401(k) · DOL Form 5500 · 2023

Weinstein Spira & Company, P.C. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
66
Participants Small participant base
80th
Percentile by assets National rank
$478,266
Avg per participant High balance/head
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Official DOL plan name: Ws Employees' Incentive Savings Trust · Sponsored by Weinstein Spira & Company, P.C. · Texas · Professional & Technical Services

$32M in assets, 66 participants

Weinstein Spira & Company, P.C.'s Ws Employees' Incentive Savings Trust reported $32M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,359 in Professional & Technical Services (20,321 peers)

Where Ws Employees' Incentive Savings Trust sits by assets

Ws Employees' Incentive Savings Trust sits in the top quartile of all filed plans by assets, $32M for 66 participants (~$478,266/participant), up 21.1% in 2023.

#16,359
in Professional & Technical Services (20,321 peers)
+21.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ws Employees' Incentive Savings Trust's outsized position by total assets

Ws Employees' Incentive Savings Trust vs every filed plan by assets

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

$31,565,580 Top 20% higher than 80% 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 Employees' Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ws Employees' Incentive Savings Trust is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ws Employees' Incentive Savings Trust reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ws Employees' Incentive Savings Trust end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Ws Employees' Incentive Savings Trust reported participants fell from 69 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742181616 · Weinstein Spira & Company, P.C. PY 2023 · 401(k)

Ws Employees' Incentive Savings Trust · $32M · 66 · 80th

  • RANK $32M
  • RANK 66
  • RANK 80th
  • RANK 401(k)
  • RANK near Global Alliance for Tb Drug Development Retirement Plan
  • RANK ind #16359

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 Texas →

Ws Employees' Incentive Savings Trust in the asset neighbourhood

Ws Employees' Incentive Savings TrustWs Employees' Incentive Savi…$32MGlobal Alliance for Tb Drug Development Retirement PlanGlobal Alliance for Tb Drug …$32MDokken Engineering 401(k) Profit Sharing PlanDokken Engineering 401(k) Pr…$32MWausau Coated Products, Inc. 401(k) PlanWausau Coated Products, Inc.…$32MWinshape Foundation, Inc. 401(k) PlanWinshape Foundation, Inc. 40…$32M
End-of-year total assets ($M) among Ws Employees' Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN742181616
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weinstein Spira & Company, P.C.)

Sponsor-wide plan assets over time

All Weinstein Spira & Company, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 41.36664434243343% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $26.1M $36.9M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 69 $26M
2023 1 66 $32M
2024 1 72 $37M

Nearby 401(k) Plans in Texas

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

Ws Employees' Incentive Savings Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ws Employees' Incentive Savings Trust, Total assets ($B): 0.03156558 · Participants: 66Ws Employees' Incentive Savings TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ws Employees' Incentive Savings Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ws Employees' Incentive Savings Trust side-by-side with 3 peers →

Ws Employees' Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Global Alliance for Tb Drug Development Retirement Plan in NY ($32M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Employees' Incentive Savings Trust assets move in 2023? ▼
Ws Employees' Incentive Savings Trust grew sharply - up 21.1% during 2023, from $26M to $32M. Reported net income was $5M.
How have Weinstein Spira & Company, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weinstein Spira & Company, P.C.'s sponsor-wide assets grew 41.4%, from $26M to $37M.
Where does Ws Employees' Incentive Savings Trust rank by assets among Form 5500 filers? ▼
Ws Employees' Incentive Savings Trust ranks in the 80th 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 Employees' Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Global Alliance for Tb Drug Development Retirement Plan in NY ($32M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Ws Employees' Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M 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 742181616.

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.