401(k) · DOL Form 5500 · 2024

Weston & Sampson 401(k) Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
767
Participants Near avg headcount
93rd
Percentile by assets National rank
$196,003
Avg per participant Above avg balance/head
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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.

  • #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.

#18,988
in Professional & Technical Services (20,173 peers)
+17.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Weston & Sampson 401(k) and Profit Sharing Plan's outsized position by total assets

Weston & Sampson 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$150,334,363 Top 7% higher than 93% 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

Weston & Sampson 401(k) and Profit Sharing 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. Weston & Sampson 401(k) and Profit Sharing Plan sits mid-pack in the medium band (767 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042601194 · Weston & Sampson PY 2024 · 401(k)

Weston & Sampson 401(k) and Profit Sharing Plan · $150M · 767 · 93rd

  • BOOK $150M
  • BOOK 767
  • BOOK 93rd
  • BOOK 401(k)
  • BOOK near Home Bancshares, Inc. 401(k) and Employee Stock Ownership Plan
  • BOOK ind #18988

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 Massachusetts →

Weston & Sampson 401(k) and Profit Sharing Plan in the asset neighbourhood

Weston & Sampson 401(k) and Profit Sharing PlanWeston & Sampson 401(k) and …$150MHome Bancshares, Inc. 401(k) and Employee Stock Ownership PlanHome Bancshares, Inc. 401(k)…$150MTenerity Employee Savings PlanTenerity Employee Savings Pl…$150MQrm 401(k) Retirement Savings PlanQrm 401(k) Retirement Saving…$150MUcare 401(k) Retirement Savings PlanUcare 401(k) Retirement Savi…$150M
End-of-year total assets ($M) among Weston & Sampson 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$150M
Net Income$23M
Employer EIN042601194
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weston & Sampson)

Sponsor-wide plan assets over time

All Weston & Sampson plans reported in each filing year

Latest sponsor-wide plan assets
$150M 52.63938097688866% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $98.5M $150M ▲ +52.6%
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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Weston & Sampson 401(k) and Profit Sharing Plan, Total assets ($B): 0.150334363 · Participants: 767Weston & Sampson 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Weston & Sampson 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Weston & Sampson 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Weston & Sampson 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Home Bancshares, Inc. 401(k) and Employee Stock Ownership Plan in AR ($150M); by covered participants it is Bestbet Holdings, Inc. 401(k) Plan in FL (767 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150M here).

Similar participant headcount

Nearest other-state filings by covered participants (767 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 Weston & Sampson 401(k) and Profit Sharing Plan assets move in 2024? ▼
Weston & Sampson 401(k) and Profit Sharing Plan grew sharply - up 17.7% during 2024, from $128M to $150M. Reported net income was $23M.
How have Weston & Sampson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weston & Sampson's sponsor-wide assets grew 52.6%, from $98M to $150M.
Where does Weston & Sampson 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Weston & Sampson 401(k) and Profit Sharing Plan ranks in the 93rd 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 Weston & Sampson 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Home Bancshares, Inc. 401(k) and Employee Stock Ownership Plan in AR ($150M, 2,766 participants).
Which 401(k) plans cover a similar participant headcount to Weston & Sampson 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bestbet Holdings, Inc. 401(k) Plan in FL (767 participants, $22M 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 042601194.

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.