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Benchmarking Whitney, Bradley & Brown, Inc. 401(K) Plan & Trust in Reston, VA against all plans

 

Of the 66 plans that have at most $101.40M in total assets, Whitney, Bradley & Brown, Inc. 401(K) Plan & Trust in Reston, VA is one of just 10 that are worse than the overall participant averages in each of average account balance, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (4 total).

Whitney, Bradley & Brown, Inc. 401(K) Plan & Trust has these nationwide comparisons, plus standings among those 66 plans:

  • net income per active participant = $43,196 (12th-highest)
    the nationwide average is -$21,240

  • average account balance = $84,925 (32nd-lowest)
    the nationwide average is $143,185

  • average participant cash contribution per active participant = $9,655 (18th-highest)
    the nationwide average is $16,887

  • average employer cash contribution per active participant = $2,077 (25th-lowest)
    the nationwide average is $9,672

  • total administrative expense per participant = $122.71 (19th-highest)
    the nationwide average is $121.15

Visualize

 
 

Peers

Whitney, Bradley & Brown, Inc. 401(K) Plan & Trust in Reston, VA ($101.40M), with Atlanta Women's Health Group, P.C. 401(K) Retirement Plan in Atlanta, GA ($101.40M), Spartech LLC 401(K) Savings & Investment Plan in St. Louis, MO ($101.30M), Summit Orthopedics, Ltd. 401(K) Profit Sharing Plan in Woodbury, MN ($100.80M), and Capital Region Medical Center 401(K) Profit Sharing Plan in Jefferson City, MO ($100.70M), and 5 others, ending with Titan International, Inc. Employees' Retirement Sa in West Chicago, IL ($100.00M).

References

  1. total assets. At end of plan year. Line 1f of Schedule H. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. are worse than the overall participant averages in. Smaller sets are better. (1) The average nationwide value of net income per active participant is -$21,240, so worse is below that. Average net income per active participant equals net income, Line 2k from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (2) The average nationwide value of average account balance is $143,185, so worse is below that. Average account balance equals total assets, in Line 1f of Schedule H, divided by total participants, in Line 6f of Form 5500. (3) The average nationwide value of active-participant contributions per head (average participant cash contribution per active participant) is $16,887, so worse is below that. Average participant cash contribution per active participant equals cash contributions from participants, Line 2a(1)(B) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (4) The average nationwide value of employer contributions per active participant (average employer cash contribution per active participant) is $9,672, so worse is below that. Average employer cash contribution per active participant equals cash contributions from employers, Line 2a(1)(A) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (5) The average nationwide value of total administrative expense per participant is $121.15, so worse is above that. Total administrative expense per participant is a ratio that equals total administrative expenses (Line 2i(5), Schedule H) divided by the sum of active, retired, or separated participants who are still living, plus deceased participants whose beneficiaries receive or are entitled to benefits (Line 6f of Form 5500). Some comparison measures have prerequisites that must be satisfied in order to keep their numeric values, otherwise their value becomes N/A. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.