401(k) · DOL Form 5500 · 2023

Websterrogers, LLP 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
113
Participants Small participant base
74th
Percentile by assets National rank
$192,081
Avg per participant Above avg balance/head
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Official DOL plan name: Websterrogers LLP 401(k) Plan & Trust · Sponsored by Websterrogers, LLP · South Carolina · Professional & Technical Services

$22M in assets, 113 participants

Websterrogers, LLP's Websterrogers LLP 401(k) Plan & Trust reported $22M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,062 in Professional & Technical Services (20,321 peers)

Coverage in South Carolina

Websterrogers LLP 401(k) Plan & Trust covers 113 participants in South Carolina, about 31% of the average South Carolina filer (state average ~369 per filing). Assets: $22M.

#15,062
in Professional & Technical Services (20,321 peers)
+14.3%
assets growth YoY

Websterrogers LLP 401(k) Plan & Trust's outsized position by total assets

Websterrogers LLP 401(k) Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,705,208 Top 26% higher than 74% of 127,068 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 2023

Websterrogers LLP 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Websterrogers LLP 401(k) Plan & Trust sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Websterrogers LLP 401(k) Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Websterrogers LLP 401(k) Plan & Trust end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Websterrogers LLP 401(k) Plan & Trust reported participants rose from 111 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 570776381 · Websterrogers, LLP PY 2023 · 401(k)

Websterrogers LLP 401(k) Plan & Trust · $22M · 113 · 74th

  • EBSA $22M
  • PART 113
  • TYPE 74th
  • NET 401(k)
  • BOOK near Safe-Harbour 401(k) Profit Sharing Plan for U.S. Committe for Refugees and Immigrants, Inc.
  • VS-ST ind #15062

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 →

Websterrogers LLP 401(k) Plan & Trust in the asset neighbourhood

Websterrogers LLP 401(k) Plan & TrustWebsterrogers LLP 401(k) Pla…$22MSafe-Harbour 401(k) Profit Sharing Plan for U.S. Committe for Refugees and Immigrants, Inc.Safe-Harbour 401(k) Profit S…$22MContractor Services Co. 401(k) Profit Sharing PlanContractor Services Co. 401(…$22MConverged Security Solutions, LLC 401(k) PlanConverged Security Solutions…$22MLocal 812 Annuity Fund$22M
End-of-year total assets ($M) among Websterrogers LLP 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN570776381
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Websterrogers, LLP)

Sponsor-wide plan assets over time

All Websterrogers, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$24M 24.816580022352326% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19M $23.7M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 111 $19M
2023 1 113 $22M
2024 1 113 $24M

Nearby 401(k) Plans in South Carolina

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

Websterrogers LLP 401(k) Plan & Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Websterrogers LLP 401(k) Plan & Trust, Total assets ($B): 0.021705208 · Participants: 113Websterrogers LLP 401(k) Plan & TrustMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Websterrogers LLP 401(k) Plan & Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Websterrogers LLP 401(k) Plan & Trust side-by-side with 3 peers →

Websterrogers LLP 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Safe-Harbour 401(k) Profit Sharing Plan for U.S. Committe for Refugees and Immigrants, Inc. in VA ($22M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Websterrogers LLP 401(k) Plan & Trust assets move in 2023? ▼
Websterrogers LLP 401(k) Plan & Trust grew at a solid clip - up 14.3% during 2023, from $19M to $22M. Reported net income was $3M.
How have Websterrogers, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Websterrogers, LLP's sponsor-wide assets grew 24.8%, from $19M to $24M.
Which 401(k) plans are similar in size to Websterrogers LLP 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Safe-Harbour 401(k) Profit Sharing Plan for U.S. Committe for Refugees and Immigrants, Inc. in VA ($22M, 514 participants).
Which 401(k) plans cover a similar participant headcount to Websterrogers LLP 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 570776381.

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.