401(k) · DOL Form 5500 · 2024

Whitestone Reit 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
80
Participants Small participant base
55th
Percentile by assets National rank
$118,095
Avg per participant Near avg balance/head
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Official DOL plan name: Whitestone Reit Retirement Savings Plan · Sponsored by Whitestone Reit · Texas · Real Estate

$9M in assets, 80 participants

Whitestone Reit's Whitestone Reit Retirement Savings Plan reported $9M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,347 in Real Estate (4,605 peers)

Whitestone Reit multi-year trail

Whitestone Reit's plans moved +34.7% in assets from 2022 to 2024; this filing shows Whitestone Reit Retirement Savings Plan at $9M / 80 participants.

#3,347
in Real Estate (4,605 peers)
+13.9%
assets growth YoY

Whitestone Reit Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Whitestone Reit Retirement Savings Plan vs every filed plan by assets

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

$9,447,561 Top 45% higher than 55% 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

Whitestone Reit Retirement Savings 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. Whitestone Reit Retirement Savings Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitestone Reit Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Whitestone Reit Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Whitestone Reit Retirement Savings Plan reported participants rose from 76 in the plan year 2023 filing to 80 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760594970 · Whitestone Reit PY 2024 · 401(k)

Whitestone Reit Retirement Savings Plan · $9M · 80 · 55th

  • IND $9M
  • IND 80
  • IND 55th
  • IND 401(k)
  • IND near Buspatrol America LLC 401(k) Profit Sharing Plan
  • IND ind #3347

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 Real Estate retirement plans → · Plans in Texas →

Whitestone Reit Retirement Savings Plan in the asset neighbourhood

Whitestone Reit Retirement Savings PlanWhitestone Reit Retirement S…$9MBuspatrol America LLC 401(k) Profit Sharing PlanBuspatrol America LLC 401(k)…$9MSummerwood Corporation 401(k) PlanSummerwood Corporation 401(k…$9MRoyal Banks of Missouri 401(k) PlanRoyal Banks of Missouri 401(…$9MStriking Distance Studios, Inc. 401(k) PlanStriking Distance Studios, I…$9M
End-of-year total assets ($M) among Whitestone Reit Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Whitestone Reit multi-year asset trail

Sponsor-wide plan assets over time

All Whitestone Reit plans reported in each filing year

Latest sponsor-wide plan assets
$9M 34.67441432153899% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.02M $9.45M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 75 $7M
2023 1 76 $8M
2024 1 80 $9M

Whitestone Reit filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN760594970
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Whitestone Reit Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Whitestone Reit Retirement Savings Plan, Total assets ($B): 0.009447561 · Participants: 80Whitestone Reit Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Whitestone Reit Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Whitestone Reit Retirement Savings Plan side-by-side with 3 peers →

Whitestone Reit Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Buspatrol America LLC 401(k) Profit Sharing Plan in VA ($9M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Whitestone Reit Retirement Savings Plan assets move in 2024? ▼
Whitestone Reit Retirement Savings Plan grew at a solid clip - up 13.9% during 2024, from $8M to $9M. Reported net income was $1M.
How have Whitestone Reit plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitestone Reit's sponsor-wide assets grew 34.7%, from $7M to $9M.
Which 401(k) plans are similar in size to Whitestone Reit Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buspatrol America LLC 401(k) Profit Sharing Plan in VA ($9M, 392 participants).
Which 401(k) plans cover a similar participant headcount to Whitestone Reit Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 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 760594970.

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.