How big is White & Jorgensen's plan?

White & Jorgensen's plan reported $620K in assets and 4 participants for 2023.

Original filing (PDF)20241014140815NAL0013422003001

White & Jorgensen

Name: White & Jorgensen — White & Jorgensen 401(k) Profit, Form 5500 (2023)
Creator: White & Jorgensen
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White & Jorgensen 401(k) Profit Sharing Plan

401(k) retirement plan · White & Jorgensen's White & Jorgensen 401(k) Profit Sharing Plan held $620K in plan assets for 4 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$620K

Net assets (EOY)

$620K

People on this filing

Thomas White signed White & Jorgensen's 2023 Form 5500 as plan administrator.

Thomas White — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

White & Jorgensen's EIN is 47-0751820.

EIN 47-0751820

Plan number 001

Plan year 2023

ACK ID 20241014140815NAL0013422003001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for White & Jorgensen from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

White & Jorgensen's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITE & JORGENSEN.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score