401(k) · DOL Form 5500 · 2024

Withumsmith+Brown PC 401(k) Plan

Data updated 2026-08-25

$326M
Total assets Above avg plan size
2,133
Participants Near avg headcount
96th
Percentile by assets National rank
$152,888
Avg per participant Above avg balance/head
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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.

  • #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.

#19,582
in Professional & Technical Services (20,173 peers)
+26.9%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Withumsmith+Brown 401(k) Employee Savings Plan's outsized position by total assets

Withumsmith+Brown 401(k) Employee Savings Plan vs every filed plan by assets

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

$326,110,838 Top 4% higher than 96% 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

Withumsmith+Brown 401(k) Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Withumsmith+Brown 401(k) Employee Savings Plan lands in the large band (2,133 participants).

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 →

Published 5500 schedule card

Filing strip 222027092 · Withumsmith+Brown PC PY 2024 · 401(k)

Withumsmith+Brown 401(k) Employee Savings Plan · $326M · 2,133 · 96th

  • EOY $326M
  • EOY 2,133
  • EOY 96th
  • EOY 401(k)
  • EOY near Kehe Distributors, Inc. 401(k) Retirement Savings Plan
  • EOY ind #19582

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 New Jersey →

Withumsmith+Brown 401(k) Employee Savings Plan in the asset neighbourhood

Atlas Technical Consultants 401(k) PlanAtlas Technical Consultants …$326MWithumsmith+Brown 401(k) Employee Savings PlanWithumsmith+Brown 401(k) Emp…$326MKehe Distributors, Inc. 401(k) Retirement Savings PlanKehe Distributors, Inc. 401(…$326MRpc, Inc. Retirement Savings PlanRpc, Inc. Retirement Savings…$326MAptargroup, Inc. Profit Sharing and Savings PlanAptargroup, Inc. Profit Shar…$326M
End-of-year total assets ($M) among Withumsmith+Brown 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Withumsmith+Brown PC plans reported in each filing year

Latest sponsor-wide plan assets
$326M 73.34950549138736% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $188M $326M ▲ +73.4%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Withumsmith+Brown 401(k) Employee Savings Plan, Total assets ($B): 0.326110838 · Participants: 2133Withumsmith+Brown 401(k) Employee Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Withumsmith+Brown 401(k) Employee Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Withumsmith+Brown 401(k) Employee Savings Plan side-by-side with 3 peers →

Withumsmith+Brown 401(k) Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kehe Distributors, Inc. 401(k) Retirement Savings Plan in IL ($326M); by covered participants it is Brown and Caldwell Savings Plan in CO (2,133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($326M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,133 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 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).
Which 401(k) plans cover a similar participant headcount to Withumsmith+Brown 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown and Caldwell Savings Plan in CO (2,133 participants, $575M 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 222027092.

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.