401(k) · DOL Form 5500 · 2024
Wiss & Company, LLP 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 294
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $187,629
- Avg per participant Above avg balance/head
Official DOL plan name: Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company · Sponsored by Wiss & Company, LLP · New Jersey · Professional & Technical Services
$55M in assets, 294 participants
Wiss & Company, LLP's Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company reported $55M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #17,351 in Professional & Technical Services (20,173 peers)
Coverage in New Jersey
Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company covers 294 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $55M.
- #17,351
- in Professional & Technical Services (20,173 peers)
- +14.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company's outsized position by total assets
Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,162,809 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company 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. Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company sits mid-pack in the medium band (294 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company end-of-year assets rose from $48M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 221732349 · Wiss & Company, LLP PY 2024 · 401(k)
Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company · $55M · 294 · 85th
- VS-ST $55M
- VS-ST 294
- VS-ST 85th
- VS-ST 401(k)
- VS-ST near Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust
- VS-ST ind #17351
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 →
Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $7M |
| Employer EIN | 221732349 |
| Plan Effective Date | 1987-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wiss & Company, LLP)
Sponsor-wide plan assets over time
All Wiss & Company, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 37.68731828839017% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $40M |
| 2023 | 1 | 293 | $48M |
| 2024 | 1 | 294 | $55M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust in MD ($55M); by covered participants it is Topographic Om, Inc. Retirement Plan in TX (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
- Topographic Om, Inc. Retirement Plan (TX) 294 · 0 off
- Calbag Metals Company Profit Sharing Plan (OR) 294 · 0 off
- Wood Rodgers 401(k) Plan (CA) 294 · 0 off
- Simonson Properties Company 401(k) Savings Plan (MN) 294 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.