Defined Benefit (Pension) · DOL Form 5500 · 2024

Weinstein Appraisal Group, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
40th
Percentile by assets National rank
$370,980
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Weinstein Appraisal Group, Inc. Cash Balance Plan · Sponsored by Weinstein Appraisal Group, Inc. · Pennsylvania · Real Estate

$4M in assets, 12 participants

Weinstein Appraisal Group, Inc.'s Weinstein Appraisal Group, Inc. Cash Balance Plan reported $4M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,749 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Weinstein Appraisal Group, Inc. Cash Balance Plan ranks #2,749 of 4,605 2024 filers by assets (583% of the sector average)-$4M for 12 participants.

#2,749
in Real Estate (4,605 peers)
+8.5%
assets growth YoY

Weinstein Appraisal Group, Inc. Cash Balance Plan's mid-pack asset rank among Real Estate and all filers

Weinstein Appraisal Group, Inc. Cash Balance Plan vs every filed plan by assets

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

$4,451,765 40th percentile higher than 40% 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

Weinstein Appraisal Group, Inc. Cash Balance 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. Weinstein Appraisal Group, Inc. Cash Balance Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Weinstein Appraisal Group, Inc. Cash Balance Plan reported net income fell from $921K in the plan year 2023 filing to $349K in the plan year 2024 filing.
  • Weinstein Appraisal Group, Inc. Cash Balance Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Weinstein Appraisal Group, Inc. Cash Balance Plan reported participants fell from 13 in the plan year 2023 filing to 12 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232529031 · Weinstein Appraisal Group, Inc. PY 2024 · Defined Benefit (Pension)

Weinstein Appraisal Group, Inc. Cash Balance Plan · $4M · 12 · 40th

  • EOY $4M
  • EOY 12
  • EOY 40th
  • EOY Defined Benefit (Pension)
  • EOY near G.W. Research, Inc. Retirement Plan
  • EOY ind #2749

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 Real Estate retirement plans → · Plans in Pennsylvania →

Weinstein Appraisal Group, Inc. Cash Balance Plan in the asset neighbourhood

Richmond Santa Rosa Vallejo Newspaper Guild Retiremet PlanRichmond Santa Rosa Vallejo …$4MThe Retirement Plan for Employees of the Guilford Savings BankThe Retirement Plan for Empl…$4MWeinstein Appraisal Group, Inc. Cash Balance PlanWeinstein Appraisal Group, I…$4MG.W. Research, Inc. Retirement PlanG.W. Research, Inc. Retireme…$4MRoofers Local 248 Pension PlanRoofers Local 248 Pension Pl…$4M
End-of-year total assets ($M) among Weinstein Appraisal Group, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$349K
Employer EIN232529031
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weinstein Appraisal Group, Inc.)

Sponsor-wide plan assets over time

All Weinstein Appraisal Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 141.29553451519283% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $4.37M $10.5M ▲ +141.2%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 2 26 $9M
2024 2 24 $11M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Weinstein Appraisal Group, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Weinstein Appraisal Group, Inc. Cash Balance Plan, Total assets ($B): 0.004451765 · Participants: 12Weinstein Appraisal Group, Inc. Cash Balance PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Weinstein Appraisal Group, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Weinstein Appraisal Group, Inc. Cash Balance Plan side-by-side with 3 peers →

Weinstein Appraisal Group, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is G.W. Research, Inc. Retirement Plan in CA ($4M); by covered participants it is Employees' Retirement Plan of Galion Community Hospital in OH (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Weinstein Appraisal Group, Inc. Cash Balance Plan assets move in 2024? ▼
Weinstein Appraisal Group, Inc. Cash Balance Plan grew at a solid clip - up 8.5% during 2024, from $4M to $4M. Reported net income was $349K.
How have Weinstein Appraisal Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weinstein Appraisal Group, Inc.'s sponsor-wide assets grew 141.3%, from $4M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Weinstein Appraisal Group, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is G.W. Research, Inc. Retirement Plan in CA ($4M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Weinstein Appraisal Group, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Galion Community Hospital in OH (12 participants, N/A 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 232529031.

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.