401(k) · DOL Form 5500 · 2023

The Weston Group, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
741
Participants Near avg headcount
59th
Percentile by assets National rank
$13,645
Avg per participant Low balance/head
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Official DOL plan name: The Weston Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Weston Group, Inc. · Pennsylvania · Healthcare & Social Assistance

$10M in assets, 741 participants

The Weston Group, Inc.'s The Weston Group, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 741 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,393 in Healthcare & Social Assistance (17,684 peers)

The Weston Group, Inc. multi-year trail

The Weston Group, Inc.'s plans moved +66.1% in assets from 2022 to 2024; this filing shows The Weston Group, Inc. 401(k) Profit Sharing Plan at $10M / 741 participants.

#11,393
in Healthcare & Social Assistance (17,684 peers)
+31.0%
assets growth YoY

The Weston Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Weston Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,110,969 Top 41% higher than 59% 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

The Weston Group, 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. The Weston Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (741 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Weston Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Weston Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Weston Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 618 in the plan year 2022 filing to 741 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232685423 · The Weston Group, Inc. PY 2023 · 401(k)

The Weston Group, Inc. 401(k) Profit Sharing Plan · $10M · 741 · 59th

  • IND $10M
  • EOY 741
  • 5500 59th
  • ASSETS 401(k)
  • PCT near Bitzer Scroll, Inc. 401(k) Plan
  • EIN ind #11393

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

The Weston Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Weston Group, Inc. 401(k) Profit Sharing PlanThe Weston Group, Inc. 401(k…$10MBitzer Scroll, Inc. 401(k) PlanBitzer Scroll, Inc. 401(k) P…$10MHutchison, Inc. 401(k) Retirement Savings PlanHutchison, Inc. 401(k) Retir…$10MCdata Software, Inc. 401(k) PlanCdata Software, Inc. 401(k) …$10MLogistics Insight Corp. Union Savings PlanLogistics Insight Corp. Unio…$10M
End-of-year total assets ($M) among The Weston Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Weston Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Weston Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 66.12366159680896% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.72M $12.8M ▲ +66.2%
Year Plans Participants Total Assets
2022 1 618 $8M
2023 1 741 $10M
2024 1 948 $13M

The Weston Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN232685423
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

The Weston Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Weston Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010110969 · Participants: 741The Weston Group, Inc. 401(k) 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
The Weston Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Weston Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Bitzer Scroll, Inc. 401(k) Plan in NY ($10M); by covered participants it is Cardiovascular Systems, Inc. 401(k) Profit Sharing Plan in MN (741 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (741 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 The Weston Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
The Weston Group, Inc. 401(k) Profit Sharing Plan surged - up 31.0% during 2023, from $8M to $10M. Reported net income was $2M.
How have The Weston Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Weston Group, Inc.'s sponsor-wide assets grew 66.1%, from $8M to $13M.
Which 401(k) plans are similar in size to The Weston Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bitzer Scroll, Inc. 401(k) Plan in NY ($10M, 130 participants).
Which 401(k) plans cover a similar participant headcount to The Weston Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cardiovascular Systems, Inc. 401(k) Profit Sharing Plan in MN (741 participants, $37K 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 232685423.

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.