401(k) · DOL Form 5500 · 2024
Weinstein-Wilkes Financial Group, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Weinstein-Wilkes Financial Group, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Weinstein-Wilkes Financial Group, LLC · Florida · Finance & Insurance
$8M in assets, 6 participants
Weinstein-Wilkes Financial Group, LLC's Weinstein-Wilkes Financial Group, LLC 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #2,997 in Finance & Insurance (8,549 peers)
Weinstein-Wilkes Financial Group, LLC multi-year trail
Weinstein-Wilkes Financial Group, LLC's plans moved +57.7% in assets from 2022 to 2024; this filing shows Weinstein-Wilkes Financial Group, LLC 401(k) Profit Sharing Plan & Trust at $8M / 6 participants.
- #2,997
- in Finance & Insurance (8,549 peers)
- +23.3%
- assets growth YoY
Weinstein-Wilkes Financial Group, LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Weinstein-Wilkes Financial Group, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,832,827 Top 49% higher than 51% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Weinstein-Wilkes Financial Group, LLC 401(k) Profit Sharing Plan & Trust 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-Wilkes Financial Group, LLC 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Weinstein-Wilkes Financial Group, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Weinstein-Wilkes Financial Group, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 263002321 · Weinstein-Wilkes Financial Group, LLC PY 2024 · 401(k)
Weinstein-Wilkes Financial Group, LLC 401(k) Profit Sharing Plan & Trust · $8M · 6 · 51st
- 5500 $8M
- ASSETS 6
- PCT 51st
- EIN 401(k)
- RANK near Craig Realty Group Retirement Savings Plan
- PHOTO ind #2997
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 Finance & Insurance retirement plans → · Plans in Florida →
Weinstein-Wilkes Financial Group, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Weinstein-Wilkes Financial Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Weinstein-Wilkes Financial Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 57.7351646025854% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $5M |
| 2023 | 1 | 6 | $6M |
| 2024 | 1 | 6 | $8M |
Weinstein-Wilkes Financial Group, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 263002321 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Weinstein-Wilkes Financial Group, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Craig Realty Group Retirement Savings Plan in CA ($8M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.