401(k) · DOL Form 5500 · 2024
The Whitestone Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 331
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $16,618
- Avg per participant Low balance/head
Official DOL plan name: Whitestone Group 401(k) Plan · Sponsored by The Whitestone Group, Inc. · Ohio · Construction
$6M in assets, 331 participants
The Whitestone Group, Inc.'s Whitestone Group 401(k) Plan reported $6M in total assets and 331 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #3,826 in Construction (9,039 peers)
Coverage in Ohio
Whitestone Group 401(k) Plan covers 331 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $6M.
- #3,826
- in Construction (9,039 peers)
- +19.9%
- assets growth YoY
Whitestone Group 401(k) Plan's mid-pack asset rank among Construction and all filers
Whitestone Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,500,673 44th percentile higher than 44% 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
Whitestone Group 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. Whitestone Group 401(k) Plan sits mid-pack in the medium band (331 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whitestone Group 401(k) Plan reported participants rose from 130 in the plan year 2023 filing to 331 in the plan year 2024 filing.
- Whitestone Group 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $913K in the plan year 2024 filing.
- Whitestone Group 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 341941099 · The Whitestone Group, Inc. PY 2024 · 401(k)
Whitestone Group 401(k) Plan · $6M · 331 · 44th
- ASSETS $6M
- ASSETS 331
- ASSETS 44th
- ASSETS 401(k)
- ASSETS near Sorensen, Vance & Company, P.C. 401(k) Profit Sharing Plan
- ASSETS ind #3826
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 Construction retirement plans → · Plans in Ohio →
Whitestone Group 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $913K |
| Employer EIN | 341941099 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Whitestone Group, Inc.)
Sponsor-wide plan assets over time
All The Whitestone Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 61.67014214945017% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $3M |
| 2023 | 1 | 130 | $5M |
| 2024 | 1 | 331 | $6M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Whitestone Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Sorensen, Vance & Company, P.C. 401(k) Profit Sharing Plan in UT ($6M); by covered participants it is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (331 participants); asset peers above are excluded.
- F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan (VA) 331 · 0 off
- 401(k) Plan as Adopted by Westfield Bank (MA) 331 · 0 off
- Medical Data Systems, Inc. 401(k) Plan (FL) 331 · 0 off
- Franklin Mint Federal Credit Union 401(k) (PA) 331 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.