401(k) · DOL Form 5500 · 2023

Weber Gallagher Simpson Stapleto 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
210
Participants Below avg headcount
79th
Percentile by assets National rank
$145,626
Avg per participant Above avg balance/head
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Official DOL plan name: Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret · Sponsored by Weber Gallagher Simpson Stapleto · Pennsylvania · Professional & Technical Services

$31M in assets, 210 participants

Weber Gallagher Simpson Stapleto's Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret reported $31M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,260 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret covers 210 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $31M.

#16,260
in Professional & Technical Services (20,321 peers)
-12.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret's outsized position by total assets

Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret vs every filed plan by assets

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

$30,581,459 Top 21% higher than 79% 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 Gallagher Simpson Stapleton Fires & Newby, LLP Ret 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. Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret reported net income rose from -$11M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret end-of-year assets fell from $35M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret reported participants rose from 194 in the plan year 2022 filing to 210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232668892 · Weber Gallagher Simpson Stapleto PY 2023 · 401(k)

Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret · $31M · 210 · 79th

  • TYPE $31M
  • TYPE 210
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near Associated Skin Care Specialists, P.a. 401(k) Profit Sharing Plan
  • TYPE ind #16260

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 Pennsylvania →

Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret in the asset neighbourhood

Ampex Data Systems Corporation Savings PlanAmpex Data Systems Corporati…$31MWeber Gallagher Simpson Stapleton Fires & Newby, LLP RetWeber Gallagher Simpson Stap…$31MAssociated Skin Care Specialists, P.a. 401(k) Profit Sharing PlanAssociated Skin Care Special…$31MConcrete Holding Company 401(k) Retirement PlanConcrete Holding Company 401…$31MRoman 401(k) Plan$31M
End-of-year total assets ($M) among Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN232668892
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weber Gallagher Simpson Stapleto)

Sponsor-wide plan assets over time

All Weber Gallagher Simpson Stapleto plans reported in each filing year

Latest sponsor-wide plan assets
$34M 2.452476409414453% vs 2022
2024 filing year
$30M$32M$34M$36M 202220232024 $35.1M $34.2M ▼ -2.5%
Year Plans Participants Total Assets
2022 1 194 $35M
2023 1 210 $31M
2024 1 247 $34M

Nearby 401(k) Plans in Pennsylvania

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

Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret, Total assets ($B): 0.030581459 · Participants: 210Weber Gallagher Simpson Stapleton Fires & Newby, LLP RetComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret side-by-side with 3 peers →

Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Associated Skin Care Specialists, P.a. 401(k) Profit Sharing Plan in MN ($31M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Gallagher Simpson Stapleton Fires & Newby, LLP Ret assets move in 2023? ▼
Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret pulled back noticeably - down 12.8% during 2023, from $35M to $31M. Reported net income was -$4M.
How have Weber Gallagher Simpson Stapleto plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weber Gallagher Simpson Stapleto's sponsor-wide assets declined 2.5%, from $35M to $34M.
Where does Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret rank by assets among Form 5500 filers? ▼
Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret ranks in the 79th 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 Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret? ▼
Among 401(k) plans in other states, the closest by assets is Associated Skin Care Specialists, P.a. 401(k) Profit Sharing Plan in MN ($31M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret? ▼
Among 401(k) plans in other states, the closest by covered participants is B.E.a.T., LLC 401(k) Plan in TX (210 participants, $8M 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 232668892.

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.