401(k) · DOL Form 5500 · 2024

The Weeks-Lerman Group, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
49
Participants Small participant base
42nd
Percentile by assets National rank
$99,393
Avg per participant Below avg balance/head
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Official DOL plan name: The Weeks-Lerman Group, LLC 401(k) Plan · Sponsored by The Weeks-Lerman Group, LLC · New York · Wholesale Trade

$5M in assets, 49 participants

The Weeks-Lerman Group, LLC's The Weeks-Lerman Group, LLC 401(k) Plan reported $5M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,902 in Wholesale Trade (6,080 peers)

The Weeks-Lerman Group, LLC multi-year trail

The Weeks-Lerman Group, LLC's plans moved +16.7% in assets from 2022 to 2024; this filing shows The Weeks-Lerman Group, LLC 401(k) Plan at $5M / 49 participants.

#1,902
in Wholesale Trade (6,080 peers)
+12.5%
assets growth YoY

The Weeks-Lerman Group, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

The Weeks-Lerman Group, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,870,272 42nd percentile higher than 42% of 123,620 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 2024

The Weeks-Lerman Group, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Weeks-Lerman Group, LLC 401(k) Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Weeks-Lerman Group, LLC 401(k) Plan reported net income rose from $158K in the plan year 2023 filing to $539K in the plan year 2024 filing.
  • The Weeks-Lerman Group, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Weeks-Lerman Group, LLC 401(k) Plan reported participants fell from 51 in the plan year 2023 filing to 49 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 113297099 · The Weeks-Lerman Group, LLC PY 2024 · 401(k)

The Weeks-Lerman Group, LLC 401(k) Plan · $5M · 49 · 42nd

  • SCH $5M
  • SCH 49
  • SCH 42nd
  • SCH 401(k)
  • SCH near Tax Deferred Annuity Plan of Community Health Alliance
  • SCH ind #1902

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 Wholesale Trade retirement plans → · Plans in New York →

The Weeks-Lerman Group, LLC 401(k) Plan in the asset neighbourhood

The Weeks-Lerman Group, LLC 401(k) PlanThe Weeks-Lerman Group, LLC …$5MTax Deferred Annuity Plan of Community Health AllianceTax Deferred Annuity Plan of…$5MMacdonald Financial Services 401(k) PlanMacdonald Financial Services…$5MStanhope Framers, Inc. 401(k) Profit Sharing PlanStanhope Framers, Inc. 401(k…$5MMacuch Steel Products, Inc. 401(k) Profit Sharing Plan and TrustMacuch Steel Products, Inc. …$5M
End-of-year total assets ($M) among The Weeks-Lerman Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Weeks-Lerman Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Weeks-Lerman Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.72507387781221% vs 2022
2024 filing year
$4M$4.5M$5M 202220232024 $4.17M $4.87M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 57 $4M
2023 1 51 $4M
2024 1 49 $5M

The Weeks-Lerman Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$539K
Employer EIN113297099
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

The Weeks-Lerman Group, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Weeks-Lerman Group, LLC 401(k) Plan, Total assets ($B): 0.004870272 · Participants: 49The Weeks-Lerman Group, LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Weeks-Lerman Group, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Weeks-Lerman Group, LLC 401(k) Plan side-by-side with 3 peers →

The Weeks-Lerman Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tax Deferred Annuity Plan of Community Health Alliance in NV ($5M); by covered participants it is Neal and Harwell Profit Sharing Plan in TN (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Weeks-Lerman Group, LLC 401(k) Plan assets move in 2024? ▼
The Weeks-Lerman Group, LLC 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $4M to $5M. Reported net income was $539K.
How have The Weeks-Lerman Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Weeks-Lerman Group, LLC's sponsor-wide assets grew 16.7%, from $4M to $5M.
Which 401(k) plans are similar in size to The Weeks-Lerman Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tax Deferred Annuity Plan of Community Health Alliance in NV ($5M, 285 participants).
Which 401(k) plans cover a similar participant headcount to The Weeks-Lerman Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Neal and Harwell Profit Sharing Plan in TN (49 participants, $43M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113297099.

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.