Profit Sharing · DOL Form 5500 · 2022

Weissberg & Speller, C.P.A's., P.C. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
46th
Percentile by assets National rank
$986,986
Avg per participant High balance/head
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Official DOL plan name: Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust · Sponsored by Weissberg & Speller, C.P.A's., P.C. · New York · Professional & Technical Services

$4M in assets, 4 participants

Weissberg & Speller, C.P.A's., P.C.'s Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,322 in Professional & Technical Services (21,562 peers)

Weissberg & Speller, C.P.A's., P.C. multi-year trail

Weissberg & Speller, C.P.A's., P.C.'s plans moved +77.9% in assets from 2022 to 2024; this filing shows Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust at $4M / 4 participants.

#9,322
in Professional & Technical Services (21,562 peers)
-28.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust vs every filed plan by assets

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

$3,947,945 46th percentile higher than 46% 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

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 113179015 · Weissberg & Speller, C.P.A's., P.C. PY 2022 · Profit Sharing

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust · $4M · 4 · 46th

  • IND $4M
  • EOY 4
  • 5500 46th
  • ASSETS Profit Sharing
  • PCT near Tijerina - Dunnington Urology Clinic PA Profit Sharing Plan
  • EIN ind #9322

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 New York →

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust in the asset neighbourhood

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & TrustWeissberg & Speller, C.P.A's…$4MTijerina - Dunnington Urology Clinic PA Profit Sharing PlanTijerina - Dunnington Urolog…$4MRohtstein Corp. Office Employees' Profit Sharing PlanRohtstein Corp. Office Emplo…$4MZeolla Marble Company, Inc. Profit Sharing & Health/Disability PlanZeolla Marble Company, Inc. …$4MStingray Investment Partners, Inc. Retirement PlanStingray Investment Partners…$4M
End-of-year total assets ($M) among Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Weissberg & Speller, C.P.A's., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Weissberg & Speller, C.P.A's., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 77.93758525004782% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.95M $7.02M ▲ +77.7%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $5M
2024 1 4 $7M

Weissberg & Speller, C.P.A's., P.C. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN113179015
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust, Total assets ($B): 0.003947945 · Participants: 4Weissberg & Speller, C.P.A's., P.C. Retirement Plan & TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust side-by-side with 3 peers →

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Tijerina - Dunnington Urology Clinic PA Profit Sharing Plan in TX ($4M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust assets move in 2022? ▼
Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust declined sharply - down 28.2% during 2022, from $5M to $4M. Reported net income was -$2M.
How have Weissberg & Speller, C.P.A's., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weissberg & Speller, C.P.A's., P.C.'s sponsor-wide assets grew 77.9%, from $4M to $7M.
Which Profit Sharing plans are similar in size to Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Tijerina - Dunnington Urology Clinic PA Profit Sharing Plan in TX ($4M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113179015.

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.