401(k) · DOL Form 5500 · 2024

Weinstein Spira & Company, P.C. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
72
Participants Small participant base
80th
Percentile by assets National rank
$511,813
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ws Employees' Incentive Savings Trust · Sponsored by Weinstein Spira & Company, P.C. · Texas · Professional & Technical Services

$37M in assets, 72 participants

Weinstein Spira & Company, P.C.'s Ws Employees' Incentive Savings Trust reported $37M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,282 in Professional & Technical Services (20,173 peers)

Where Ws Employees' Incentive Savings Trust sits by assets

Ws Employees' Incentive Savings Trust sits in the top quartile of all filed plans by assets, $37M for 72 participants (~$511,813/participant), up 16.7% in 2024.

#16,282
in Professional & Technical Services (20,173 peers)
+16.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ws Employees' Incentive Savings Trust's outsized position by total assets

Ws Employees' Incentive Savings Trust vs every filed plan by assets

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

$36,850,521 Top 20% higher than 80% 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

Ws Employees' Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ws Employees' Incentive Savings Trust is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ws Employees' Incentive Savings Trust end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Ws Employees' Incentive Savings Trust reported participants rose from 66 in the plan year 2023 filing to 72 in the plan year 2024 filing.
  • Ws Employees' Incentive Savings Trust reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 742181616 · Weinstein Spira & Company, P.C. PY 2024 · 401(k)

Ws Employees' Incentive Savings Trust · $37M · 72 · 80th

  • BOOK $37M
  • BOOK 72
  • BOOK 80th
  • BOOK 401(k)
  • BOOK near Francisco Partners 401(k) Plan
  • BOOK ind #16282

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 Texas →

Ws Employees' Incentive Savings Trust in the asset neighbourhood

Ws Employees' Incentive Savings TrustWs Employees' Incentive Savi…$37MFrancisco Partners 401(k) PlanFrancisco Partners 401(k) Pl…$37MDenali Universal Services 401(k) Retirement PlanDenali Universal Services 40…$37MOllie's Bargain Outlet, Inc. 401(k) Retirement PlanOllie's Bargain Outlet, Inc.…$37MThe Doall Group Profit Sharing PlanThe Doall Group Profit Shari…$37M
End-of-year total assets ($M) among Ws Employees' Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN742181616
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weinstein Spira & Company, P.C.)

Sponsor-wide plan assets over time

All Weinstein Spira & Company, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 41.36664434243343% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $26.1M $36.9M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 69 $26M
2023 1 66 $32M
2024 1 72 $37M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ws Employees' Incentive Savings Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ws Employees' Incentive Savings Trust, Total assets ($B): 0.036850521 · Participants: 72Ws Employees' Incentive Savings TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Ws Employees' Incentive Savings Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ws Employees' Incentive Savings Trust side-by-side with 3 peers →

Ws Employees' Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Francisco Partners 401(k) Plan in CA ($37M); by covered participants it is Hi-Tek Professional 401(k) Plan in PA (72 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Ws Employees' Incentive Savings Trust assets move in 2024? ▼
Ws Employees' Incentive Savings Trust grew sharply - up 16.7% during 2024, from $32M to $37M. Reported net income was $5M.
How have Weinstein Spira & Company, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weinstein Spira & Company, P.C.'s sponsor-wide assets grew 41.4%, from $26M to $37M.
Where does Ws Employees' Incentive Savings Trust rank by assets among Form 5500 filers? ▼
Ws Employees' Incentive Savings Trust ranks in the 80th 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 401(k) plans are similar in size to Ws Employees' Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Francisco Partners 401(k) Plan in CA ($37M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Ws Employees' Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hi-Tek Professional 401(k) Plan in PA (72 participants, $13M 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 742181616.

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.