Profit Sharing · DOL Form 5500 · 2023

Soper, Soper & Weinel LLP Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
31st
Percentile by assets National rank
$346,229
Avg per participant High balance/head
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Official DOL plan name: Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan · Sponsored by Soper, Soper & Weinel LLP · Ohio · Professional & Technical Services

$2M in assets, 6 participants

Soper, Soper & Weinel LLP's Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,480 in Professional & Technical Services (20,321 peers)

Soper, Soper & Weinel LLP multi-year trail

Soper, Soper & Weinel LLP's plans moved +33.9% in assets from 2022 to 2024; this filing shows Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan at $2M / 6 participants.

#5,480
in Professional & Technical Services (20,321 peers)
+15.7%
assets growth YoY

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan among the smaller filed plans by assets

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan vs every filed plan by assets

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

$2,077,373 31st percentile higher than 31% 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

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan reported net income rose from -$407K in the plan year 2022 filing to $282K in the plan year 2023 filing.
  • Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan reported participants fell from 8 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311222293 · Soper, Soper & Weinel LLP PY 2023 · Profit Sharing

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan · $2M · 6 · 31st

  • RANK $2M
  • PHOTO 6
  • IND 31st
  • EOY Profit Sharing
  • 5500 near Jorge Vallecillo Md Light Street Medical Center Money Purchase Plan
  • ASSETS ind #5480

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 Ohio →

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan in the asset neighbourhood

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps PlanSoper, Soper & Weinel LLP Ps…$2MJorge Vallecillo Md Light Street Medical Center Money Purchase PlanJorge Vallecillo Md Light St…$2MClinica Oftalmica De La Montana, Csp Retirement PlanClinica Oftalmica De La Mont…$2MFabsco Corp. Profit - Sharing PlanFabsco Corp. Profit - Sharin…$2MLahout's Country Clothing & Ski Shop, Inc. Profit Sharing Retirement PlanLahout's Country Clothing & …$2M
End-of-year total assets ($M) among Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Soper, Soper & Weinel LLP multi-year asset trail

Sponsor-wide plan assets over time

All Soper, Soper & Weinel LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.898417445094125% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.8M $2.4M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 6 $2M
2024 1 6 $2M

Soper, Soper & Weinel LLP filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$282K
Employer EIN311222293
Plan Effective Date1989-07-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan, Total assets ($B): 0.002077373 · Participants: 6Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan side-by-side with 3 peers →

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Jorge Vallecillo Md Light Street Medical Center Money Purchase Plan in MD ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan assets move in 2023? ▼
Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan grew sharply - up 15.7% during 2023, from $2M to $2M. Reported net income was $282K.
How have Soper, Soper & Weinel LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soper, Soper & Weinel LLP's sponsor-wide assets grew 33.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jorge Vallecillo Md Light Street Medical Center Money Purchase Plan in MD ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 311222293.

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.