ESOP · DOL Form 5500 · 2024

Perelson Weiner Accountants and Advisors, Inc ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
57
Participants Small participant base
76th
Percentile by assets National rank
$485,135
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Perelson Weiner Employee Stock Ownership Plan · Sponsored by Perelson Weiner Accountants and Advisors, Inc · New York · Professional & Technical Services

$28M in assets, 57 participants

Perelson Weiner Accountants and Advisors, Inc's Perelson Weiner Employee Stock Ownership Plan reported $28M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,336 in Professional & Technical Services (20,173 peers)

Where Perelson Weiner Employee Stock Ownership Plan sits by assets

Perelson Weiner Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $28M for 57 participants (~$485,135/participant), up 1129.0% in 2024.

#15,336
in Professional & Technical Services (20,173 peers)
+1129.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Perelson Weiner Employee Stock Ownership Plan's outsized position by total assets

Perelson Weiner Employee Stock Ownership Plan vs every filed plan by assets

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

$27,652,700 Top 24% higher than 76% 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

Perelson Weiner Employee Stock Ownership 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. Perelson Weiner Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 133399047 · Perelson Weiner Accountants and Advisors, Inc PY 2024 · ESOP

Perelson Weiner Employee Stock Ownership Plan · $28M · 57 · 76th

  • NET $28M
  • NET 57
  • NET 76th
  • NET ESOP
  • NET near Palmer Group Employee Stock Ownership Plan
  • NET ind #15336

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 What is an ESOP? → · Plans in New York →

Perelson Weiner Employee Stock Ownership Plan in the asset neighbourhood

D&a Companies, Inc. Employee Stock Ownership PlanD&a Companies, Inc. Employee…$28MDorsett Industries Employee Stock Ownership PlanDorsett Industries Employee …$28MPerelson Weiner Employee Stock Ownership PlanPerelson Weiner Employee Sto…$28MPalmer Group Employee Stock Ownership PlanPalmer Group Employee Stock …$28MCk Supply Employee Stock Ownership PlanCk Supply Employee Stock Own…$28M
End-of-year total assets ($M) among Perelson Weiner Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$5M
Net Income-$7M
Employer EIN133399047
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Perelson Weiner Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Perelson Weiner Employee Stock Ownership Plan, Total assets ($M): 27.6527 · Participants: 57Perelson Weiner Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Perelson Weiner Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Perelson Weiner Employee Stock Ownership Plan side-by-side with 3 peers →

Perelson Weiner Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Palmer Group Employee Stock Ownership Plan in IA ($28M); by covered participants it is Ma Bank Employee Stock Ownership Plan in MO (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Perelson Weiner Employee Stock Ownership Plan assets move in 2024? ▼
Perelson Weiner Employee Stock Ownership Plan surged - up 1129.0% during 2024, from $2M to $28M. Reported net income was -$7M.
Where does Perelson Weiner Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Perelson Weiner Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Perelson Weiner Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Palmer Group Employee Stock Ownership Plan in IA ($28M, 187 participants).
Which ESOP plans cover a similar participant headcount to Perelson Weiner Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ma Bank Employee Stock Ownership Plan in MO (57 participants, $3M 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 133399047.

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.