401(k) · DOL Form 5500 · 2024

Whittington, Jones & Rudert, Cpas, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
36th
Percentile by assets National rank
$169,320
Avg per participant Above avg balance/head
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Official DOL plan name: Whittington, Jones & Rudert, Cpas, LLC, 401(k) · Sponsored by Whittington, Jones & Rudert, Cpas, LLC · Georgia · Professional & Technical Services

$3M in assets, 20 participants

Whittington, Jones & Rudert, Cpas, LLC's Whittington, Jones & Rudert, Cpas, LLC, 401(k) reported $3M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,541 in Professional & Technical Services (20,173 peers)

Whittington, Jones & Rudert, Cpas, LLC multi-year trail

Whittington, Jones & Rudert, Cpas, LLC's plans moved +33.4% in assets from 2022 to 2024; this filing shows Whittington, Jones & Rudert, Cpas, LLC, 401(k) at $3M / 20 participants.

#6,541
in Professional & Technical Services (20,173 peers)
+17.9%
assets growth YoY

Whittington, Jones & Rudert, Cpas, LLC, 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers

Whittington, Jones & Rudert, Cpas, LLC, 401(k) vs every filed plan by assets

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

$3,386,391 36th percentile higher than 36% 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

Whittington, Jones & Rudert, Cpas, LLC, 401(k) among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whittington, Jones & Rudert, Cpas, LLC, 401(k) is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whittington, Jones & Rudert, Cpas, LLC, 401(k) reported net income rose from $335K in the plan year 2023 filing to $513K in the plan year 2024 filing.
  • Whittington, Jones & Rudert, Cpas, LLC, 401(k) end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Whittington, Jones & Rudert, Cpas, LLC, 401(k) reported participants rose from 19 in the plan year 2023 filing to 20 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 461381910 · Whittington, Jones & Rudert, Cpas, LLC PY 2024 · 401(k)

Whittington, Jones & Rudert, Cpas, LLC, 401(k) · $3M · 20 · 36th

  • SCH $3M
  • EBSA 20
  • PART 36th
  • TYPE 401(k)
  • NET near Summit Career College 401(k) Profit Sharing Plan
  • BOOK ind #6541

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 Georgia →

Whittington, Jones & Rudert, Cpas, LLC, 401(k) in the asset neighbourhood

Whittington, Jones & Rudert, Cpas, LLC, 401(k)Whittington, Jones & Rudert,…$3MSummit Career College 401(k) Profit Sharing PlanSummit Career College 401(k)…$3MColonial Converting Corporation 401(k) Savings PlanColonial Converting Corporat…$3MBrown & Nofzinger PC 401(k) PlanBrown & Nofzinger PC 401(k) …$3MClaimfox, Inc. 401(k) Psp PlanClaimfox, Inc. 401(k) Psp Pl…$3M
End-of-year total assets ($M) among Whittington, Jones & Rudert, Cpas, LLC, 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Whittington, Jones & Rudert, Cpas, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Whittington, Jones & Rudert, Cpas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.38202961479653% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.54M $3.39M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 19 $3M
2024 1 20 $3M

Whittington, Jones & Rudert, Cpas, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$513K
Employer EIN461381910
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Whittington, Jones & Rudert, Cpas, LLC, 401(k) vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Whittington, Jones & Rudert, Cpas, LLC, 401(k), Total assets ($B): 0.003386391 · Participants: 20Whittington, Jones & Rudert, Cpas, LLC, 401(k)The Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Whittington, Jones & Rudert, Cpas, LLC, 401(k) vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Whittington, Jones & Rudert, Cpas, LLC, 401(k) side-by-side with 3 peers →

Whittington, Jones & Rudert, Cpas, LLC, 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Summit Career College 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Whittington, Jones & Rudert, Cpas, LLC, 401(k) assets move in 2024? ▼
Whittington, Jones & Rudert, Cpas, LLC, 401(k) grew sharply - up 17.9% during 2024, from $3M to $3M. Reported net income was $513K.
How have Whittington, Jones & Rudert, Cpas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whittington, Jones & Rudert, Cpas, LLC's sponsor-wide assets grew 33.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Whittington, Jones & Rudert, Cpas, LLC, 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Summit Career College 401(k) Profit Sharing Plan in CA ($3M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Whittington, Jones & Rudert, Cpas, LLC, 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 participants, N/A 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 461381910.

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.