401(k) · DOL Form 5500 · 2024
Weber Gallagher Simpson Stapleto 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 247
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $138,488
- Avg per participant Near avg balance/head
Official DOL plan name: Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret · Sponsored by Weber Gallagher Simpson Stapleto · Pennsylvania · Professional & Technical Services
$34M in assets, 247 participants
Weber Gallagher Simpson Stapleto's Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret reported $34M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #16,045 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret covers 247 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $34M.
- #16,045
- in Professional & Technical Services (20,173 peers)
- +11.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret's outsized position by total assets
Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,206,636 Top 21% higher than 79% 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
Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret 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. Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret sits mid-pack in the medium band (247 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret reported net income rose from -$4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret reported participants rose from 210 in the plan year 2023 filing to 247 in the plan year 2024 filing.
- Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 232668892 · Weber Gallagher Simpson Stapleto PY 2024 · 401(k)
Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret · $34M · 247 · 79th
- NET $34M
- BOOK 247
- VS-ST 79th
- BOY 401(k)
- SCH near Mason Hill Advisors, LLC Profit Sharing Plan
- EBSA ind #16045
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 Pennsylvania →
Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 232668892 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weber Gallagher Simpson Stapleto)
Sponsor-wide plan assets over time
All Weber Gallagher Simpson Stapleto plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 2.452476409414453% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $35M |
| 2023 | 1 | 210 | $31M |
| 2024 | 1 | 247 | $34M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Weber Gallagher Simpson Stapleton Fires & Newby, LLP Ret's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Mason Hill Advisors, LLC Profit Sharing Plan in CT ($34M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Mason Hill Advisors, LLC Profit Sharing Plan (CT) $34M · 12
- Voyager Space Force Group 401(k) Plan (CO) $34M · 488
- Morphosys US Inc. 401(k) Plan (MA) $34M · 233
- Dakota Fence Company 401(k) Plan (ND) $34M · 404
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Propex 401(k) Savings Plan (TN) 247 · 0 off
- Hiway Credit Union 401(k) Plan and Trust (MN) 247 · 0 off
- Ek Health Services, Inc. 401(k) Profit Sharing Plan (CA) 247 · 0 off
- Solsbury Hill 401(k) Plan (CO) 247 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.