401(k) · DOL Form 5500 · 2024

Weinstein Zugman, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
27th
Percentile by assets National rank
$171,985
Avg per participant Above avg balance/head
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Official DOL plan name: Weinstein Zugman, LLC 401(k) Plan · Sponsored by Weinstein Zugman, LLC · Florida · Professional & Technical Services

$2M in assets, 9 participants

Weinstein Zugman, LLC's Weinstein Zugman, LLC 401(k) Plan reported $2M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,483 in Professional & Technical Services (20,173 peers)

Weinstein Zugman, LLC multi-year trail

Weinstein Zugman, LLC's plans moved -19.0% in assets from 2022 to 2024; this filing shows Weinstein Zugman, LLC 401(k) Plan at $2M / 9 participants.

#4,483
in Professional & Technical Services (20,173 peers)
-20.8%
assets change YoY

The plan reported a net loss of $407K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weinstein Zugman, LLC 401(k) Plan among the smaller filed plans by assets

Weinstein Zugman, LLC 401(k) Plan vs every filed plan by assets

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

$1,547,863 27th percentile higher than 27% 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 Zugman, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weinstein Zugman, LLC 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Weinstein Zugman, LLC 401(k) Plan reported net income fell from $45K in the plan year 2023 filing to -$407K in the plan year 2024 filing.
  • Weinstein Zugman, LLC 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200453834 · Weinstein Zugman, LLC PY 2024 · 401(k)

Weinstein Zugman, LLC 401(k) Plan · $2M · 9 · 27th

  • IND $2M
  • IND 9
  • IND 27th
  • IND 401(k)
  • IND near Shell Retail and Convenience Operations 401(k) Plan
  • IND ind #4483

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 Florida →

Weinstein Zugman, LLC 401(k) Plan in the asset neighbourhood

Weinstein Zugman, LLC 401(k) PlanWeinstein Zugman, LLC 401(k)…$2MShell Retail and Convenience Operations 401(k) PlanShell Retail and Convenience…$2MDrs Holdings Incentive Savings PlanDrs Holdings Incentive Savin…$2MAverill Hospitality LLC 401(k) PlanAverill Hospitality LLC 401(…$2MFourth Estate 401(k)$2M
End-of-year total assets ($M) among Weinstein Zugman, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Weinstein Zugman, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Weinstein Zugman, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.9697250799381% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.91M $1.55M ▼ -18.8%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 9 $2M
2024 1 9 $2M

Weinstein Zugman, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$407K
Employer EIN200453834
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Weinstein Zugman, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Weinstein Zugman, LLC 401(k) Plan, Total assets ($B): 0.001547863 · Participants: 9Weinstein Zugman, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Weinstein Zugman, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Weinstein Zugman, LLC 401(k) Plan side-by-side with 3 peers →

Weinstein Zugman, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Shell Retail and Convenience Operations 401(k) Plan in TX ($2M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Zugman, LLC 401(k) Plan assets move in 2024? ▼
Weinstein Zugman, LLC 401(k) Plan declined sharply - down 20.8% during 2024, from $2M to $2M. Reported net income was -$407K.
How have Weinstein Zugman, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weinstein Zugman, LLC's sponsor-wide assets declined 19.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Weinstein Zugman, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shell Retail and Convenience Operations 401(k) Plan in TX ($2M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Weinstein Zugman, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 200453834.

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.