Profit Sharing · DOL Form 5500 · 2024

S.S. Dweck & Sons, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: S.S. Dweck & Sons, Inc. Retirement Plan · Sponsored by S.S. Dweck & Sons, Inc. · New Jersey · Wholesale Trade

$2M in assets, 2 participants

S.S. Dweck & Sons, Inc.'s S.S. Dweck & Sons, Inc. Retirement Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,259 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

S.S. Dweck & Sons, Inc. Retirement Plan holds $2M for 2 participants - about $1.2M per participant, in the lower half of filed plans by assets.

#1,259
in Wholesale Trade (6,080 peers)
-7.5%
assets change YoY

The plan reported a net loss of $194K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S.S. Dweck & Sons, Inc. Retirement Plan among the smaller filed plans by assets

S.S. Dweck & Sons, Inc. Retirement Plan vs every filed plan by assets

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

$2,404,181 31st percentile higher than 31% 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

S.S. Dweck & Sons, Inc. 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. S.S. Dweck & Sons, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S.S. Dweck & Sons, Inc. Retirement Plan reported net income fell from $20K in the plan year 2023 filing to -$194K in the plan year 2024 filing.
  • S.S. Dweck & Sons, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 132571811 · S.S. Dweck & Sons, Inc. PY 2024 · Profit Sharing

S.S. Dweck & Sons, Inc. Retirement Plan · $2M · 2 · 31st

  • EBSA $2M
  • PART 2
  • TYPE 31st
  • NET Profit Sharing
  • BOOK near F. Anderson Wade, Dds Profit Sharing Plan
  • VS-ST ind #1259

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 Jersey →

S.S. Dweck & Sons, Inc. Retirement Plan in the asset neighbourhood

S.S. Dweck & Sons, Inc. Retirement PlanS.S. Dweck & Sons, Inc. Reti…$2MF. Anderson Wade, Dds Profit Sharing PlanF. Anderson Wade, Dds Profit…$2MSoper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps PlanSoper, Soper & Weinel LLP Ps…$2MDelong's, Inc. Profit Sharing PlanDelong's, Inc. Profit Sharin…$2MRottman, Kingston & Neuvirth, P.C. Employees Profit Sharing PlanRottman, Kingston & Neuvirth…$2M
End-of-year total assets ($M) among S.S. Dweck & Sons, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$194K
Employer EIN132571811
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.S. Dweck & Sons, Inc.)

Sponsor-wide plan assets over time

All S.S. Dweck & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.746629419844018% vs 2022
2024 filing year
$2.3M$2.4M$2.5M$2.6M$2.7M 202220232024 $2.58M $2.4M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $2M

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

S.S. Dweck & Sons, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants S.S. Dweck & Sons, Inc. Retirement Plan, Total assets ($B): 0.002404181 · Participants: 2S.S. Dweck & Sons, Inc. Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
S.S. Dweck & Sons, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants

S.S. Dweck & Sons, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is F. Anderson Wade, Dds Profit Sharing Plan in VA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 S.S. Dweck & Sons, Inc. Retirement Plan assets move in 2024?
S.S. Dweck & Sons, Inc. Retirement Plan pulled back noticeably - down 7.5% during 2024, from $3M to $2M. Reported net income was -$194K.
How have S.S. Dweck & Sons, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), S.S. Dweck & Sons, Inc.'s sponsor-wide assets declined 6.7%, from $3M to $2M.
Which Profit Sharing plans are similar in size to S.S. Dweck & Sons, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is F. Anderson Wade, Dds Profit Sharing Plan in VA ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to S.S. Dweck & Sons, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).