401(k) · DOL Form 5500 · 2023

Wilentz, Goldman & Spitzer, P.a. 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
219
Participants Below avg headcount
90th
Percentile by assets National rank
$404,223
Avg per participant High balance/head
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Official DOL plan name: Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan · Sponsored by Wilentz, Goldman & Spitzer, P.a. · New Jersey · Professional & Technical Services

$89M in assets, 219 participants

Wilentz, Goldman & Spitzer, P.a.'s Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan reported $89M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,621 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan covers 219 participants in New Jersey, about 26% of the average New Jersey filer (state average ~844 per filing). Assets: $89M.

#18,621
in Professional & Technical Services (20,321 peers)
+8.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan's outsized position by total assets

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan vs every filed plan by assets

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

$88,524,761 Top 10% higher than 90% 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

Wilentz, Goldman, & Spitzer, P.a. 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. Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan end-of-year assets rose from $82M in the plan year 2022 filing to $89M in the plan year 2023 filing.
  • Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan reported participants rose from 215 in the plan year 2022 filing to 219 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222292919 · Wilentz, Goldman & Spitzer, P.a. PY 2023 · 401(k)

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan · $89M · 219 · 90th

  • BOY $89M
  • SCH 219
  • EBSA 90th
  • PART 401(k)
  • TYPE near Lja Engineering, Inc. 401(k) Plan
  • NET ind #18621

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 New Jersey →

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan in the asset neighbourhood

Automationdirect.Com 401(k) PlanAutomationdirect.Com 401(k) …$89MLja Engineering, Inc. 401(k) PlanLja Engineering, Inc. 401(k)…$89MWilentz, Goldman, & Spitzer, P.a. 401(k) PlanWilentz, Goldman, & Spitzer,…$89MBeyondtrust Corporation 401(k) PlanBeyondtrust Corporation 401(…$89MDuf6 401(k) Defined Contribution PlanDuf6 401(k) Defined Contribu…$89M
End-of-year total assets ($M) among Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$89M
Net Income$7M
Employer EIN222292919
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilentz, Goldman & Spitzer, P.a.)

Sponsor-wide plan assets over time

All Wilentz, Goldman & Spitzer, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 13.410746651014119% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $93.1M $106M ▲ +13.4%
Year Plans Participants Total Assets
2022 2 282 $93M
2023 2 282 $101M
2024 2 314 $106M

Nearby 401(k) Plans in New Jersey

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

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan, Total assets ($B): 0.088524761 · Participants: 219Wilentz, Goldman, & Spitzer, P.a. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan side-by-side with 3 peers →

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Lja Engineering, Inc. 401(k) Plan in TX ($89M); by covered participants it is Raven Industries, Inc. 401(k) Plan in SD (219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($89M here).

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan assets move in 2023? ▼
Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan grew at a solid clip - up 8.0% during 2023, from $82M to $89M. Reported net income was $7M.
How have Wilentz, Goldman & Spitzer, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilentz, Goldman & Spitzer, P.a.'s sponsor-wide assets grew 13.4%, from $93M to $106M.
Where does Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lja Engineering, Inc. 401(k) Plan in TX ($89M, 1,445 participants).
Which 401(k) plans cover a similar participant headcount to Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raven Industries, Inc. 401(k) Plan in SD (219 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 222292919.

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.