Money Purchase · DOL Form 5500 · 2024
Whiteford, Taylor & Preston, L.L.P. Money Purchase Plan
Data updated 2026-08-06
- $129M
- Total assets
- 294
- Participants
- 92nd
- Percentile by assets
- $440,010
- Avg per participant
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.
- 92nd percentile by assets (of 116,472 plans)
- #18,243 in Professional & Technical Services (19,542 peers)
Coverage in Maryland
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust covers 294 participants in Maryland, about 30% of the average Maryland filer (state average ~971 per filing). Assets: $129M.
- $129M
- total plan assets (2024 EOY)
- 294
- covered participants
- 92nd
- percentile by assets (of 116,472 plans)
- $440,010
- avg assets per participant
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.
Participants vs Maryland filers
In Maryland, the average filing covers about 971 participants across 2,307 plans. Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust reports 294 participants - about 30% of that state average ($129M EOY assets).
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.)
| 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.
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Maryland, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust by total assets, not by location.
- Amundi US, Inc. Retirement Benefit Plan (MA) $130M · 379
- Hawaii Masons and Plasterers Annuity Plan (HI) $127M · 1,143
- Bloodworks Northwest Retirement Plan (WA) $127M · 755
- First Hawaiian, Inc. Future Plan (HI) $127M · 1,815
Frequently Asked Questions
How did Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust assets move in 2024? ▼
How have Whiteford, Taylor & Preston, L.L.P. plan assets changed over time? ▼
Where does Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust? ▼
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Filing takeaways
Ways to act on Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust's numbers.
- By total assets, Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Maryland. Compare plans
- Whiteford, Taylor & Preston, L.L.P.'s sponsor-wide assets have grown 26.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans