Defined Benefit (Pension) · DOL Form 5500 · 2023

Weinstein Appraisal Group, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
13
Participants Small participant base
41st
Percentile by assets National rank
$315,595
Avg per participant High balance/head
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Official DOL plan name: Weinstein Appraisal Group, Inc. Cash Balance Plan · Sponsored by Weinstein Appraisal Group, Inc. · Pennsylvania · Real Estate

$4M in assets, 13 participants

Weinstein Appraisal Group, Inc.'s Weinstein Appraisal Group, Inc. Cash Balance Plan reported $4M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,864 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Weinstein Appraisal Group, Inc. Cash Balance Plan ranks #2,864 of 4,727 2023 filers by assets (633% of the sector average)-$4M for 13 participants.

#2,864
in Real Estate (4,727 peers)
+29.0%
assets growth YoY

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

Weinstein Appraisal Group, Inc. Cash Balance Plan vs every filed plan by assets

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

$4,102,730 41st percentile higher than 41% 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. Cash Balance 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. Cash Balance Plan is a small filing (13 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 232529031 · Weinstein Appraisal Group, Inc. PY 2023 · Defined Benefit (Pension)

Weinstein Appraisal Group, Inc. Cash Balance Plan · $4M · 13 · 41st

  • EBSA $4M
  • EBSA 13
  • EBSA 41st
  • EBSA Defined Benefit (Pension)
  • EBSA near Tesser, LLC Defined Benefit Pension Plan
  • EBSA ind #2864

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. Cash Balance Plan in the asset neighbourhood

Tesser, LLC Defined Benefit Pension PlanTesser, LLC Defined Benefit …$4MSouthern States, LLC Hourly Employees' Retirement PlanSouthern States, LLC Hourly …$4MWeinstein Appraisal Group, Inc. Cash Balance PlanWeinstein Appraisal Group, I…$4MBart Wolfe Retirement Plan and TrustBart Wolfe Retirement Plan a…$4MMustang Electronics and Affiliates Inc. Defined Benefit Pension PlanMustang Electronics and Affi…$4M
End-of-year total assets ($M) among Weinstein Appraisal Group, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$921K
Employer EIN232529031
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weinstein Appraisal Group, Inc.)

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

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Weinstein Appraisal Group, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Weinstein Appraisal Group, Inc. Cash Balance Plan, Total assets ($B): 0.00410273 · Participants: 13Weinstein Appraisal Group, Inc. Cash Balance PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Weinstein Appraisal Group, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Weinstein Appraisal Group, Inc. Cash Balance Plan side-by-side with 3 peers →

Weinstein Appraisal Group, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Tesser, LLC Defined Benefit Pension Plan in CA ($4M); by covered participants it is Pamrapo Savings Bank, Sla Pension Plan in NJ (13 participants). Same-state nearby plans are listed separately above.

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. Cash Balance Plan assets move in 2023? ▼
Weinstein Appraisal Group, Inc. Cash Balance Plan grew sharply - up 29.0% during 2023, from $3M to $4M. Reported net income was $921K.
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 Defined Benefit (Pension) plans are similar in size to Weinstein Appraisal Group, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tesser, LLC Defined Benefit Pension Plan in CA ($4M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Weinstein Appraisal Group, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pamrapo Savings Bank, Sla Pension Plan in NJ (13 participants, $6M 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.