Profit Sharing · DOL Form 5500 · 2024

Weissberg & Speller, C.P.A's., P.C. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
4
Participants Small participant base
48th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust · Sponsored by Weissberg & Speller, C.P.A's., P.C. · New York · Professional & Technical Services

$7M in assets, 4 participants

Weissberg & Speller, C.P.A's., P.C.'s Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust reported $7M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,372 in Professional & Technical Services (20,173 peers)

Weissberg & Speller, C.P.A's., P.C. multi-year trail

Weissberg & Speller, C.P.A's., P.C.'s plans moved +77.9% in assets from 2022 to 2024; this filing shows Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust at $7M / 4 participants.

#9,372
in Professional & Technical Services (20,173 peers)
+29.5%
assets growth YoY

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust vs every filed plan by assets

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

$7,024,878 48th percentile higher than 48% 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

Weissberg & Speller, C.P.A's., P.C. Retirement 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. Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 113179015 · Weissberg & Speller, C.P.A's., P.C. PY 2024 · Profit Sharing

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust · $7M · 4 · 48th

  • IND $7M
  • IND 4
  • IND 48th
  • IND Profit Sharing
  • IND near Quarryville Presbyterian Retirement Community 401(k) Plan
  • IND ind #9372

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 →

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust in the asset neighbourhood

Quarryville Presbyterian Retirement Community 401(k) PlanQuarryville Presbyterian Ret…$7MLighting Retrofit International,LLC Prevailing Wage PlanLighting Retrofit Internatio…$7MWeissberg & Speller, C.P.A's., P.C. Retirement Plan & TrustWeissberg & Speller, C.P.A's…$7MAppraisals Unlimited, Inc. Profit Sharing PlanAppraisals Unlimited, Inc. P…$7MAmerican Providers, Inc. Profit Sharing Plan and TrustAmerican Providers, Inc. Pro…$7M
End-of-year total assets ($M) among Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Weissberg & Speller, C.P.A's., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Weissberg & Speller, C.P.A's., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 77.93758525004782% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.95M $7.02M ▲ +77.7%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $5M
2024 1 4 $7M

Weissberg & Speller, C.P.A's., P.C. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN113179015
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust, Total assets ($B): 0.007024878 · Participants: 4Weissberg & Speller, C.P.A's., P.C. Retirement Plan & TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust side-by-side with 3 peers →

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Quarryville Presbyterian Retirement Community 401(k) Plan in PA ($7M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust assets move in 2024? ▼
Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust grew sharply - up 29.5% during 2024, from $5M to $7M. Reported net income was $2M.
How have Weissberg & Speller, C.P.A's., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weissberg & Speller, C.P.A's., P.C.'s sponsor-wide assets grew 77.9%, from $4M to $7M.
Which Profit Sharing plans are similar in size to Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Quarryville Presbyterian Retirement Community 401(k) Plan in PA ($7M, 197 participants).
Which Profit Sharing plans cover a similar participant headcount to Weissberg & Speller, C.P.A's., P.C. Retirement Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 113179015.

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.