401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$89M
Total assets
219
Participants
90th
Percentile by assets
$404,223
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$89M
total plan assets (2023 EOY)
219
covered participants
90th
percentile by assets (of 127,072 plans)
$404,223
avg assets per participant

Where Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
New Jersey
Industry
Professional & Technical Services

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan reports 219 participants - about 26% of that state average ($89M EOY assets).

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.)

$90M$95M$100M$105M$110M 202220232024 $93.1M $106M ▲ +13.4%
Total plan assets by year, all Wilentz, Goldman & Spitzer, P.a. plans on file
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

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, & …JPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Ernst & Young Retire…Merck 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)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan by total assets, not by location.

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).

Next read for Wilentz, Goldman, & Spitzer, P.a. 401(k)…

Filing takeaways

Ways to act on Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan's numbers.

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.