401(k) · DOL Form 5500 · 2024

Worth Higgins & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
168
Participants Small participant base
66th
Percentile by assets National rank
$94,973
Avg per participant Below avg balance/head
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Official DOL plan name: Wha Plan for Living 401(k) and Trust · Sponsored by Worth Higgins & Associates, Inc. · Virginia · Manufacturing

$16M in assets, 168 participants

Worth Higgins & Associates, Inc.'s Wha Plan for Living 401(k) and Trust reported $16M in total assets and 168 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.

  • #9,608 in Manufacturing (17,777 peers)

Coverage in Virginia

Wha Plan for Living 401(k) and Trust covers 168 participants in Virginia, about 21% of the average Virginia filer (state average ~782 per filing). Assets: $16M.

#9,608
in Manufacturing (17,777 peers)
+11.2%
assets growth YoY

Wha Plan for Living 401(k) and Trust's mid-pack asset rank among Manufacturing and all filers

Wha Plan for Living 401(k) and Trust vs every filed plan by assets

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

$15,955,412 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

Wha Plan for Living 401(k) and Trust 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. Wha Plan for Living 401(k) and Trust sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wha Plan for Living 401(k) and Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wha Plan for Living 401(k) and Trust end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Wha Plan for Living 401(k) and Trust reported participants fell from 172 in the plan year 2023 filing to 168 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 540880197 · Worth Higgins & Associates, Inc. PY 2024 · 401(k)

Wha Plan for Living 401(k) and Trust · $16M · 168 · 66th

  • ASSETS $16M
  • ASSETS 168
  • ASSETS 66th
  • ASSETS 401(k)
  • ASSETS near The Lenders Protection Employee 401(k) Plan
  • ASSETS ind #9608

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 Manufacturing retirement plans → · Plans in Virginia →

Wha Plan for Living 401(k) and Trust in the asset neighbourhood

Wha Plan for Living 401(k) and TrustWha Plan for Living 401(k) a…$16MThe Lenders Protection Employee 401(k) PlanThe Lenders Protection Emplo…$16MMortgage Connect LP 401(k) Profit Sharing PlanMortgage Connect LP 401(k) P…$16MMetagenomi Retirement Plan$16MCogir Management USA, Inc. 401(k) Plan and TrustCogir Management USA, Inc. 4…$16M
End-of-year total assets ($M) among Wha Plan for Living 401(k) and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN540880197
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worth Higgins & Associates, Inc.)

Sponsor-wide plan assets over time

All Worth Higgins & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 23.241439582201316% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17M $21M ▲ +23.2%
Year Plans Participants Total Assets
2022 2 328 $17M
2023 2 325 $20M
2024 2 325 $21M

Nearby 401(k) Plans in Virginia

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

Wha Plan for Living 401(k) and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wha Plan for Living 401(k) and Trust, Total assets ($B): 0.015955412 · Participants: 168Wha Plan for Living 401(k) and TrustNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Wha Plan for Living 401(k) and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Wha Plan for Living 401(k) and Trust side-by-side with 3 peers →

Wha Plan for Living 401(k) and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The Lenders Protection Employee 401(k) Plan in TX ($16M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Wha Plan for Living 401(k) and Trust assets move in 2024? ▼
Wha Plan for Living 401(k) and Trust grew at a solid clip - up 11.2% during 2024, from $14M to $16M. Reported net income was $2M.
How have Worth Higgins & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worth Higgins & Associates, Inc.'s sponsor-wide assets grew 23.2%, from $17M to $21M.
Which 401(k) plans are similar in size to Wha Plan for Living 401(k) and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Lenders Protection Employee 401(k) Plan in TX ($16M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Wha Plan for Living 401(k) and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants, N/A 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 540880197.

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.