Money Purchase · DOL Form 5500 · 2024
Whiteford, Taylor & Preston, L.L.P. Money Purchase Plan
Data updated 2026-08-25
- $129M
- Total assets Near avg plan size
- 294
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $440,010
- Avg per participant High balance/head
Official DOL plan name: Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust · Sponsored by Whiteford, Taylor & Preston, L.L.P. · Maryland · Professional & Technical Services
$129M in assets, 294 participants
Whiteford, Taylor & Preston, L.L.P.'s Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust reported $129M in total assets and 294 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.
- #18,809 in Professional & Technical Services (20,173 peers)
Coverage in Maryland
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust covers 294 participants in Maryland, about 32% of the average Maryland filer (state average ~929 per filing). Assets: $129M.
- #18,809
- in Professional & Technical Services (20,173 peers)
- +8.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust's outsized position by total assets
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$129,363,058 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
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust 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. Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust sits mid-pack in the medium band (294 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust reported net income fell from $18M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust end-of-year assets rose from $119M in the plan year 2023 filing to $129M in the plan year 2024 filing.
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust reported participants rose from 280 in the plan year 2023 filing to 294 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 520619214 · Whiteford, Taylor & Preston, L.L.P. PY 2024 · Money Purchase
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust · $129M · 294 · 92nd
- EOY $129M
- 5500 294
- ASSETS 92nd
- PCT Money Purchase
- EIN near Michigan Laborers' Annuity Fund
- RANK ind #18809
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 Maryland →
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $129M |
| Net Income | $10M |
| Employer EIN | 520619214 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whiteford, Taylor & Preston, L.L.P.)
Sponsor-wide plan assets over time
All Whiteford, Taylor & Preston, L.L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 25.977239897217263% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 539 | $190M |
| 2023 | 2 | 568 | $225M |
| 2024 | 2 | 592 | $239M |
Nearby Money Purchase Plans in Maryland
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $18.1B · 86,141
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $3.0B · 8,190
- Meba Pension Trust-Money Purchase Benefit Plan $306M · 2,964
- Seafarers Money Purchase Pension Plan $168M · 8,583
- Defined Contribution Plan for the Employees of the American Institute of Physics $141M · 222
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is Michigan Laborers' Annuity Fund in MI ($129M); by covered participants it is Operating Eng. Local 474 Defined Contribution in TN (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($129M here).
- Michigan Laborers' Annuity Fund (MI) $129M · 4,355
- The Connell Company Retirement Plan (NJ) $130M · 143
- Amundi US, Inc. Retirement Benefit Plan (MA) $130M · 379
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust (IN) $128M · 1,457
Similar participant headcount
Nearest other-state filings by covered participants (294 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.