401(k) · DOL Form 5500 · 2024
Weston & Sampson 401(k) Plan
Data updated 2026-08-11
- $150M
- Total assets
- 767
- Participants
- 93rd
- Percentile by assets
- $196,003
- Avg per participant
Official DOL plan name: Weston & Sampson 401(k) and Profit Sharing Plan · Sponsored by Weston & Sampson · Massachusetts · Professional & Technical Services
$150M in assets, 767 participants
Weston & Sampson's Weston & Sampson 401(k) and Profit Sharing Plan reported $150M in total assets and 767 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #18,988 in Professional & Technical Services (20,173 peers)
Where Weston & Sampson 401(k) and Profit Sharing Plan sits by assets
Weston & Sampson 401(k) and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $150M for 767 participants (~$196,003/participant), up 17.7% in 2024.
- $150M
- total plan assets (2024 EOY)
- 767
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $196,003
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Weston & Sampson 401(k) and Profit Sharing Plan reported net income fell from $29M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Weston & Sampson 401(k) and Profit Sharing Plan end-of-year assets rose from $128M in the plan year 2023 filing to $150M in the plan year 2024 filing.
- Weston & Sampson 401(k) and Profit Sharing Plan reported participants rose from 704 in the plan year 2023 filing to 767 in the plan year 2024 filing.
Weston & Sampson 401(k) and Profit Sharing Plan vs the 2024 asset distribution
By assets, Weston & Sampson 401(k) and Profit Sharing Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $128M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | $23M |
| Employer EIN | 042601194 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weston & Sampson)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 624 | $98M |
| 2023 | 1 | 704 | $128M |
| 2024 | 1 | 767 | $150M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Weston & Sampson 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Weston & Sampson 401(k) and Profit Sharing Plan by total assets, not by location.
- Home Bancshares, Inc. 401(k) and Employee Stock Ownership Plan (AR) $150M · 2,766
- Tenerity Employee Savings Plan (TX) $150M · 178
- Qrm 401(k) Retirement Savings Plan (IL) $150M · 182
- Ucare 401(k) Retirement Savings Plan (MN) $150M · 1,614
Frequently Asked Questions
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Ways to act on Weston & Sampson 401(k) and Profit Sharing Plan's numbers.
- By total assets, Weston & Sampson 401(k) and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Weston & Sampson's sponsor-wide assets have grown 52.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans