401(k) · DOL Form 5500 · 2024

Whitestone Associates Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
102
Participants Small participant base
62nd
Percentile by assets National rank
$127,957
Avg per participant Near avg balance/head
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Official DOL plan name: Whitestone Associates Inc. 401(k) / Profit Sharing Plan · Sponsored by Whitestone Associates Inc. · New Jersey · Professional & Technical Services

$13M in assets, 102 participants

Whitestone Associates Inc.'s Whitestone Associates Inc. 401(k) / Profit Sharing Plan reported $13M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,177 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Whitestone Associates Inc. 401(k) / Profit Sharing Plan covers 102 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $13M.

#12,177
in Professional & Technical Services (20,173 peers)
+19.3%
assets growth YoY

Whitestone Associates Inc. 401(k) / Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Whitestone Associates Inc. 401(k) / Profit Sharing Plan vs every filed plan by assets

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

$13,051,595 Top 38% higher than 62% 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 Associates Inc. 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. Whitestone Associates Inc. 401(k) / Profit Sharing Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitestone Associates Inc. 401(k) / Profit Sharing Plan reported participants rose from 85 in the plan year 2023 filing to 102 in the plan year 2024 filing.
  • Whitestone Associates Inc. 401(k) / Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Whitestone Associates Inc. 401(k) / Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 223017612 · Whitestone Associates Inc. PY 2024 · 401(k)

Whitestone Associates Inc. 401(k) / Profit Sharing Plan · $13M · 102 · 62nd

  • BOOK $13M
  • VS-ST 102
  • BOY 62nd
  • SCH 401(k)
  • EBSA near Continental Management 401(k) Plan
  • PART ind #12177

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 New Jersey →

Whitestone Associates Inc. 401(k) / Profit Sharing Plan in the asset neighbourhood

Whitestone Associates Inc. 401(k) / Profit Sharing PlanWhitestone Associates Inc. 4…$13MContinental Management 401(k) PlanContinental Management 401(k…$13MKen Grody Ford 401(k) Profit Sharing PlanKen Grody Ford 401(k) Profit…$13MZp Group Plan B$13MOrion Federal Credit Union 401(k) PlanOrion Federal Credit Union 4…$13M
End-of-year total assets ($M) among Whitestone Associates Inc. 401(k) / Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN223017612
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitestone Associates Inc.)

Sponsor-wide plan assets over time

All Whitestone Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 54.78955225863133% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.43M $13.1M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 68 $8M
2023 1 85 $11M
2024 1 102 $13M

Nearby 401(k) Plans in New Jersey

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

Whitestone Associates Inc. 401(k) / Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Whitestone Associates Inc. 401(k) / Profit Sharing Plan, Total assets ($B): 0.013051595 · Participants: 102Whitestone Associates Inc. 401(k) / Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Whitestone Associates Inc. 401(k) / Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Whitestone Associates Inc. 401(k) / Profit Sharing Plan side-by-side with 3 peers →

Whitestone Associates Inc. 401(k) / Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Continental Management 401(k) Plan in MI ($13M); by covered participants it is U.S. Paint Employees Retirement Plan in MO (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Associates Inc. 401(k) / Profit Sharing Plan assets move in 2024? ▼
Whitestone Associates Inc. 401(k) / Profit Sharing Plan grew sharply - up 19.3% during 2024, from $11M to $13M. Reported net income was $2M.
How have Whitestone Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitestone Associates Inc.'s sponsor-wide assets grew 54.8%, from $8M to $13M.
Which 401(k) plans are similar in size to Whitestone Associates Inc. 401(k) / Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Continental Management 401(k) Plan in MI ($13M, 415 participants).
Which 401(k) plans cover a similar participant headcount to Whitestone Associates Inc. 401(k) / Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is U.S. Paint Employees Retirement Plan in MO (102 participants, $14M 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 223017612.

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.