Defined Benefit (Pension) · DOL Form 5500 · 2024

White Hart, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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Official DOL plan name: White Hart, Inc. Defined Benefit Pension Plan · Sponsored by White Hart, Inc. · California · Finance & Insurance

$5M in assets, 2 participants

White Hart, Inc.'s White Hart, Inc. Defined Benefit Pension Plan reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,443 in Finance & Insurance (8,549 peers)

White Hart, Inc. multi-year trail

White Hart, Inc.'s plans moved +21.0% in assets from 2022 to 2024; this filing shows White Hart, Inc. Defined Benefit Pension Plan at $5M / 2 participants.

#2,443
in Finance & Insurance (8,549 peers)
+2.9%
assets growth YoY

White Hart, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

White Hart, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$5,111,139 42nd percentile higher than 42% 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 Hart, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. White Hart, Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • White Hart, Inc. Defined Benefit Pension Plan reported net income fell from $740K in the plan year 2023 filing to $146K in the plan year 2024 filing.
  • White Hart, Inc. Defined Benefit Pension Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 770457035 · White Hart, Inc. PY 2024 · Defined Benefit (Pension)

White Hart, Inc. Defined Benefit Pension Plan · $5M · 2 · 42nd

  • NET $5M
  • NET 2
  • NET 42nd
  • NET Defined Benefit (Pension)
  • NET near Boston Newspaper Retirement Fund
  • NET ind #2443

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 Finance & Insurance retirement plans → · Plans in California →

White Hart, Inc. Defined Benefit Pension Plan in the asset neighbourhood

White Hart, Inc. Defined Benefit Pension PlanWhite Hart, Inc. Defined Ben…$5MBoston Newspaper Retirement FundBoston Newspaper Retirement …$5MMomentum Technologies, Inc. Pension PlanMomentum Technologies, Inc. …$5MPension Plan for Hourly Employees of Cloverdale Employing UnitPension Plan for Hourly Empl…$5MCement Masons Local 783 Pension TrustCement Masons Local 783 Pens…$5M
End-of-year total assets ($M) among White Hart, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

White Hart, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All White Hart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.96932347775335% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.23M $5.11M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $5M

White Hart, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$146K
Employer EIN770457035
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

White Hart, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants White Hart, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.005111139 · Participants: 2White Hart, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
White Hart, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare White Hart, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

White Hart, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Boston Newspaper Retirement Fund in NY ($5M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Hart, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
White Hart, Inc. Defined Benefit Pension Plan edged up modestly - up 2.9% during 2024, from $5M to $5M. Reported net income was $146K.
How have White Hart, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White Hart, Inc.'s sponsor-wide assets grew 21.0%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to White Hart, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Boston Newspaper Retirement Fund in NY ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to White Hart, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 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 770457035.

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.