401(k) · DOL Form 5500 · 2022

Weinstein Spira & Company, P.C. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
69
Participants Small participant base
81st
Percentile by assets National rank
$377,788
Avg per participant High balance/head
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Official DOL plan name: Ws Employees' Incentive Savings Trust · Sponsored by Weinstein Spira & Company, P.C. · Texas · Professional & Technical Services

$26M in assets, 69 participants

Weinstein Spira & Company, P.C.'s Ws Employees' Incentive Savings Trust reported $26M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,599 in Professional & Technical Services (21,562 peers)

Where Ws Employees' Incentive Savings Trust sits by assets

Ws Employees' Incentive Savings Trust sits in the top quartile of all filed plans by assets, $26M for 69 participants (~$377,788/participant), up 17.8% in 2022.

#17,599
in Professional & Technical Services (21,562 peers)
+17.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ws Employees' Incentive Savings Trust's outsized position by total assets

Ws Employees' Incentive Savings Trust vs every filed plan by assets

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

$26,067,338 Top 19% higher than 81% 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 Employees' Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ws Employees' Incentive Savings Trust is a small filing (69 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 742181616 · Weinstein Spira & Company, P.C. PY 2022 · 401(k)

Ws Employees' Incentive Savings Trust · $26M · 69 · 81st

  • TYPE $26M
  • TYPE 69
  • TYPE 81st
  • TYPE 401(k)
  • TYPE near Robinson & Cole Employee Savings Plan
  • TYPE ind #17599

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 Texas →

Ws Employees' Incentive Savings Trust in the asset neighbourhood

Ws Employees' Incentive Savings TrustWs Employees' Incentive Savi…$26MRobinson & Cole Employee Savings PlanRobinson & Cole Employee Sav…$26MMenlo College 403(b) Retirement PlanMenlo College 403(b) Retirem…$26MBrighton Jones, LLC 401(k) Profit Sharing Plan & TrustBrighton Jones, LLC 401(k) P…$26MMaxon Industries 401(k) Plan$26M
End-of-year total assets ($M) among Ws Employees' Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN742181616
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weinstein Spira & Company, P.C.)

Sponsor-wide plan assets over time

All Weinstein Spira & Company, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 41.36664434243343% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $26.1M $36.9M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 69 $26M
2023 1 66 $32M
2024 1 72 $37M

Nearby 401(k) Plans in Texas

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

Ws Employees' Incentive Savings Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Ws Employees' Incentive Savings Trust, Total assets ($B): 0.026067338 · Participants: 69Ws Employees' Incentive Savings TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Ws Employees' Incentive Savings Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ws Employees' Incentive Savings Trust side-by-side with 3 peers →

Ws Employees' Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Robinson & Cole Employee Savings Plan in CT ($26M); by covered participants it is Anderson Technologies, Inc. 401(k) Plan in MI (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Employees' Incentive Savings Trust assets move in 2022? ▼
Ws Employees' Incentive Savings Trust grew sharply - up 17.8% during 2022, from $22M to $26M. Reported net income was $4M.
How have Weinstein Spira & Company, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weinstein Spira & Company, P.C.'s sponsor-wide assets grew 41.4%, from $26M to $37M.
Where does Ws Employees' Incentive Savings Trust rank by assets among Form 5500 filers? ▼
Ws Employees' Incentive Savings Trust ranks in the 81st 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 Employees' Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Robinson & Cole Employee Savings Plan in CT ($26M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Ws Employees' Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Technologies, Inc. 401(k) Plan in MI (69 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 742181616.

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.