401(k) · DOL Form 5500 · 2024

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
75
Participants Small participant base
66th
Percentile by assets National rank
$219,415
Avg per participant Above avg balance/head
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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.

  • #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.

#13,203
in Professional & Technical Services (20,173 peers)
+18.2%
assets growth YoY

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing 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. White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan is a small filing (75 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954115549 · White, Zuckerman, Warsavsky, Luna & Hunt, LLP PY 2024 · 401(k)

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan · $16M · 75 · 66th

  • BOY $16M
  • SCH 75
  • EBSA 66th
  • PART 401(k)
  • TYPE near Icp Inc. Employees Retirement Savings Plan
  • NET ind #13203

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 →

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing PlanWhite, Zuckerman, Warsavsky,…$16MIcp Inc. Employees Retirement Savings PlanIcp Inc. Employees Retiremen…$16MNippon Shokubai America Industries, Inc. Retirement and 401(k) Savings PlanNippon Shokubai America Indu…$16MNorthwest Center 401(k) Plan$16MWashington Fruit Retirement Savings PlanWashington Fruit Retirement …$16M
End-of-year total assets ($M) among White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

White, Zuckerman, Warsavsky, Luna & Hunt, LLP multi-year asset trail

Sponsor-wide plan assets over time

All White, Zuckerman, Warsavsky, Luna & Hunt, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 32.117117663196% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.5M $16.5M ▲ +32.1%
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 EIN954115549
Plan Effective Date1996-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.016456129 · Participants: 75White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing 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
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Icp Inc. Employees Retirement Savings Plan in WI ($16M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan grew sharply - up 18.2% during 2024, from $14M to $16M. Reported net income was $3M.
How have White, Zuckerman, Warsavsky, Luna & Hunt, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White, Zuckerman, Warsavsky, Luna & Hunt, LLP's sponsor-wide assets grew 32.1%, from $12M to $16M.
Which 401(k) plans are similar in size to White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Icp Inc. Employees Retirement Savings Plan in WI ($16M, 137 participants).
Which 401(k) plans cover a similar participant headcount to White, Zuckerman, Warsavsky, Luna & Hunt, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peppers Automotive Group 401(k) Plan in TN (75 participants, $2M 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 954115549.

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.