401(k) · DOL Form 5500 · 2024

Haskell & White, LLP 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
90
Participants Small participant base
72nd
Percentile by assets National rank
$240,387
Avg per participant Above avg balance/head
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Official DOL plan name: Haskell & White 401(k) Tax-Sheltered Savings Plan · Sponsored by Haskell & White, LLP · California · Professional & Technical Services

$22M in assets, 90 participants

Haskell & White, LLP's Haskell & White 401(k) Tax-Sheltered Savings Plan reported $22M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,353 in Professional & Technical Services (20,173 peers)

Haskell & White, LLP multi-year trail

Haskell & White, LLP's plans moved +47.9% in assets from 2022 to 2024; this filing shows Haskell & White 401(k) Tax-Sheltered Savings Plan at $22M / 90 participants.

#14,353
in Professional & Technical Services (20,173 peers)
+20.5%
assets growth YoY

Haskell & White 401(k) Tax-Sheltered Savings Plan's outsized position by total assets

Haskell & White 401(k) Tax-Sheltered Savings Plan vs every filed plan by assets

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

$21,634,861 Top 28% higher than 72% 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

Haskell & White 401(k) Tax-Sheltered Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haskell & White 401(k) Tax-Sheltered Savings Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Haskell & White 401(k) Tax-Sheltered Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Haskell & White 401(k) Tax-Sheltered Savings Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Haskell & White 401(k) Tax-Sheltered Savings Plan reported participants rose from 86 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330310569 · Haskell & White, LLP PY 2024 · 401(k)

Haskell & White 401(k) Tax-Sheltered Savings Plan · $22M · 90 · 72nd

  • IND $22M
  • EOY 90
  • 5500 72nd
  • ASSETS 401(k)
  • PCT near Phillips Companies 401(k) Profit Sharing Plan
  • EIN ind #14353

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 California →

Haskell & White 401(k) Tax-Sheltered Savings Plan in the asset neighbourhood

Critical Care, Pulmonary and Sleep Associates, Professional LLP 401(k) Profit Sharing PlanCritical Care, Pulmonary and…$22MSunsouth LLC 401(k) Plan$22MHaskell & White 401(k) Tax-Sheltered Savings PlanHaskell & White 401(k) Tax-S…$22MPhillips Companies 401(k) Profit Sharing PlanPhillips Companies 401(k) Pr…$22MTremec Corporation 401(k) PlanTremec Corporation 401(k) Pl…$22M
End-of-year total assets ($M) among Haskell & White 401(k) Tax-Sheltered Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Haskell & White, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Haskell & White, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$22M 47.89933401462487% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.6M $21.6M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 74 $15M
2023 1 86 $18M
2024 1 90 $22M

Haskell & White, LLP filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN330310569
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Haskell & White 401(k) Tax-Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Haskell & White 401(k) Tax-Sheltered Savings Plan, Total assets ($B): 0.021634861 · Participants: 90Haskell & White 401(k) Tax-Sheltered Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Haskell & White 401(k) Tax-Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Haskell & White 401(k) Tax-Sheltered Savings Plan side-by-side with 3 peers →

Haskell & White 401(k) Tax-Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Phillips Companies 401(k) Profit Sharing Plan in OH ($22M); by covered participants it is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Haskell & White 401(k) Tax-Sheltered Savings Plan assets move in 2024? ▼
Haskell & White 401(k) Tax-Sheltered Savings Plan grew sharply - up 20.5% during 2024, from $18M to $22M. Reported net income was $4M.
How have Haskell & White, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haskell & White, LLP's sponsor-wide assets grew 47.9%, from $15M to $22M.
Which 401(k) plans are similar in size to Haskell & White 401(k) Tax-Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phillips Companies 401(k) Profit Sharing Plan in OH ($22M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Haskell & White 401(k) Tax-Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants, $299K 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 330310569.

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.