401(k) · DOL Form 5500 · 2023

Weber Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
7
Participants Small participant base
60th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Weber Asset Management, Inc. 401(k)/Profit Sharing Plan · Sponsored by Weber Asset Management, Inc. · New York · Finance & Insurance

$11M in assets, 7 participants

Weber Asset Management, Inc.'s Weber Asset Management, Inc. 401(k)/Profit Sharing Plan reported $11M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,997 in Finance & Insurance (8,869 peers)

Weber Asset Management, Inc. multi-year trail

Weber Asset Management, Inc.'s plans moved +20.2% in assets from 2023 to 2024; this filing shows Weber Asset Management, Inc. 401(k)/Profit Sharing Plan at $11M / 7 participants.

#3,997
in Finance & Insurance (8,869 peers)
+22.1%
assets growth YoY

Weber Asset Management, Inc. 401(k)/Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Weber Asset Management, Inc. 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$10,800,866 Top 40% higher than 60% 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

Weber Asset Management, Inc. 401(k)/Profit Sharing 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. Weber Asset Management, Inc. 401(k)/Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 113115160 · Weber Asset Management, Inc. PY 2023 · 401(k)

Weber Asset Management, Inc. 401(k)/Profit Sharing Plan · $11M · 7 · 60th

  • 5500 $11M
  • ASSETS 7
  • PCT 60th
  • EIN 401(k)
  • RANK near Smart Technologies 401(k) Plan
  • PHOTO ind #3997

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 Finance & Insurance retirement plans → · Plans in New York →

Weber Asset Management, Inc. 401(k)/Profit Sharing Plan in the asset neighbourhood

Weber Asset Management, Inc. 401(k)/Profit Sharing PlanWeber Asset Management, Inc.…$11MSmart Technologies 401(k) PlanSmart Technologies 401(k) Pl…$11MThe Farbman Group 401(k) Plan$11MFulton Construction Corporation Retirement PlanFulton Construction Corporat…$11MMdsi 401(k) Plan$11M
End-of-year total assets ($M) among Weber Asset Management, Inc. 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Weber Asset Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Weber Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 20.18770531918459% vs 2023
2024 filing year
$10M$11M$12M$13M$14M 20232024 $10.8M $13M ▲ +20.2%
Year Plans Participants Total Assets
2023 1 7 $11M
2024 1 7 $13M

Weber Asset Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN113115160
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Weber Asset Management, Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Weber Asset Management, Inc. 401(k)/Profit Sharing Plan, Total assets ($B): 0.010800866 · Participants: 7Weber Asset Management, Inc. 401(k)/Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Weber Asset Management, Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Weber Asset Management, Inc. 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Weber Asset Management, Inc. 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Smart Technologies 401(k) Plan in VA ($11M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Weber Asset Management, Inc. 401(k)/Profit Sharing Plan assets move in 2023? ▼
Weber Asset Management, Inc. 401(k)/Profit Sharing Plan grew sharply - up 22.1% during 2023, from $9M to $11M. Reported net income was $2M.
How have Weber Asset Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Weber Asset Management, Inc.'s sponsor-wide assets grew 20.2%, from $11M to $13M.
Which 401(k) plans are similar in size to Weber Asset Management, Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smart Technologies 401(k) Plan in VA ($11M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Weber Asset Management, Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 113115160.

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.