401(k) · DOL Form 5500 · 2023

Werber Management, Inc. 401(k) Plan

Data updated 2026-08-25

$969K
Total assets Small plan by assets: 29
Participants Small participant base: 23rd
Percentile by assets National rank: $33,425
Avg per participant Low balance/head

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Official DOL plan name: Wm 401(k) Plan · Sponsored by Werber Management, Inc. · New York · Real Estate

$969K in assets, 29 participants

Werber Management, Inc.'s Wm 401(k) Plan reported $969K in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

#1,906 in Real Estate (4,727 peers)

Werber Management, Inc. multi-year trail

Werber Management, Inc.'s plans moved +153.2% in assets from 2022 to 2024; this filing shows Wm 401(k) Plan at $969K / 29 participants.

#1,906
in Real Estate (4,727 peers): +85.9%
assets growth YoY

Wm 401(k) Plan among the smaller filed plans by assets

Wm 401(k) Plan vs every filed plan by assets

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

$969,328 23rd percentile higher than 23% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wm 401(k) 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. Wm 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Wm 401(k) Plan end-of-year assets rose from $521K in the plan year 2022 filing to $969K in the plan year 2023 filing.
Wm 401(k) Plan reported net income rose from $277K in the plan year 2022 filing to $448K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112233991 · Werber Management, Inc. PY 2023 · 401(k)

Wm 401(k) Plan · $969K · 29 · 23rd

IND $969K
IND 29
IND 23rd
IND 401(k)
IND near John Protopappas 401(k) Profit Sharing Plan
IND ind #1906

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 New York →

End-of-year total assets ($M) among Wm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Werber Management, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $1M 153.17759178654532% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	29	$521K
2023	1	29	$969K
2024	1	24	$1M

Werber Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$521K
Net Assets (End of Year)	$969K
Net Income	$448K
Employer EIN	112233991
Plan Effective Date	2020-12-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Wm 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Wm 401(k) Plan side-by-side with 3 peers →

Wm 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is John Protopappas 401(k) Profit Sharing Plan in CA ($969K); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($969K here).

John Protopappas 401(k) Profit Sharing Plan (CA) $969K · 1
Ignitist, Inc. 401(k) Profit Sharing Plan and Trust (PA) $970K · 139
Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust (WA) $969K · 108
It Keysource Inc 401(k) Profit Sharing Plan & Trust (NC) $969K · 80

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

Kizer Pharmacy, LLC Safe Harbor 401(k) Plan (TN) 29 · 0 off
Pence Wealth Management, Inc. 401(k) Profit Sharing Plan (CA) 29 · 0 off
Bertrand, Fox & Elliot 401(k) Profit Sharing Plan (CA) 29 · 0 off
Cooperativa De Ahorro Y Credito Nuestra Senora De La Candelaria Salary Deferral Retirement Plan (PR) 29 · 0 off

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 Wm 401(k) Plan assets move in 2023? ▼

Wm 401(k) Plan surged - up 85.9% during 2023, from $521K to $969K. Reported net income was $448K.

How have Werber Management, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Werber Management, Inc.'s sponsor-wide assets grew 153.2%, from $521K to $1M.

Where does Wm 401(k) Plan rank by assets among Form 5500 filers? ▼

Wm 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Wm 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is John Protopappas 401(k) Profit Sharing Plan in CA ($969K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Wm 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 112233991.