401(k) · DOL Form 5500 · 2024

Weinstein & Formanek, P.C. 401(k) Plan

Data updated 2026-08-25

$875K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$291,581
Avg per participant High balance/head
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Official DOL plan name: Weinstein & Formanek, P.C. Retirement Plan · Sponsored by Weinstein & Formanek, P.C. · New York · Professional & Technical Services

$875K in assets, 3 participants

Weinstein & Formanek, P.C.'s Weinstein & Formanek, P.C. Retirement Plan reported $875K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,444 in Professional & Technical Services (20,173 peers)

Weinstein & Formanek, P.C. multi-year trail

Weinstein & Formanek, P.C.'s plans moved +34.6% in assets from 2022 to 2024; this filing shows Weinstein & Formanek, P.C. Retirement Plan at $875K / 3 participants.

#3,444
in Professional & Technical Services (20,173 peers)
+16.9%
assets growth YoY

Weinstein & Formanek, P.C. Retirement Plan among the smaller filed plans by assets

Weinstein & Formanek, P.C. Retirement Plan vs every filed plan by assets

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

$874,743 22nd percentile higher than 22% 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 & Formanek, P.C. Retirement 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 & Formanek, P.C. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Weinstein & Formanek, P.C. Retirement Plan reported net income rose from $99K in the plan year 2023 filing to $126K in the plan year 2024 filing.
  • Weinstein & Formanek, P.C. Retirement Plan end-of-year assets rose from $749K in the plan year 2023 filing to $875K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133118260 · Weinstein & Formanek, P.C. PY 2024 · 401(k)

Weinstein & Formanek, P.C. Retirement Plan · $875K · 3 · 22nd

  • BOOK $875K
  • VS-ST 3
  • BOY 22nd
  • SCH 401(k)
  • EBSA near Right Solutions Inc. Safe Harbor 401(k) Plan
  • PART ind #3444

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 New York →

Weinstein & Formanek, P.C. Retirement Plan in the asset neighbourhood

Vaughan Associates Architects, Inc. Safe Harbor 401(k) PlanVaughan Associates Architect…$875KWeinstein & Formanek, P.C. Retirement PlanWeinstein & Formanek, P.C. R…$875KRight Solutions Inc. Safe Harbor 401(k) PlanRight Solutions Inc. Safe Ha…$875KWood River Land Trust Company Employees Savings & Retirement PlanWood River Land Trust Compan…$875KComplete Automotive Tire Center Retirement PlanComplete Automotive Tire Cen…$875K
End-of-year total assets ($M) among Weinstein & Formanek, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Weinstein & Formanek, P.C. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$875K 34.64461848205545% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.65M $0.87M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 3 $650K
2023 1 3 $749K
2024 1 3 $875K

Weinstein & Formanek, P.C. filing trail (2024)

Total Assets (Beginning of Year)$749K
Net Assets (End of Year)$875K
Net Income$126K
Employer EIN133118260
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Weinstein & Formanek, P.C. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Weinstein & Formanek, P.C. Retirement Plan, Total assets ($B): 0.000874743 · Participants: 3Weinstein & Formanek, P.C. Retirement 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
Weinstein & Formanek, P.C. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Weinstein & Formanek, P.C. Retirement Plan side-by-side with 3 peers →

Weinstein & Formanek, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Right Solutions Inc. Safe Harbor 401(k) Plan in AL ($875K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 & Formanek, P.C. Retirement Plan assets move in 2024? ▼
Weinstein & Formanek, P.C. Retirement Plan grew sharply - up 16.9% during 2024, from $749K to $875K. Reported net income was $126K.
How have Weinstein & Formanek, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weinstein & Formanek, P.C.'s sponsor-wide assets grew 34.6%, from $650K to $875K.
Where does Weinstein & Formanek, P.C. Retirement Plan rank by assets among Form 5500 filers? ▼
Weinstein & Formanek, P.C. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Weinstein & Formanek, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Right Solutions Inc. Safe Harbor 401(k) Plan in AL ($875K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Weinstein & Formanek, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 133118260.

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.