401(k) · DOL Form 5500 · 2023

Weinstein Appraisal Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
46th
Percentile by assets National rank
$412,392
Avg per participant High balance/head
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Official DOL plan name: Weinstein Appraisal Group, Inc. Profit Sharing Plan · Sponsored by Weinstein Appraisal Group, Inc. · Pennsylvania · Real Estate

$5M in assets, 13 participants

Weinstein Appraisal Group, Inc.'s Weinstein Appraisal Group, Inc. Profit Sharing Plan reported $5M in total assets and 13 participants in its 2023 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.

  • #3,081 in Real Estate (4,727 peers)

Weinstein Appraisal Group, Inc. multi-year trail

Weinstein Appraisal Group, Inc.'s plans moved +141.3% in assets from 2022 to 2024; this filing shows Weinstein Appraisal Group, Inc. Profit Sharing Plan at $5M / 13 participants.

#3,081
in Real Estate (4,727 peers)
+22.7%
assets growth YoY

Weinstein Appraisal Group, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Weinstein Appraisal Group, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,361,102 46th percentile higher than 46% of 127,068 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 2023

Weinstein Appraisal Group, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weinstein Appraisal Group, Inc. Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weinstein Appraisal Group, Inc. Profit Sharing Plan reported net income rose from -$881K in the plan year 2022 filing to $991K in the plan year 2023 filing.
  • Weinstein Appraisal Group, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Weinstein Appraisal Group, Inc. Profit Sharing Plan reported participants rose from 11 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232529031 · Weinstein Appraisal Group, Inc. PY 2023 · 401(k)

Weinstein Appraisal Group, Inc. Profit Sharing Plan · $5M · 13 · 46th

  • 5500 $5M
  • ASSETS 13
  • PCT 46th
  • EIN 401(k)
  • RANK near Forensic Economics, Inc. 401(k) Plan
  • PHOTO ind #3081

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 Pennsylvania →

Weinstein Appraisal Group, Inc. Profit Sharing Plan in the asset neighbourhood

Weinstein Appraisal Group, Inc. Profit Sharing PlanWeinstein Appraisal Group, I…$5MForensic Economics, Inc. 401(k) PlanForensic Economics, Inc. 401…$5MEisenhower Center 401(k) Plan & TrustEisenhower Center 401(k) Pla…$5MNewcold 401(k) Plan$5MThe Reserve Club 401(k) Plan$5M
End-of-year total assets ($M) among Weinstein Appraisal Group, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Weinstein Appraisal Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Weinstein Appraisal Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 141.29553451519283% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $4.37M $10.5M ▲ +141.2%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 2 26 $9M
2024 2 24 $11M

Weinstein Appraisal Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$991K
Employer EIN232529031
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Weinstein Appraisal Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Weinstein Appraisal Group, Inc. Profit Sharing Plan, Total assets ($B): 0.005361102 · Participants: 13Weinstein Appraisal Group, Inc. Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Weinstein Appraisal Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Weinstein Appraisal Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Weinstein Appraisal Group, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Forensic Economics, Inc. 401(k) Plan in NY ($5M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Weinstein Appraisal Group, Inc. Profit Sharing Plan assets move in 2023? ▼
Weinstein Appraisal Group, Inc. Profit Sharing Plan grew sharply - up 22.7% during 2023, from $4M to $5M. Reported net income was $991K.
How have Weinstein Appraisal Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weinstein Appraisal Group, Inc.'s sponsor-wide assets grew 141.3%, from $4M to $11M.
Which 401(k) plans are similar in size to Weinstein Appraisal Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forensic Economics, Inc. 401(k) Plan in NY ($5M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Weinstein Appraisal Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232529031.

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.