401(k) · DOL Form 5500 · 2023

Ws Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
355
Participants Below avg headcount
84th
Percentile by assets National rank
$125,574
Avg per participant Near avg balance/head
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Official DOL plan name: Ws Asset Management, Inc. 401(k) and Profit Sharing Plan · Sponsored by Ws Asset Management, Inc. · Massachusetts · Real Estate

$45M in assets, 355 participants

Ws Asset Management, Inc.'s Ws Asset Management, Inc. 401(k) and Profit Sharing Plan reported $45M in total assets and 355 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,433 in Real Estate (4,727 peers)

Where Ws Asset Management, Inc. 401(k) and Profit Sharing Plan sits by assets

Ws Asset Management, Inc. 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $45M for 355 participants (~$125,574/participant), up 30.2% in 2023.

#4,433
in Real Estate (4,727 peers)
+30.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ws Asset Management, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

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

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

$44,578,814 Top 16% higher than 84% 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

Ws Asset Management, Inc. 401(k) and Profit Sharing 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. Ws Asset Management, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (355 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ws Asset Management, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Ws Asset Management, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Ws Asset Management, Inc. 401(k) and Profit Sharing Plan reported participants rose from 290 in the plan year 2022 filing to 355 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042745768 · Ws Asset Management, Inc. PY 2023 · 401(k)

Ws Asset Management, Inc. 401(k) and Profit Sharing Plan · $45M · 355 · 84th

  • RANK $45M
  • PHOTO 355
  • IND 84th
  • EOY 401(k)
  • 5500 near Hubert Company, LLC Savings Plan
  • ASSETS ind #4433

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 Real Estate retirement plans → · Plans in Massachusetts →

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

Ws Asset Management, Inc. 401(k) and Profit Sharing PlanWs Asset Management, Inc. 40…$45MHubert Company, LLC Savings PlanHubert Company, LLC Savings …$45MApplied Insight, LLC Retirement PlanApplied Insight, LLC Retirem…$45MAmerica's First Federal Credit Union Retirement Savings PlanAmerica's First Federal Cred…$45MMusco Family Olive Co. 401(k) and Profit Sharing PlanMusco Family Olive Co. 401(k…$45M
End-of-year total assets ($M) among Ws Asset Management, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$45M
Net Income$10M
Employer EIN042745768
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ws Asset Management, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$54M 58.834363281797806% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34.3M $54.4M ▲ +58.8%
Year Plans Participants Total Assets
2022 1 290 $34M
2023 1 355 $45M
2024 1 372 $54M

Nearby 401(k) Plans in Massachusetts

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

Ws Asset Management, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ws Asset Management, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.044578814 · Participants: 355Ws Asset Management, Inc. 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Ws Asset Management, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ws Asset Management, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Hubert Company, LLC Savings Plan in OH ($45M); by covered participants it is Onin Group 401(k) Plan in AL (355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (355 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 Ws Asset Management, Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Ws Asset Management, Inc. 401(k) and Profit Sharing Plan surged - up 30.2% during 2023, from $34M to $45M. Reported net income was $10M.
How have Ws Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ws Asset Management, Inc.'s sponsor-wide assets grew 58.8%, from $34M to $54M.
Where does Ws Asset Management, Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ws Asset Management, Inc. 401(k) and Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ws Asset Management, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hubert Company, LLC Savings Plan in OH ($45M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Ws Asset Management, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (355 participants, $4M 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 042745768.

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.