401(k) · DOL Form 5500 · 2023

Liebert Cassidy Whitmore 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
174
Participants Small participant base
87th
Percentile by assets National rank
$344,897
Avg per participant High balance/head
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Official DOL plan name: Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust · Sponsored by Liebert Cassidy Whitmore · California · Professional & Technical Services

$60M in assets, 174 participants

Liebert Cassidy Whitmore's Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust reported $60M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,975 in Professional & Technical Services (20,321 peers)

Coverage in California

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust covers 174 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $60M.

#17,975
in Professional & Technical Services (20,321 peers)
+24.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust's outsized position by total assets

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$60,012,057 Top 13% higher than 87% of 127,068 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 2023

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust reported net income rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust end-of-year assets rose from $48M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust reported participants rose from 168 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953658973 · Liebert Cassidy Whitmore PY 2023 · 401(k)

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust · $60M · 174 · 87th

  • 5500 $60M
  • ASSETS 174
  • PCT 87th
  • EIN 401(k)
  • RANK near Kravet Inc. 401(k) Savings and Profit Sharing Plan
  • PHOTO ind #17975

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 →

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust in the asset neighbourhood

International Union of Operating Engineers Local 324 Retirement Trust FundInternational Union of Opera…$60MUap Clinic Retirement Plan$60MLiebert Cassidy Whitmore Profit Sharing/401(k) Plan and TrustLiebert Cassidy Whitmore Pro…$60MKravet Inc. 401(k) Savings and Profit Sharing PlanKravet Inc. 401(k) Savings a…$60MSid Peterson Memorial Hospital 401(k) Savings and Profit Sharing PlanSid Peterson Memorial Hospit…$60M
End-of-year total assets ($M) among Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$60M
Net Income$12M
Employer EIN953658973
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liebert Cassidy Whitmore)

Sponsor-wide plan assets over time

All Liebert Cassidy Whitmore plans reported in each filing year

Latest sponsor-wide plan assets
$68M 41.29590246205107% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $48.1M $68M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 168 $48M
2023 1 174 $60M
2024 1 195 $68M

Nearby 401(k) Plans in California

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

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust, Total assets ($B): 0.060012057 · Participants: 174Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust side-by-side with 3 peers →

Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kravet Inc. 401(k) Savings and Profit Sharing Plan in NY ($60M); by covered participants it is Husky Corporation 401(k) Plan in MO (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust assets move in 2023? ▼
Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust grew sharply - up 24.7% during 2023, from $48M to $60M. Reported net income was $12M.
How have Liebert Cassidy Whitmore plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liebert Cassidy Whitmore's sponsor-wide assets grew 41.3%, from $48M to $68M.
Where does Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kravet Inc. 401(k) Savings and Profit Sharing Plan in NY ($60M, 706 participants).
Which 401(k) plans cover a similar participant headcount to Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Husky Corporation 401(k) Plan in MO (174 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953658973.

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.