401(k) · DOL Form 5500 · 2022
Weston & Sampson 401(k) Plan
Data updated 2026-08-11
- $98M
- Total assets
- 624
- Participants
- 93rd
- Percentile by assets
- $157,836
- Avg per participant
Official DOL plan name: Weston & Sampson 401(k) and Profit Sharing Plan · Sponsored by Weston & Sampson · Massachusetts · Professional & Technical Services
$98M in assets, 624 participants
Weston & Sampson's Weston & Sampson 401(k) and Profit Sharing Plan reported $98M in total assets and 624 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #20,215 in Professional & Technical Services (21,562 peers)
Where Weston & Sampson 401(k) and Profit Sharing Plan sits by assets
Weston & Sampson 401(k) and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $98M for 624 participants (~$157,836/participant), down 17.0% in 2022.
- $98M
- total plan assets (2022 EOY)
- 624
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $157,836
- avg assets per participant
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.
Weston & Sampson 401(k) and Profit Sharing Plan vs the 2022 asset distribution
By assets, Weston & Sampson 401(k) and Profit Sharing Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | -$20M |
| Employer EIN | 042601194 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weston & Sampson)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 624 | $98M |
| 2023 | 1 | 704 | $128M |
| 2024 | 1 | 767 | $150M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Weston & Sampson 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Weston & Sampson 401(k) and Profit Sharing Plan by total assets, not by location.
- Potter Anderson & Corroon LLP Retirement Plan (DE) $98M · 126
- Mesa Associates, Inc. 401(k) Profit Sharing Plan (AL) $98M · 846
- Ctm North America 401(k) Plan (NE) $99M · 1,258
- Pvs Chemicals, Inc. 401(k) Profit Sharing Plan (MI) $98M · 740
Frequently Asked Questions
How did Weston & Sampson 401(k) and Profit Sharing Plan assets move in 2022? ▼
How have Weston & Sampson plan assets changed over time? ▼
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Next read for Weston & Sampson 401(k) and Profit Shari…
Scale reading
Ways to act on Weston & Sampson 401(k) and Profit Sharing Plan's numbers.
- By total assets, Weston & Sampson 401(k) and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Weston & Sampson's sponsor-wide assets have grown 52.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans