401(k) · DOL Form 5500 · 2024

Staggers, Heare & Whiteman, P.a. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
32
Participants Small participant base
48th
Percentile by assets National rank
$216,792
Avg per participant Above avg balance/head
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Official DOL plan name: Staggers, Heare & Whiteman, P.a. 401(k) Plan · Sponsored by Staggers, Heare & Whiteman, P.a. · Maryland · Healthcare & Social Assistance

$7M in assets, 32 participants

Staggers, Heare & Whiteman, P.a.'s Staggers, Heare & Whiteman, P.a. 401(k) Plan reported $7M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,920 in Healthcare & Social Assistance (16,916 peers)

Staggers, Heare & Whiteman, P.a. multi-year trail

Staggers, Heare & Whiteman, P.a.'s plans moved +45.5% in assets from 2022 to 2024; this filing shows Staggers, Heare & Whiteman, P.a. 401(k) Plan at $7M / 32 participants.

#8,920
in Healthcare & Social Assistance (16,916 peers)
+18.2%
assets growth YoY

Staggers, Heare & Whiteman, P.a. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Staggers, Heare & Whiteman, P.a. 401(k) Plan vs every filed plan by assets

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

$6,937,341 48th percentile higher than 48% 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

Staggers, Heare & Whiteman, P.a. 401(k) 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. Staggers, Heare & Whiteman, P.a. 401(k) Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Staggers, Heare & Whiteman, P.a. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Staggers, Heare & Whiteman, P.a. 401(k) Plan reported participants fell from 33 in the plan year 2023 filing to 32 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521572164 · Staggers, Heare & Whiteman, P.a. PY 2024 · 401(k)

Staggers, Heare & Whiteman, P.a. 401(k) Plan · $7M · 32 · 48th

  • IND $7M
  • EOY 32
  • 5500 48th
  • ASSETS 401(k)
  • PCT near Ecc 401(k) Profit Sharing Plan
  • EIN ind #8920

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Staggers, Heare & Whiteman, P.a. 401(k) Plan in the asset neighbourhood

Staggers, Heare & Whiteman, P.a. 401(k) PlanStaggers, Heare & Whiteman, …$7MEcc 401(k) Profit Sharing PlanEcc 401(k) Profit Sharing Pl…$7MGeneral Dentistry for Children and Teenagers 401(k) Profit Sharing PlanGeneral Dentistry for Childr…$7MBeck Auto Sales, Inc. 401(k) PlanBeck Auto Sales, Inc. 401(k)…$7MGreen Lawn Fertilizing, LLC 401(k) Retirement PlanGreen Lawn Fertilizing, LLC …$7M
End-of-year total assets ($M) among Staggers, Heare & Whiteman, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Staggers, Heare & Whiteman, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Staggers, Heare & Whiteman, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.474247479856466% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.77M $6.94M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 30 $5M
2023 1 33 $6M
2024 1 32 $7M

Staggers, Heare & Whiteman, P.a. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN521572164
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Staggers, Heare & Whiteman, P.a. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Staggers, Heare & Whiteman, P.a. 401(k) Plan, Total assets ($B): 0.006937341 · Participants: 32Staggers, Heare & Whiteman, P.a. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Staggers, Heare & Whiteman, P.a. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Staggers, Heare & Whiteman, P.a. 401(k) Plan side-by-side with 3 peers →

Staggers, Heare & Whiteman, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Ecc 401(k) Profit Sharing Plan in AK ($7M); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Staggers, Heare & Whiteman, P.a. 401(k) Plan assets move in 2024? ▼
Staggers, Heare & Whiteman, P.a. 401(k) Plan grew sharply - up 18.2% during 2024, from $6M to $7M. Reported net income was $1M.
How have Staggers, Heare & Whiteman, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Staggers, Heare & Whiteman, P.a.'s sponsor-wide assets grew 45.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Staggers, Heare & Whiteman, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ecc 401(k) Profit Sharing Plan in AK ($7M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Staggers, Heare & Whiteman, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 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 521572164.

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.