401(k) · DOL Form 5500 · 2024
Whiteman Osterman & Hanna LLP 401(k) Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 160
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $655,021
- Avg per participant High balance/head
Official DOL plan name: Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan · Sponsored by Whiteman Osterman & Hanna LLP · New York · Professional & Technical Services
$105M in assets, 160 participants
Whiteman Osterman & Hanna LLP's Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan reported $105M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #18,545 in Professional & Technical Services (20,173 peers)
Coverage in New York
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan covers 160 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $105M.
- #18,545
- in Professional & Technical Services (20,173 peers)
- +11.4%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan's outsized position by total assets
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$104,803,338 Top 9% higher than 91% 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
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) 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. Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan end-of-year assets rose from $94M in the plan year 2023 filing to $105M in the plan year 2024 filing.
- Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan reported participants fell from 162 in the plan year 2023 filing to 160 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 141564599 · Whiteman Osterman & Hanna LLP PY 2024 · 401(k)
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan · $105M · 160 · 91st
- SCH $105M
- EBSA 160
- PART 91st
- TYPE 401(k)
- NET near Legacy Healthcare 401(k) Retirement Plan
- BOOK ind #18545
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 York →
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $11M |
| Employer EIN | 141564599 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whiteman Osterman & Hanna LLP)
Sponsor-wide plan assets over time
All Whiteman Osterman & Hanna LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 35.938477553627386% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $77M |
| 2023 | 1 | 162 | $94M |
| 2024 | 1 | 160 | $105M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Legacy Healthcare 401(k) Retirement Plan in IL ($105M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- Legacy Healthcare 401(k) Retirement Plan (IL) $105M · 5,898
- White River Health System 401(k) Plan (AR) $105M · 1,609
- Plumbers & Pipefitters Local #25 401(k) Plan (IL) $105M · 1,549
- Beyondtrust Corporation 401(k) Plan (MS) $105M · 731
Similar participant headcount
Nearest other-state filings by covered participants (160 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.