401(k) · DOL Form 5500 · 2024
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Plan
Data updated 2026-08-11
- $16M
- Total assets
- 75
- Participants
- 66th
- Percentile by assets
- $219,415
- Avg per participant
Official DOL plan name: White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan · Sponsored by White, Zuckerman, Warsavsky, Luna & Hunt, LLP · California · Professional & Technical Services
$16M in assets, 75 participants
White, Zuckerman, Warsavsky, Luna & Hunt, LLP's White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan reported $16M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 123,622 plans)
- #13,203 in Professional & Technical Services (20,173 peers)
White, Zuckerman, Warsavsky, Luna & Hunt, LLP multi-year trail
White, Zuckerman, Warsavsky, Luna & Hunt, LLP's plans moved +32.1% in assets from 2022 to 2024; this filing shows White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan at $16M / 75 participants.
- $16M
- total plan assets (2024 EOY)
- 75
- covered participants
- 66th
- percentile by assets (of 123,622 plans)
- $219,415
- avg assets per participant
Where White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan sits by total assets
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,456,129 Top 34% higher than 66% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
White, Zuckerman, Warsavsky, Luna & Hunt, LLP across 3 plan years on file
Across the 3 plan years White, Zuckerman, Warsavsky, Luna & Hunt, LLP has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $16M, a gain of 32.1%, while reported participants moved from 69 to 75 (+8.7%). Peak year by sponsor assets: 2024 ($16M); trough: 2022 ($12M).
White, Zuckerman, Warsavsky, Luna & Hunt, LLP multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $12M |
| 2023 | 1 | 75 | $14M |
| 2024 | 1 | 75 | $16M |
White, Zuckerman, Warsavsky, Luna & Hunt, LLP filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 954115549 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
How have White, Zuckerman, Warsavsky, Luna & Hunt, LLP plan assets changed over time? ▼
Which 401(k) plans are similar in size to White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan? ▼
Next read for White, Zuckerman, Warsavsky, Luna & Hunt…
Multi-year trail
Ways to act on White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan's numbers.
- By total assets, White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- White, Zuckerman, Warsavsky, Luna & Hunt, LLP's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans