Defined Benefit (Pension) · DOL Form 5500 · 2024

Wilentz, Goldman, & Spitzer, P.a. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
63
Participants Small participant base
59th
Percentile by assets National rank
$188,458
Avg per participant Above avg balance/head
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Official DOL plan name: Wilentz, Goldman, & Spitzer, P.a. Pension Plan · Sponsored by Wilentz, Goldman, & Spitzer, P.a. · New Jersey · Professional & Technical Services

$12M in assets, 63 participants

Wilentz, Goldman, & Spitzer, P.a.'s Wilentz, Goldman, & Spitzer, P.a. Pension Plan reported $12M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,702 in Professional & Technical Services (20,173 peers)

Wilentz, Goldman, & Spitzer, P.a. multi-year trail

Wilentz, Goldman, & Spitzer, P.a.'s plans moved +13.4% in assets from 2022 to 2024; this filing shows Wilentz, Goldman, & Spitzer, P.a. Pension Plan at $12M / 63 participants.

#11,702
in Professional & Technical Services (20,173 peers)
-2.8%
assets change YoY

The plan reported a net loss of $320K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilentz, Goldman, & Spitzer, P.a. Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wilentz, Goldman, & Spitzer, P.a. Pension Plan vs every filed plan by assets

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

$11,872,850 Top 41% higher than 59% 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. Pension Plan among smaller 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. Pension Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilentz, Goldman, & Spitzer, P.a. Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$320K in the plan year 2024 filing.
  • Wilentz, Goldman, & Spitzer, P.a. Pension Plan end-of-year assets fell from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222292919 · Wilentz, Goldman, & Spitzer, P.a. PY 2024 · Defined Benefit (Pension)

Wilentz, Goldman, & Spitzer, P.a. Pension Plan · $12M · 63 · 59th

  • NET $12M
  • NET 63
  • NET 59th
  • NET Defined Benefit (Pension)
  • NET near Peoples National Bank of Kewanee Pension Plan
  • NET ind #11702

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. Pension Plan in the asset neighbourhood

Peoples National Bank of Kewanee Pension PlanPeoples National Bank of Kew…$12MWilentz, Goldman, & Spitzer, P.a. Pension PlanWilentz, Goldman, & Spitzer,…$12MFish Canners - United Industrial Workers Pension PlanFish Canners - United Indust…$12MContinental Cement Company, LLC Pension Plan B for Union EmployeesContinental Cement Company, …$12MMpd, Inc. Employees' Pension PlanMpd, Inc. Employees' Pension…$12M
End-of-year total assets ($M) among Wilentz, Goldman, & Spitzer, P.a. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Wilentz, Goldman, & Spitzer, P.a. multi-year asset trail

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

Wilentz, Goldman, & Spitzer, P.a. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$320K
Employer EIN222292919
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wilentz, Goldman, & Spitzer, P.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Wilentz, Goldman, & Spitzer, P.a. Pension Plan, Total assets ($B): 0.01187285 · Participants: 63Wilentz, Goldman, & Spitzer, P.a. Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Wilentz, Goldman, & Spitzer, P.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

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

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Peoples National Bank of Kewanee Pension Plan in IL ($12M); by covered participants it is Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees in GA (63 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 Wilentz, Goldman, & Spitzer, P.a. Pension Plan assets move in 2024?
Wilentz, Goldman, & Spitzer, P.a. Pension Plan edged down modestly - down 2.8% during 2024, from $12M to $12M. Reported net income was -$320K.
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.
Which Defined Benefit (Pension) plans are similar in size to Wilentz, Goldman, & Spitzer, P.a. Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Peoples National Bank of Kewanee Pension Plan in IL ($12M, 59 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wilentz, Goldman, & Spitzer, P.a. Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees in GA (63 participants, $24M in assets).