401(k) · DOL Form 5500 · 2024

Wharton Aldhizer & Weaver, PLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
46
Participants Small participant base
58th
Percentile by assets National rank
$246,434
Avg per participant Above avg balance/head
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Official DOL plan name: Waw 401(k) Plan · Sponsored by Wharton Aldhizer & Weaver, PLC · Virginia · Professional & Technical Services

$11M in assets, 46 participants

Wharton Aldhizer & Weaver, PLC's Waw 401(k) Plan reported $11M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,470 in Professional & Technical Services (20,173 peers)

2024 asset change

Waw 401(k) Plan declined sharply 18.4% in 2024 ($14M → $11M) for 46 participants.

#11,470
in Professional & Technical Services (20,173 peers)
-18.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waw 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Waw 401(k) Plan vs every filed plan by assets

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

$11,335,954 Top 42% higher than 58% 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

Waw 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. Waw 401(k) Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waw 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Waw 401(k) Plan end-of-year assets fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Waw 401(k) Plan reported participants rose from 42 in the plan year 2023 filing to 46 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 540432135 · Wharton Aldhizer & Weaver, PLC PY 2024 · 401(k)

Waw 401(k) Plan · $11M · 46 · 58th

  • PHOTO $11M
  • PHOTO 46
  • PHOTO 58th
  • PHOTO 401(k)
  • PHOTO near Frasier Meadows Manor, Inc. 401(k) Retirement Plan
  • PHOTO ind #11470

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 Virginia →

Waw 401(k) Plan in the asset neighbourhood

Waw 401(k) Plan$11MFrasier Meadows Manor, Inc. 401(k) Retirement PlanFrasier Meadows Manor, Inc. …$11MNesnah Ventures LLC Employee Savings PlanNesnah Ventures LLC Employee…$11MNetwork & Security Technologies Retirement PlanNetwork & Security Technolog…$11MMacdonald Devin P.C. 401(k) Profit Sharing PlanMacdonald Devin P.C. 401(k) …$11M
End-of-year total assets ($M) among Waw 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wharton Aldhizer & Weaver, PLC years around the 2024 move

Sponsor-wide plan assets over time

All Wharton Aldhizer & Weaver, PLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 0.725861884907914% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.4M $11.3M ▼ -0.7%
Year Plans Participants Total Assets
2022 1 37 $11M
2023 1 42 $14M
2024 1 46 $11M

2024 asset-move particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN540432135
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Waw 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Waw 401(k) Plan, Total assets ($B): 0.011335954 · Participants: 46Waw 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Waw 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Waw 401(k) Plan side-by-side with 3 peers →

Waw 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Frasier Meadows Manor, Inc. 401(k) Retirement Plan in CO ($11M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Waw 401(k) Plan assets move in 2024? ▼
Waw 401(k) Plan declined sharply - down 18.4% during 2024, from $14M to $11M. Reported net income was -$3M.
How have Wharton Aldhizer & Weaver, PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wharton Aldhizer & Weaver, PLC's sponsor-wide assets declined 0.7%, from $11M to $11M.
Which 401(k) plans are similar in size to Waw 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frasier Meadows Manor, Inc. 401(k) Retirement Plan in CO ($11M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Waw 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westan Insurance Group 401(k) Plan in TN (46 participants, $6M 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 540432135.

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.