merck US Savings Plan
Withumsmith+Brown 401(k) Employee Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Withumsmith+Brown 401(k) Employee Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Withumsmith+Brown 401(k) Employee Savings Plan assets move in 2024?
Withumsmith+Brown 401(k) Employee Savings Plan grew sharply - up 26.9% during 2024, from $257M to $326M. Reported net income was $69M.
How have Withumsmith+Brown PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Withumsmith+Brown PC's sponsor-wide assets grew 73.3%, from $188M to $326M.
Where does Withumsmith+Brown 401(k) Employee Savings Plan rank by assets among Form 5500 filers?
Withumsmith+Brown 401(k) Employee Savings Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Withumsmith+Brown 401(k) Employee Savings Plan?
Among 401(k) plans in other states, the closest by assets is Kehe Distributors, Inc. 401(k) Retirement Savings Plan in IL ($326M, 6,654 participants).

Next read for Withumsmith+Brown 401(k) Employee Saving…

Filing takeaways

Ways to act on Withumsmith+Brown 401(k) Employee Savings Plan's numbers.