401(k) · DOL Form 5500 · 2023

Weinstein Au LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
29
Participants Small participant base
41st
Percentile by assets National rank
$143,685
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Weinstein Au LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Weinstein Au LLC · Washington · Professional & Technical Services

$4M in assets, 29 participants

Weinstein Au LLC's Weinstein Au LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 29 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.

  • #7,818 in Professional & Technical Services (20,321 peers)

Weinstein Au LLC multi-year trail

Weinstein Au LLC's plans moved +62.6% in assets from 2022 to 2024; this filing shows Weinstein Au LLC 401(k) Profit Sharing Plan & Trust at $4M / 29 participants.

#7,818
in Professional & Technical Services (20,321 peers)
+31.8%
assets growth YoY

Weinstein Au LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Weinstein Au LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,166,865 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 Au LLC 401(k) Profit Sharing Plan & Trust 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 Au LLC 401(k) Profit Sharing Plan & Trust is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weinstein Au LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Weinstein Au LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Weinstein Au LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 26 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680617971 · Weinstein Au LLC PY 2023 · 401(k)

Weinstein Au LLC 401(k) Profit Sharing Plan & Trust · $4M · 29 · 41st

  • ASSETS $4M
  • ASSETS 29
  • ASSETS 41st
  • ASSETS 401(k)
  • ASSETS near Consolidated Youth Services 401(k) Profit Sharing Plan
  • ASSETS ind #7818

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 Washington →

Weinstein Au LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Weinstein Au LLC 401(k) Profit Sharing Plan & TrustWeinstein Au LLC 401(k) Prof…$4MConsolidated Youth Services 401(k) Profit Sharing PlanConsolidated Youth Services …$4MSioux Honey Association 401(k) PlanSioux Honey Association 401(…$4MRalph Franklin & Son Logging 401(k) Profit Sharing PlanRalph Franklin & Son Logging…$4MD17 401(k) Plan$4M
End-of-year total assets ($M) among Weinstein Au LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Weinstein Au LLC multi-year asset trail

Sponsor-wide plan assets over time

All Weinstein Au LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 62.64569708163085% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.16M $5.14M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 26 $3M
2023 1 29 $4M
2024 1 26 $5M

Weinstein Au LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN680617971
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Weinstein Au LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Weinstein Au LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004166865 · Participants: 29Weinstein Au LLC 401(k) Profit Sharing Plan & TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Weinstein Au LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Weinstein Au LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Weinstein Au LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Consolidated Youth Services 401(k) Profit Sharing Plan in AR ($4M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Au LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Weinstein Au LLC 401(k) Profit Sharing Plan & Trust surged - up 31.8% during 2023, from $3M to $4M. Reported net income was $1M.
How have Weinstein Au LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weinstein Au LLC's sponsor-wide assets grew 62.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Weinstein Au LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Consolidated Youth Services 401(k) Profit Sharing Plan in AR ($4M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Weinstein Au LLC 401(k) Profit Sharing Plan & Trust? ▼
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 680617971.

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.