401(k) · DOL Form 5500 · 2023

Weston Associates Management Co. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
131
Participants Small participant base
46th
Percentile by assets National rank
$41,338
Avg per participant Low balance/head
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Official DOL plan name: Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan · Sponsored by Weston Associates Management Co. · Massachusetts · Real Estate

$5M in assets, 131 participants

Weston Associates Management Co.'s Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 131 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.

  • #3,087 in Real Estate (4,727 peers)

Coverage in Massachusetts

Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan covers 131 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#3,087
in Real Estate (4,727 peers)
+24.0%
assets growth YoY

Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,415,269 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

Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan reported net income rose from -$617K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan reported participants fell from 143 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042577565 · Weston Associates Management Co. PY 2023 · 401(k)

Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan · $5M · 131 · 46th

  • IND $5M
  • IND 131
  • IND 46th
  • IND 401(k)
  • IND near Chalfant Corp. 401(k) Plan
  • IND ind #3087

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 →

Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Weston Associates Management Co. Inc. 401(k) Profit Sharing PlanWeston Associates Management…$5MChalfant Corp. 401(k) Plan$5MHabitat America, LLC 401(k) PlanHabitat America, LLC 401(k) …$5MCoastal Auto Parts 401(k) PlanCoastal Auto Parts 401(k) Pl…$5MDevan Acura 401(k) Plan$5M
End-of-year total assets ($M) among Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN042577565
Plan Effective Date1999-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Weston Associates Management Co.)

Sponsor-wide plan assets over time

All Weston Associates Management Co. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.45181177381076% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.37M $5.74M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 143 $4M
2023 1 131 $5M
2024 1 137 $6M

Nearby 401(k) Plans in Massachusetts

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

Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005415269 · Participants: 131Weston Associates Management Co. Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Chalfant Corp. 401(k) Plan in ID ($5M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 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 (131 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 Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan grew sharply - up 24.0% during 2023, from $4M to $5M. Reported net income was $1M.
How have Weston Associates Management Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weston Associates Management Co.'s sponsor-wide assets grew 31.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chalfant Corp. 401(k) Plan in ID ($5M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Weston Associates Management Co. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants, N/A 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 042577565.

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.