Profit Sharing · DOL Form 5500 · 2024

Soper, Soper & Weinel LLP Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
31st
Percentile by assets National rank
$400,596
Avg per participant High balance/head
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Official DOL plan name: Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan · Sponsored by Soper, Soper & Weinel LLP · Ohio · Professional & Technical Services

$2M in assets, 6 participants

Soper, Soper & Weinel LLP's Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan reported $2M in total assets and 6 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.

  • #5,556 in Professional & Technical Services (20,173 peers)

Soper, Soper & Weinel LLP multi-year trail

Soper, Soper & Weinel LLP's plans moved +33.9% in assets from 2022 to 2024; this filing shows Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan at $2M / 6 participants.

#5,556
in Professional & Technical Services (20,173 peers)
+15.7%
assets growth YoY

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan among the smaller filed plans by assets

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan vs every filed plan by assets

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

$2,403,573 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

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps 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. Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan reported net income rose from $282K in the plan year 2023 filing to $326K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311222293 · Soper, Soper & Weinel LLP PY 2024 · Profit Sharing

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan · $2M · 6 · 31st

  • BOOK $2M
  • BOOK 6
  • BOOK 31st
  • BOOK Profit Sharing
  • BOOK near Rottman, Kingston & Neuvirth, P.C. Employees Profit Sharing Plan
  • BOOK ind #5556

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 Ohio →

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan in the asset neighbourhood

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

Soper, Soper & Weinel LLP multi-year asset trail

Sponsor-wide plan assets over time

All Soper, Soper & Weinel LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.898417445094125% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.8M $2.4M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 6 $2M
2024 1 6 $2M

Soper, Soper & Weinel LLP filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$326K
Employer EIN311222293
Plan Effective Date1989-07-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan, Total assets ($B): 0.002403573 · Participants: 6Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan side-by-side with 3 peers →

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Rottman, Kingston & Neuvirth, P.C. Employees Profit Sharing Plan in MI ($2M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan assets move in 2024? ▼
Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan grew sharply - up 15.7% during 2024, from $2M to $2M. Reported net income was $326K.
How have Soper, Soper & Weinel LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soper, Soper & Weinel LLP's sponsor-wide assets grew 33.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rottman, Kingston & Neuvirth, P.C. Employees Profit Sharing Plan in MI ($2M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Genesis Five Inc. Profit Sharing Plan in NC (6 participants, $238K 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 311222293.

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.