Defined Benefit (Pension) · DOL Form 5500 · 2022

Weiss Family, Limited Partnership Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
4
Participants Small participant base
68th
Percentile by assets National rank
$3.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Weiss Family, Limited Partnership Defined Benefit Pension Plan · Sponsored by Weiss Family, Limited Partnership · California · Real Estate

$12M in assets, 4 participants

Weiss Family, Limited Partnership's Weiss Family, Limited Partnership Defined Benefit Pension Plan reported $12M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,196 in Real Estate (5,057 peers)

Weiss Family, Limited Partnership multi-year trail

Weiss Family, Limited Partnership's plans moved +21.0% in assets from 2022 to 2024; this filing shows Weiss Family, Limited Partnership Defined Benefit Pension Plan at $12M / 4 participants.

#4,196
in Real Estate (5,057 peers)
-10.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weiss Family, Limited Partnership Defined Benefit Pension Plan's outsized position by total assets

Weiss Family, Limited Partnership Defined Benefit Pension Plan vs every filed plan by assets

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

$11,912,085 Top 32% higher than 68% 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 Family, Limited Partnership Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weiss Family, Limited Partnership Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 330567081 · Weiss Family, Limited Partnership PY 2022 · Defined Benefit (Pension)

Weiss Family, Limited Partnership Defined Benefit Pension Plan · $12M · 4 · 68th

  • SCH $12M
  • EBSA 4
  • PART 68th
  • TYPE Defined Benefit (Pension)
  • NET near Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan
  • BOOK ind #4196

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 Real Estate retirement plans → · Plans in California →

Weiss Family, Limited Partnership Defined Benefit Pension Plan in the asset neighbourhood

Retirement Plan for Employees of Badger Mutual Insurance CompanyRetirement Plan for Employee…$12MPension Plan for Hourly Employees of Clarion Sintered Metals, Inc.Pension Plan for Hourly Empl…$12MWeiss Family, Limited Partnership Defined Benefit Pension PlanWeiss Family, Limited Partne…$12MBedford, Freeman and Worth Publishing Group, L.L.C Pension PlanBedford, Freeman and Worth P…$12MCapitol Machinery Company Defined Benefit Pension PlanCapitol Machinery Company De…$12M
End-of-year total assets ($M) among Weiss Family, Limited Partnership Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Weiss Family, Limited Partnership multi-year asset trail

Sponsor-wide plan assets over time

All Weiss Family, Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$17M 20.976499185045775% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14.2M $17.1M ▲ +21.0%
Year Plans Participants Total Assets
2022 2 8 $14M
2023 2 8 $16M
2024 2 8 $17M

Weiss Family, Limited Partnership filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN330567081
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Weiss Family, Limited Partnership Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Weiss Family, Limited Partnership Defined Benefit Pension Plan, Total assets ($B): 0.011912085 · Participants: 4Weiss Family, Limited Partnership Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Weiss Family, Limited Partnership Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Weiss Family, Limited Partnership Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan in NY ($12M); by covered participants it is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants). Same-state nearby plans are listed separately above.

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 Family, Limited Partnership Defined Benefit Pension Plan assets move in 2022?
Weiss Family, Limited Partnership Defined Benefit Pension Plan pulled back noticeably - down 10.7% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Weiss Family, Limited Partnership plan assets changed over time?
Across 3 plan years on file (2022-2024), Weiss Family, Limited Partnership's sponsor-wide assets grew 21.0%, from $14M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Weiss Family, Limited Partnership Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan in NY ($12M, 122 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Weiss Family, Limited Partnership Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants, $7M in assets).