401(k) · DOL Form 5500 · 2022

Ws Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
290
Participants Below avg headcount
84th
Percentile by assets National rank
$118,099
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ws Asset Management, Inc. 401(k) and Profit Sharing Plan · Sponsored by Ws Asset Management, Inc. · Massachusetts · Real Estate

$34M in assets, 290 participants

Ws Asset Management, Inc.'s Ws Asset Management, Inc. 401(k) and Profit Sharing Plan reported $34M in total assets and 290 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,730 in Real Estate (5,057 peers)

Coverage in Massachusetts

Ws Asset Management, Inc. 401(k) and Profit Sharing Plan covers 290 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $34M.

#4,730
in Real Estate (5,057 peers)
-11.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ws Asset Management, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Ws Asset Management, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$34,248,801 Top 16% higher than 84% 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

Ws Asset Management, Inc. 401(k) and Profit Sharing 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. Ws Asset Management, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (290 participants).

DOL schedule card

Filing strip 042745768 · Ws Asset Management, Inc. PY 2022 · 401(k)

Ws Asset Management, Inc. 401(k) and Profit Sharing Plan · $34M · 290 · 84th

  • ASSETS $34M
  • PCT 290
  • EIN 84th
  • RANK 401(k)
  • PHOTO near Nbaa 401(k) Plan
  • IND ind #4730

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 Massachusetts →

Ws Asset Management, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Ws Asset Management, Inc. 401(k) and Profit Sharing PlanWs Asset Management, Inc. 40…$34MNbaa 401(k) Plan$34MFaana Retirement Plan$34MFutura Title & Escrow, LLC PlanFutura Title & Escrow, LLC P…$34MThe Lmh 401(k) Retirement and Savings PlanThe Lmh 401(k) Retirement an…$34M
End-of-year total assets ($M) among Ws Asset Management, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$34M
Net Income-$4M
Employer EIN042745768
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ws Asset Management, Inc.)

Sponsor-wide plan assets over time

All Ws Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 58.834363281797806% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34.3M $54.4M ▲ +58.8%
Year Plans Participants Total Assets
2022 1 290 $34M
2023 1 355 $45M
2024 1 372 $54M

Nearby 401(k) Plans in Massachusetts

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

Ws Asset Management, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Ws Asset Management, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.034248801 · Participants: 290Ws Asset Management, Inc. 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Ws Asset Management, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ws Asset Management, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Ws Asset Management, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Nbaa 401(k) Plan in DC ($34M); by covered participants it is Arm Management Inc 401(k) Profit Sharing Plan & Trust in CA (290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Ws Asset Management, Inc. 401(k) and Profit Sharing Plan assets move in 2022? ▼
Ws Asset Management, Inc. 401(k) and Profit Sharing Plan pulled back noticeably - down 11.0% during 2022, from $38M to $34M. Reported net income was -$4M.
How have Ws Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ws Asset Management, Inc.'s sponsor-wide assets grew 58.8%, from $34M to $54M.
Where does Ws Asset Management, Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ws Asset Management, Inc. 401(k) and Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ws Asset Management, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nbaa 401(k) Plan in DC ($34M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Ws Asset Management, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arm Management Inc 401(k) Profit Sharing Plan & Trust in CA (290 participants, $248K 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 042745768.

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.