401(k) · DOL Form 5500 · 2024
Whitley Penn, LLP 401(k) Plan
Data updated 2026-08-25
- $135M
- Total assets Near avg plan size
- 760
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $177,429
- Avg per participant Above avg balance/head
Official DOL plan name: Whitley Penn 401(k) Profit Sharing Plan · Sponsored by Whitley Penn, LLP · Texas · Professional & Technical Services
$135M in assets, 760 participants
Whitley Penn, LLP's Whitley Penn 401(k) Profit Sharing Plan reported $135M in total assets and 760 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,851 in Professional & Technical Services (20,173 peers)
Where Whitley Penn 401(k) Profit Sharing Plan sits by assets
Whitley Penn 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $135M for 760 participants (~$177,429/participant), up 19.2% in 2024.
- #18,851
- in Professional & Technical Services (20,173 peers)
- +19.2%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Whitley Penn 401(k) Profit Sharing Plan's outsized position by total assets
Whitley Penn 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$134,845,972 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Whitley Penn 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitley Penn 401(k) Profit Sharing Plan sits mid-pack in the medium band (760 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whitley Penn 401(k) Profit Sharing Plan reported net income rose from $14M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Whitley Penn 401(k) Profit Sharing Plan end-of-year assets rose from $113M in the plan year 2023 filing to $135M in the plan year 2024 filing.
- Whitley Penn 401(k) Profit Sharing Plan reported participants rose from 689 in the plan year 2023 filing to 760 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 752393478 · Whitley Penn, LLP PY 2024 · 401(k)
Whitley Penn 401(k) Profit Sharing Plan · $135M · 760 · 92nd
- PHOTO $135M
- IND 760
- EOY 92nd
- 5500 401(k)
- ASSETS near The Shorenstein 401(k) Tax Sheltered Savings Plan
- PCT ind #18851
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 Texas →
Whitley Penn 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | $22M |
| Employer EIN | 752393478 |
| Plan Effective Date | 1988-05-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whitley Penn, LLP)
Sponsor-wide plan assets over time
All Whitley Penn, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $135M 35.750413200460464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 642 | $99M |
| 2023 | 1 | 689 | $113M |
| 2024 | 1 | 760 | $135M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Whitley Penn 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is The Shorenstein 401(k) Tax Sheltered Savings Plan in CA ($135M); by covered participants it is Edwards Lifesciences (Puerto Rico) Corporation Retirement Savings Plan in PR (760 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($135M here).
- The Shorenstein 401(k) Tax Sheltered Savings Plan (CA) $135M · 233
- Emcore Corporation 401(k) Plan (CA) $135M · 346
- Hawthorn Medical Associates, LLC Profit Sharing Plan (MA) $135M · 151
- Success Academy Charter Schools Retirement Plan (NY) $135M · 2,358
Similar participant headcount
Nearest other-state filings by covered participants (760 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.