401(k) · DOL Form 5500 · 2024

Alan S. Weinstein, Cpa 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 2
Participants Small participant base: 38th
Percentile by assets National rank: $1.9M
Avg per participant High balance/head

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Official DOL plan name: Alan S. Weinstein, Cpa 401(k) Plan · Sponsored by Alan S. Weinstein, Cpa · Florida · Professional & Technical Services

$4M in assets, 2 participants

Alan S. Weinstein, Cpa's Alan S. Weinstein, Cpa 401(k) Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

#6,981 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Alan S. Weinstein, Cpa 401(k) Plan holds $4M for 2 participants - about $1.9M per participant, in the lower half of filed plans by assets.

#6,981
in Professional & Technical Services (20,173 peers): +3.7%
assets growth YoY

Alan S. Weinstein, Cpa 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Alan S. Weinstein, Cpa 401(k) Plan vs every filed plan by assets

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

$3,852,380 38th percentile higher than 38% 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

Alan S. Weinstein, Cpa 401(k) 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. Alan S. Weinstein, Cpa 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Alan S. Weinstein, Cpa 401(k) Plan reported net income rose from $125K in the plan year 2023 filing to $137K in the plan year 2024 filing.
Alan S. Weinstein, Cpa 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 593147432 · Alan S. Weinstein, Cpa PY 2024 · 401(k)

Alan S. Weinstein, Cpa 401(k) Plan · $4M · 2 · 38th

EBSA $4M
PART 2
TYPE 38th
NET 401(k)
BOOK near Fisc 401(k) Plan and Trust
VS-ST ind #6981

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 Florida →

End-of-year total assets ($M) among Alan S. Weinstein, Cpa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$137K
Employer EIN	593147432
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Alan S. Weinstein, Cpa)

Latest sponsor-wide plan assets: $4M 6.635612892225059% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$4M
2023	1	2	$4M
2024	1	2	$4M

Nearby 401(k) Plans in Florida

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

Alan S. Weinstein, Cpa 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $16.3B · 40,330
Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
Adp Totalsource Retirement Savings Plan $9.2B · 310,261
Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678

Compare Alan S. Weinstein, Cpa 401(k) Plan side-by-side with 3 peers →

Alan S. Weinstein, Cpa 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Fisc 401(k) Plan and Trust in VA ($4M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Fisc 401(k) Plan and Trust (VA) $4M · 202
Arlo Solutions LLC (DC) $4M · 95
Tampico Beverages Inc. Profit Sharing Savings Plan (IL) $4M · 140
Cleveland Medical Devices, Inc. Retirement Plan (OH) $4M · 23

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Celaya, Inc. 401(k) Plan (TX) 2 · 0 off

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 Alan S. Weinstein, Cpa 401(k) Plan assets move in 2024? ▼

Alan S. Weinstein, Cpa 401(k) Plan edged up modestly - up 3.7% during 2024, from $4M to $4M. Reported net income was $137K.

How have Alan S. Weinstein, Cpa plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Alan S. Weinstein, Cpa's sponsor-wide assets grew 6.6%, from $4M to $4M.

Which 401(k) plans are similar in size to Alan S. Weinstein, Cpa 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Fisc 401(k) Plan and Trust in VA ($4M, 202 participants).

Which 401(k) plans cover a similar participant headcount to Alan S. Weinstein, Cpa 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 593147432.