401(k) · DOL Form 5500 · 2023

Wiss & Company, LLP 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
293
Participants Below avg headcount
85th
Percentile by assets National rank
$163,803
Avg per participant Above avg balance/head
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Official DOL plan name: Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company · Sponsored by Wiss & Company, LLP · New Jersey · Professional & Technical Services

$48M in assets, 293 participants

Wiss & Company, LLP's Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company reported $48M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,517 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company covers 293 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $48M.

#17,517
in Professional & Technical Services (20,321 peers)
+19.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company's outsized position by total assets

Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company vs every filed plan by assets

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

$47,994,169 Top 15% higher than 85% 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

Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company 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. Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company end-of-year assets rose from $40M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company reported participants rose from 267 in the plan year 2022 filing to 293 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221732349 · Wiss & Company, LLP PY 2023 · 401(k)

Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company · $48M · 293 · 85th

  • TYPE $48M
  • NET 293
  • BOOK 85th
  • VS-ST 401(k)
  • BOY near Belden Holding and Acquisition Company 401(k) Plan
  • SCH ind #17517

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 →

Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company in the asset neighbourhood

Guild Education, Inc. 401(k) PlanGuild Education, Inc. 401(k)…$48MSports Endeavors, LLC 401(k) PlanSports Endeavors, LLC 401(k)…$48MDeferred Salary Profit Sharing Plan for the Employees of Wiss & CompanyDeferred Salary Profit Shari…$48MBelden Holding and Acquisition Company 401(k) PlanBelden Holding and Acquisiti…$48MOliver, Inc. 401(k) Retirement PlanOliver, Inc. 401(k) Retireme…$48M
End-of-year total assets ($M) among Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$48M
Net Income$8M
Employer EIN221732349
Plan Effective Date1987-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wiss & Company, LLP)

Sponsor-wide plan assets over time

All Wiss & Company, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$55M 37.68731828839017% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.1M $55.2M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 267 $40M
2023 1 293 $48M
2024 1 294 $55M

Nearby 401(k) Plans in New Jersey

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

Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company, Total assets ($B): 0.047994169 · Participants: 293Deferred Salary Profit Sharing Plan for the Employees of Wiss & CompanyJPMorgan 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
Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company side-by-side with 3 peers →

Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Belden Holding and Acquisition Company 401(k) Plan in OH ($48M); by covered participants it is Bueno Foods 401(k) Plan in NM (293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company assets move in 2023? ▼
Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company grew sharply - up 19.8% during 2023, from $40M to $48M. Reported net income was $8M.
How have Wiss & Company, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wiss & Company, LLP's sponsor-wide assets grew 37.7%, from $40M to $55M.
Where does Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company rank by assets among Form 5500 filers? ▼
Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company ranks in the 85th 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 Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company? ▼
Among 401(k) plans in other states, the closest by assets is Belden Holding and Acquisition Company 401(k) Plan in OH ($48M, 531 participants).
Which 401(k) plans cover a similar participant headcount to Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Bueno Foods 401(k) Plan in NM (293 participants, $9M 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 221732349.

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.