Defined Benefit (Pension) · DOL Form 5500 · 2023

Samuel J. Weinhoff Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
2
Participants Small participant base
59th
Percentile by assets National rank
$5.0M
Avg per participant High balance/head
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Official DOL plan name: Samuel J. Weinhoff Pension Plan · Sponsored by Samuel J. Weinhoff · New York · Professional & Technical Services

$10M in assets, 2 participants

Samuel J. Weinhoff's Samuel J. Weinhoff Pension Plan reported $10M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,621 in Professional & Technical Services (20,321 peers)

Samuel J. Weinhoff multi-year trail

Samuel J. Weinhoff's plans moved +25.0% in assets from 2022 to 2024; this filing shows Samuel J. Weinhoff Pension Plan at $10M / 2 participants.

#11,621
in Professional & Technical Services (20,321 peers)
+9.7%
assets growth YoY

Samuel J. Weinhoff Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Samuel J. Weinhoff Pension Plan vs every filed plan by assets

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

$10,000,483 Top 41% higher than 59% 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

Samuel J. Weinhoff Pension 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. Samuel J. Weinhoff Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samuel J. Weinhoff Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $883K in the plan year 2023 filing.
  • Samuel J. Weinhoff Pension Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133660488 · Samuel J. Weinhoff PY 2023 · Defined Benefit (Pension)

Samuel J. Weinhoff Pension Plan · $10M · 2 · 59th

  • IND $10M
  • IND 2
  • IND 59th
  • IND Defined Benefit (Pension)
  • IND near Springfield Hospital Pension Plan
  • IND ind #11621

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 York →

Samuel J. Weinhoff Pension Plan in the asset neighbourhood

Retirement Plan for Employees of Halocarbon Products CorporationRetirement Plan for Employee…$10MBank of Commerce & Trust Company Pension PlanBank of Commerce & Trust Com…$10MSamuel J. Weinhoff Pension PlanSamuel J. Weinhoff Pension P…$10MSpringfield Hospital Pension PlanSpringfield Hospital Pension…$10MPension Plan for Hollister-Whitney Elevator Corporation Union EmployeesPension Plan for Hollister-W…$10M
End-of-year total assets ($M) among Samuel J. Weinhoff Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Samuel J. Weinhoff multi-year asset trail

Sponsor-wide plan assets over time

All Samuel J. Weinhoff plans reported in each filing year

Latest sponsor-wide plan assets
$11M 24.988865100070424% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.12M $11.4M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 2 $9M
2023 1 2 $10M
2024 1 2 $11M

Samuel J. Weinhoff filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$883K
Employer EIN133660488
Plan Effective Date2001-01-03
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Samuel J. Weinhoff Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Samuel J. Weinhoff Pension Plan, Total assets ($B): 0.010000483 · Participants: 2Samuel J. Weinhoff Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Samuel J. Weinhoff Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Samuel J. Weinhoff Pension Plan side-by-side with 3 peers →

Samuel J. Weinhoff Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Springfield Hospital Pension Plan in VT ($10M); by covered participants it is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Samuel J. Weinhoff Pension Plan assets move in 2023? ▼
Samuel J. Weinhoff Pension Plan grew at a solid clip - up 9.7% during 2023, from $9M to $10M. Reported net income was $883K.
How have Samuel J. Weinhoff plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel J. Weinhoff's sponsor-wide assets grew 25.0%, from $9M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Samuel J. Weinhoff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Springfield Hospital Pension Plan in VT ($10M, 33 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Samuel J. Weinhoff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants, $619K 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 133660488.

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.