401(k) · DOL Form 5500 · 2024

Wilentz, Goldman & Spitzer, P.a. 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
251
Participants Below avg headcount
90th
Percentile by assets National rank
$373,457
Avg per participant High balance/head
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Official DOL plan name: Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan · Sponsored by Wilentz, Goldman & Spitzer, P.a. · New Jersey · Professional & Technical Services

$94M in assets, 251 participants

Wilentz, Goldman & Spitzer, P.a.'s Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan reported $94M in total assets and 251 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,371 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan covers 251 participants in New Jersey, about 30% of the average New Jersey filer (state average ~844 per filing). Assets: $94M.

#18,371
in Professional & Technical Services (20,173 peers)
+5.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan's outsized position by total assets

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan vs every filed plan by assets

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

$93,737,755 Top 10% higher than 90% 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

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan reported participants rose from 219 in the plan year 2023 filing to 251 in the plan year 2024 filing.
  • Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan end-of-year assets rose from $89M in the plan year 2023 filing to $94M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 222292919 · Wilentz, Goldman & Spitzer, P.a. PY 2024 · 401(k)

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan · $94M · 251 · 90th

  • BOY $94M
  • BOY 251
  • BOY 90th
  • BOY 401(k)
  • BOY near Eskenazi Medical Group Retirement Savings Plan
  • BOY ind #18371

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 Jersey →

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan in the asset neighbourhood

Employee Savings and Deferred Income Plan of Munich American Reassurance CompanyEmployee Savings and Deferre…$94MEskenazi Medical Group Retirement Savings PlanEskenazi Medical Group Retir…$94MWilentz, Goldman, & Spitzer, P.a. 401(k) PlanWilentz, Goldman, & Spitzer,…$94MSubaru Distributors Corp. Retirement Plan and TrustSubaru Distributors Corp. Re…$94MGentex Corporation Retirement PlanGentex Corporation Retiremen…$94M
End-of-year total assets ($M) among Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$94M
Net Income$5M
Employer EIN222292919
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilentz, Goldman & Spitzer, P.a.)

Sponsor-wide plan assets over time

All Wilentz, Goldman & Spitzer, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 13.410746651014119% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $93.1M $106M ▲ +13.4%
Year Plans Participants Total Assets
2022 2 282 $93M
2023 2 282 $101M
2024 2 314 $106M

Nearby 401(k) Plans in New Jersey

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

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan, Total assets ($B): 0.093737755 · Participants: 251Wilentz, Goldman, & Spitzer, P.a. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan side-by-side with 3 peers →

Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Eskenazi Medical Group Retirement Savings Plan in IN ($94M); by covered participants it is Dependable Home Health Care, Inc. 401(k) Savings Plan in MN (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan assets move in 2024? ▼
Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan grew at a solid clip - up 5.9% during 2024, from $89M to $94M. Reported net income was $5M.
How have Wilentz, Goldman & Spitzer, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilentz, Goldman & Spitzer, P.a.'s sponsor-wide assets grew 13.4%, from $93M to $106M.
Where does Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eskenazi Medical Group Retirement Savings Plan in IN ($94M, 297 participants).
Which 401(k) plans cover a similar participant headcount to Wilentz, Goldman, & Spitzer, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dependable Home Health Care, Inc. 401(k) Savings Plan in MN (251 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 222292919.

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.