401(k) · DOL Form 5500 · 2024
Liebert Cassidy Whitmore 401(k) Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 195
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $348,630
- Avg per participant High balance/head
Official DOL plan name: Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust · Sponsored by Liebert Cassidy Whitmore · California · Professional & Technical Services
$68M in assets, 195 participants
Liebert Cassidy Whitmore's Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust reported $68M in total assets and 195 participants in its 2024 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.
- #17,816 in Professional & Technical Services (20,173 peers)
Coverage in California
Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust covers 195 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $68M.
- #17,816
- in Professional & Technical Services (20,173 peers)
- +13.3%
- assets growth YoY
- 0.7×
- 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 2024 · DOL Form 5500
$67,982,924 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Liebert Cassidy Whitmore Profit Sharing/401(k) Plan 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. Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust end-of-year assets rose from $60M in the plan year 2023 filing to $68M in the plan year 2024 filing.
- Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust reported participants rose from 174 in the plan year 2023 filing to 195 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 953658973 · Liebert Cassidy Whitmore PY 2024 · 401(k)
Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust · $68M · 195 · 87th
- RANK $68M
- RANK 195
- RANK 87th
- RANK 401(k)
- RANK near Everside Health Retirement Plan
- RANK ind #17816
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
California filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $8M |
| Employer EIN | 953658973 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING 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
| 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.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
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 Everside Health Retirement Plan in CO ($68M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- Everside Health Retirement Plan (CO) $68M · 1,526
- Universal Electronics, Inc. 401(k) and Profit Sharing Plan (AZ) $68M · 189
- Rmf Engineering, Inc. 401(k) Plan (MD) $68M · 281
- Virginia Cancer Institute, Inc. Retirement Plan (VA) $68M · 298
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Greenhill & Co., Inc. 401(k) Profit Sharing Plan (NY) 195 · 0 off
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 195 · 0 off
- Pesi, Inc. Retirement Trust (WI) 195 · 0 off
- On Q Financial 401(k) Plan (AZ) 195 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.