401(k) · DOL Form 5500 · 2022

Wilentz, Goldman & Spitzer, P.a. 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
215
Participants Below avg headcount
92nd
Percentile by assets National rank
$381,182
Avg per participant High balance/head
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Official DOL plan name: Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan · Sponsored by Wilentz, Goldman & Spitzer, P.a. · New Jersey · Professional & Technical Services

$82M in assets, 215 participants

Wilentz, Goldman & Spitzer, P.a.'s Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan reported $82M in total assets and 215 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,010 in Professional & Technical Services (21,562 peers)

Coverage in New Jersey

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan covers 215 participants in New Jersey, about 25% of the average New Jersey filer (state average ~844 per filing). Assets: $82M.

#20,010
in Professional & Technical Services (21,562 peers)
-19.7%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan's outsized position by total assets

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan vs every filed plan by assets

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

$81,954,093 Top 8% higher than 92% 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

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan sits mid-pack in the medium band (215 participants).

Form 5500 schedule snapshot

Filing strip 222292919 · Wilentz, Goldman & Spitzer, P.a. PY 2022 · 401(k)

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan · $82M · 215 · 92nd

  • IND $82M
  • IND 215
  • IND 92nd
  • IND 401(k)
  • IND near Universal Weather and Aviation, LLC 401(k) Plan
  • IND ind #20010

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 Jersey →

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan in the asset neighbourhood

Universal Weather and Aviation, LLC 401(k) PlanUniversal Weather and Aviati…$82MWilentz, Goldman, & Spitzer, P.a. 401(k) PlanWilentz, Goldman, & Spitzer,…$82MInstrumentarium Savings Investment PlanInstrumentarium Savings Inve…$82MQuarternorth Energy 401(k) PlanQuarternorth Energy 401(k) P…$82MMbn Savings Plan$82M
End-of-year total assets ($M) among Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$82M
Net Income-$20M
Employer EIN222292919
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilentz, Goldman & Spitzer, P.a.)

Sponsor-wide plan assets over time

All Wilentz, Goldman & Spitzer, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 13.410746651014119% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $93.1M $106M ▲ +13.4%
Year Plans Participants Total Assets
2022 2 282 $93M
2023 2 282 $101M
2024 2 314 $106M

Nearby 401(k) Plans in New Jersey

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

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan, Total assets ($B): 0.081954093 · Participants: 215Wilentz, Goldman, & Spitzer, P.a. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan side-by-side with 3 peers →

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Universal Weather and Aviation, LLC 401(k) Plan in TX ($82M); by covered participants it is Gault Energy Retirement Plan in CT (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan assets move in 2022? ▼
Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan declined sharply - down 19.7% during 2022, from $102M to $82M. Reported net income was -$20M.
How have Wilentz, Goldman & Spitzer, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilentz, Goldman & Spitzer, P.a.'s sponsor-wide assets grew 13.4%, from $93M to $106M.
Where does Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Universal Weather and Aviation, LLC 401(k) Plan in TX ($82M, 814 participants).
Which 401(k) plans cover a similar participant headcount to Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gault Energy Retirement Plan in CT (215 participants, $12M 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 222292919.

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.