401(k) · DOL Form 5500 · 2022

Weiss Asset Management LP 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
79
Participants Small participant base
87th
Percentile by assets National rank
$539,236
Avg per participant High balance/head
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Official DOL plan name: Weiss Asset Management LP 401(k) Profit Sharing Plan · Sponsored by Weiss Asset Management LP · Massachusetts · Finance & Insurance

$43M in assets, 79 participants

Weiss Asset Management LP's Weiss Asset Management LP 401(k) Profit Sharing Plan reported $43M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,268 in Finance & Insurance (9,261 peers)

Where Weiss Asset Management LP 401(k) Profit Sharing Plan sits by assets

Weiss Asset Management LP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $43M for 79 participants (~$539,236/participant), up 7.7% in 2022.

#7,268
in Finance & Insurance (9,261 peers)
+7.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Weiss Asset Management LP 401(k) Profit Sharing Plan's outsized position by total assets

Weiss Asset Management LP 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$42,599,610 Top 13% higher than 87% of 139,123 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 2022

Weiss Asset Management LP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weiss Asset Management LP 401(k) Profit Sharing Plan is a small filing (79 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 611451623 · Weiss Asset Management LP PY 2022 · 401(k)

Weiss Asset Management LP 401(k) Profit Sharing Plan · $43M · 79 · 87th

  • PHOTO $43M
  • PHOTO 79
  • PHOTO 87th
  • PHOTO 401(k)
  • PHOTO near Fidelity Companies Employee Retirement Plan
  • PHOTO ind #7268

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Weiss Asset Management LP 401(k) Profit Sharing Plan in the asset neighbourhood

Sumitovant Biopharma, Inc. 401(k) PlanSumitovant Biopharma, Inc. 4…$43MWeiss Asset Management LP 401(k) Profit Sharing PlanWeiss Asset Management LP 40…$43MFidelity Companies Employee Retirement PlanFidelity Companies Employee …$43MTepper Sports & Entertainment 401(k) PlanTepper Sports & Entertainmen…$43MThe Vanir 401(k) Plan$43M
End-of-year total assets ($M) among Weiss Asset Management LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$43M
Net Income$3M
Employer EIN611451623
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weiss Asset Management LP)

Sponsor-wide plan assets over time

All Weiss Asset Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$69M 60.873331938954365% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $42.6M $68.5M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 79 $43M
2023 1 93 $54M
2024 1 110 $69M

Nearby 401(k) Plans in Massachusetts

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

Weiss Asset Management LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Weiss Asset Management LP 401(k) Profit Sharing Plan, Total assets ($B): 0.04259961 · Participants: 79Weiss Asset Management LP 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Weiss Asset Management LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Weiss Asset Management LP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Weiss Asset Management LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Fidelity Companies Employee Retirement Plan in KS ($43M); by covered participants it is Urbieta 401(k) Plan in FL (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Weiss Asset Management LP 401(k) Profit Sharing Plan assets move in 2022? ▼
Weiss Asset Management LP 401(k) Profit Sharing Plan grew at a solid clip - up 7.7% during 2022, from $40M to $43M. Reported net income was $3M.
How have Weiss Asset Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weiss Asset Management LP's sponsor-wide assets grew 60.9%, from $43M to $69M.
Where does Weiss Asset Management LP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Weiss Asset Management LP 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Weiss Asset Management LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fidelity Companies Employee Retirement Plan in KS ($43M, 526 participants).
Which 401(k) plans cover a similar participant headcount to Weiss Asset Management LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Urbieta 401(k) Plan in FL (79 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611451623.

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.