401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$347M
Total assets: 795
Participants: 97th
Percentile by assets: $436,001
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$347M
total plan assets (2023 EOY): 795
covered participants: 97th
percentile by assets (of 127,072 plans): $436,001
avg assets per participant

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 →

State

Illinois

Industry

Professional & Technical Services

Wiss, Janney, Elstner Associates, Inc. 401(k) Plan vs the 2023 asset distribution

By assets, Wiss, Janney, Elstner Associates, Inc. 401(k) Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$287M
Net Assets (End of Year)	$347M
Net Income	$59M
Employer EIN	362757956
Plan Effective Date	1989-03-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Wiss, Janney, Elstner Associates, Inc. plans on file

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

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Wiss, Janney, Elstner Associates, Inc. 4… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wiss, Janney, Elstner Associates, Inc. 401(k) Plan by total assets, not by location.

Kb Home 401(k) Savings Plan (CA) $347M · 2,195
Retirement Savings Plan (OH) $347M · 1,249
Elbit Systems of America Consolidated 401(k) Savings Plan (TX) $346M · 2,478
Greenman-Pedersen, Inc. 401(k) Profit Sharing Plan and Trust (NY) $347M · 1,482

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).

Next read for Wiss, Janney, Elstner Associates, Inc. 4…

Scale reading

Ways to act on Wiss, Janney, Elstner Associates, Inc. 401(k) Plan's numbers.

By total assets, Wiss, Janney, Elstner Associates, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
Wiss, Janney, Elstner Associates, Inc.'s sponsor-wide assets have grown 41.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.