401(k) · DOL Form 5500 · 2022

Werber Management, Inc. 401(k) Plan

Data updated 2026-08-25

$521K
Total assets Small plan by assets
29
Participants Small participant base
19th
Percentile by assets National rank
$17,976
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wm 401(k) Plan · Sponsored by Werber Management, Inc. · New York · Real Estate

$521K in assets, 29 participants

Werber Management, Inc.'s Wm 401(k) Plan reported $521K in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,609 in Real Estate (5,057 peers)

Werber Management, Inc. multi-year trail

Werber Management, Inc.'s plans moved +153.2% in assets from 2022 to 2024; this filing shows Wm 401(k) Plan at $521K / 29 participants.

#1,609
in Real Estate (5,057 peers)
+113.1%
assets growth YoY

Wm 401(k) Plan among the smaller filed plans by assets

Wm 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$521,291 19th percentile higher than 19% of 139,123 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 2022

Wm 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wm 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 112233991 · Werber Management, Inc. PY 2022 · 401(k)

Wm 401(k) Plan · $521K · 29 · 19th

  • SCH $521K
  • SCH 29
  • SCH 19th
  • SCH 401(k)
  • SCH near Lindig Trucking 401(k) Retirement Plan
  • SCH ind #1609

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 Real Estate retirement plans → · Plans in New York →

Wm 401(k) Plan in the asset neighbourhood

Wm 401(k) Plan$521KLindig Trucking 401(k) Retirement PlanLindig Trucking 401(k) Retir…$521KJc Squared Inc 401(k) Plan$521KBlackberry Cove, Inc. 401(k) Profit Sharing PlanBlackberry Cove, Inc. 401(k)…$521KEj Mechanical, Inc. 401(k) Profit Sharing PlanEj Mechanical, Inc. 401(k) P…$521K
End-of-year total assets ($M) among Wm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Werber Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Werber Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 153.17759178654532% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.52M $1.32M ▲ +153.8%
Year Plans Participants Total Assets
2022 1 29 $521K
2023 1 29 $969K
2024 1 24 $1M

Werber Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$245K
Net Assets (End of Year)$521K
Net Income$277K
Employer EIN112233991
Plan Effective Date2020-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Wm 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wm 401(k) Plan, Total assets ($B): 0.000521291 · Participants: 29Wm 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Wm 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Wm 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lindig Trucking 401(k) Retirement Plan in TX ($521K); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($521K here).

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wm 401(k) Plan assets move in 2022?
Wm 401(k) Plan surged - up 113.1% during 2022, from $245K to $521K. Reported net income was $277K.
How have Werber Management, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Werber Management, Inc.'s sponsor-wide assets grew 153.2%, from $521K to $1M.
Where does Wm 401(k) Plan rank by assets among Form 5500 filers?
Wm 401(k) Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wm 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lindig Trucking 401(k) Retirement Plan in TX ($521K, 114 participants).
Which 401(k) plans cover a similar participant headcount to Wm 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M in assets).