401(k) · DOL Form 5500 · 2023

Wiss, Janney, Elstner Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$347M
Total assets Above avg plan size
795
Participants Near avg headcount
97th
Percentile by assets National rank
$436,001
Avg per participant High balance/head
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Official DOL plan name: Wiss, Janney, Elstner Associates, Inc. 401(k) Plan · Sponsored by Wiss, Janney, Elstner Associates, Inc. · Illinois · Professional & Technical Services

$347M in assets, 795 participants

Wiss, Janney, Elstner Associates, Inc.'s Wiss, Janney, Elstner Associates, Inc. 401(k) Plan reported $347M in total assets and 795 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,817 in Professional & Technical Services (20,321 peers)

Where Wiss, Janney, Elstner Associates, Inc. 401(k) Plan sits by assets

Wiss, Janney, Elstner Associates, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $347M for 795 participants (~$436,001/participant), up 20.7% in 2023.

#19,817
in Professional & Technical Services (20,321 peers)
+20.7%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Wiss, Janney, Elstner Associates, Inc. 401(k) Plan's outsized position by total assets

Wiss, Janney, Elstner Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$346,620,465 Top 3% higher than 97% 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

Wiss, Janney, Elstner Associates, Inc. 401(k) 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. Wiss, Janney, Elstner Associates, Inc. 401(k) Plan sits mid-pack in the medium band (795 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wiss, Janney, Elstner Associates, Inc. 401(k) Plan reported net income rose from -$60M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Wiss, Janney, Elstner Associates, Inc. 401(k) Plan end-of-year assets rose from $287M in the plan year 2022 filing to $347M in the plan year 2023 filing.
  • Wiss, Janney, Elstner Associates, Inc. 401(k) Plan reported participants rose from 722 in the plan year 2022 filing to 795 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362757956 · Wiss, Janney, Elstner Associates, Inc. PY 2023 · 401(k)

Wiss, Janney, Elstner Associates, Inc. 401(k) Plan · $347M · 795 · 97th

  • EBSA $347M
  • EBSA 795
  • EBSA 97th
  • EBSA 401(k)
  • EBSA near Kb Home 401(k) Savings Plan
  • EBSA ind #19817

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 Illinois →

Wiss, Janney, Elstner Associates, Inc. 401(k) Plan in the asset neighbourhood

Greenman-Pedersen, Inc. 401(k) Profit Sharing Plan and TrustGreenman-Pedersen, Inc. 401(…$347MRetirement Savings Plan$347MWiss, Janney, Elstner Associates, Inc. 401(k) PlanWiss, Janney, Elstner Associ…$347MKb Home 401(k) Savings Plan$347MElbit Systems of America Consolidated 401(k) Savings PlanElbit Systems of America Con…$346M
End-of-year total assets ($M) among Wiss, Janney, Elstner Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$287M
Net Assets (End of Year)$347M
Net Income$59M
Employer EIN362757956
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wiss, Janney, Elstner Associates, Inc.)

Sponsor-wide plan assets over time

All Wiss, Janney, Elstner Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$406M 41.35495530666655% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $287M $406M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 722 $287M
2023 1 795 $347M
2024 1 821 $406M

Nearby 401(k) Plans in Illinois

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

Wiss, Janney, Elstner Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Wiss, Janney, Elstner Associates, Inc. 401(k) Plan, Total assets ($B): 0.346620465 · Participants: 795Wiss, Janney, Elstner Associates, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Wiss, Janney, Elstner Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Wiss, Janney, Elstner Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Wiss, Janney, Elstner Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kb Home 401(k) Savings Plan in CA ($347M); by covered participants it is Trussway 401(k) Plan in TX (795 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($347M here).

Similar participant headcount

Nearest other-state filings by covered participants (795 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 Wiss, Janney, Elstner Associates, Inc. 401(k) Plan assets move in 2023? ▼
Wiss, Janney, Elstner Associates, Inc. 401(k) Plan grew sharply - up 20.7% during 2023, from $287M to $347M. Reported net income was $59M.
How have Wiss, Janney, Elstner Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wiss, Janney, Elstner Associates, Inc.'s sponsor-wide assets grew 41.4%, from $287M to $406M.
Where does Wiss, Janney, Elstner Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wiss, Janney, Elstner Associates, Inc. 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wiss, Janney, Elstner Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kb Home 401(k) Savings Plan in CA ($347M, 2,195 participants).
Which 401(k) plans cover a similar participant headcount to Wiss, Janney, Elstner Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trussway 401(k) Plan in TX (795 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 362757956.

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.