401(k) · DOL Form 5500 · 2024
Ws Weiss Cpa PC 401(k) Plan
Data updated 2026-08-25
- $511K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $127,701
- Avg per participant Near avg balance/head
Official DOL plan name: Ws Weiss Cpa PC 401(k) Plan · Sponsored by Ws Weiss Cpa PC · Arizona · Professional & Technical Services
$511K in assets, 4 participants
Ws Weiss Cpa PC's Ws Weiss Cpa PC 401(k) Plan reported $511K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #2,735 in Professional & Technical Services (20,173 peers)
Ws Weiss Cpa PC multi-year trail
Ws Weiss Cpa PC's plans moved +39.3% in assets from 2022 to 2024; this filing shows Ws Weiss Cpa PC 401(k) Plan at $511K / 4 participants.
- #2,735
- in Professional & Technical Services (20,173 peers)
- +20.1%
- assets growth YoY
Ws Weiss Cpa PC 401(k) Plan among the smaller filed plans by assets
Ws Weiss Cpa PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$510,804 18th percentile higher than 18% 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
Ws Weiss Cpa PC 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. Ws Weiss Cpa PC 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ws Weiss Cpa PC 401(k) Plan reported net income rose from $58K in the plan year 2023 filing to $86K in the plan year 2024 filing.
- Ws Weiss Cpa PC 401(k) Plan end-of-year assets rose from $425K in the plan year 2023 filing to $511K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 260049946 · Ws Weiss Cpa PC PY 2024 · 401(k)
Ws Weiss Cpa PC 401(k) Plan · $511K · 4 · 18th
- TYPE $511K
- NET 4
- BOOK 18th
- VS-ST 401(k)
- BOY near True Legacy 401(k) Plan
- SCH ind #2735
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 Arizona →
Ws Weiss Cpa PC 401(k) Plan in the asset neighbourhood
Ws Weiss Cpa PC multi-year asset trail
Sponsor-wide plan assets over time
All Ws Weiss Cpa PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $511K 39.28194556921642% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $367K |
| 2023 | 1 | 4 | $425K |
| 2024 | 1 | 4 | $511K |
Ws Weiss Cpa PC filing trail (2024)
| Total Assets (Beginning of Year) | $425K |
|---|---|
| Net Assets (End of Year) | $511K |
| Net Income | $86K |
| Employer EIN | 260049946 |
| Plan Effective Date | 2017-11-09 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Ws Weiss Cpa PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is True Legacy 401(k) Plan in CA ($511K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($511K here).
- True Legacy 401(k) Plan (CA) $511K · 72
- Siris Pharmaceutical Services 401(k) Profit Sharing Plan & Trust (NJ) $511K · 3
- Salt & Smoke 401(k) Plan (MO) $511K · 174
- Lake Shore Country Club 401(k) Retirement Plan (PA) $511K · 8
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.