401(k)
2024 plan-year 401(k) DOL Form 5500

The White Family Companies, Inc. Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The White Family Companies, Inc. · Ohio · Retail Trade

What the 2023 filing shows

The White Family Companies, Inc. Retirement Savings Plan holds $53M for 769 participants — about $68,982 per participant, up 16.2% over the 2024 plan year.

$53M
total plan assets (2024 EOY)
769
covered participants
$68,982
avg assets per participant
+16.2%
assets growth YoY
Total Assets (2023)
$53M
Participants
769
State
Industry
Retail Trade

What the Filing Says About The White Family Companies, Inc. Retirement Savings Plan

The White Family Companies, Inc. Retirement Savings Plan is a 401(k) retirement plan sponsored by The White Family Companies, Inc., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $53M in total end-of-year assets and covers 769 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 314446316, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $46M at the beginning of 2024 to $53M at year-end — a gain of 16.2%. Net assets (after liabilities) closed the year at $53M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$46M
Total Assets (End of Year)$53M
Net Assets (End of Year)$53M
Net Income$7M
Plan Type401(k)
Employer EIN314446316
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The White Family Companies, Inc.)

Year Plans Participants Total Assets
2022 1 762 $39M
2023 1 725 $46M
2024 1 769 $53M

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Frequently Asked Questions

How much money is in the The White Family Companies, Inc. Retirement Savings Plan?
As of the 2024 Form 5500 filing, The White Family Companies, Inc. Retirement Savings Plan holds $53M in total assets with 769 participants. It is sponsored by The White Family Companies, Inc..
What type of plan is The White Family Companies, Inc. Retirement Savings Plan?
The White Family Companies, Inc. Retirement Savings Plan is a 401(k) plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 314446316.
Who sponsors the The White Family Companies, Inc. Retirement Savings Plan?
The White Family Companies, Inc. Retirement Savings Plan is sponsored by The White Family Companies, Inc., located in Ohio. The sponsor's EIN is 314446316 and the plan operates in the Retail Trade industry.
How did The White Family Companies, Inc. Retirement Savings Plan perform in 2024?
The White Family Companies, Inc. Retirement Savings Plan grew by 16.2% during 2024, moving from $46M to $53M in total assets. Net income was $7M.
Where can I find official filings for The White Family Companies, Inc. Retirement Savings Plan?
Official Form 5500 filings for The White Family Companies, Inc. Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 314446316 or plan name at efast.dol.gov.
How does The White Family Companies, Inc. Retirement Savings Plan compare to other plans?
You can compare The White Family Companies, Inc. Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 314446316.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.