401(k) · DOL Form 5500 · 2022

Weiss Family, Limited Partnership 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$559,601
Avg per participant High balance/head
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Official DOL plan name: Weiss Family, Limited Partnership Profit Sharing 401(k) Plan · Sponsored by Weiss Family, Limited Partnership · California · Real Estate

$2M in assets, 4 participants

Weiss Family, Limited Partnership's Weiss Family, Limited Partnership Profit Sharing 401(k) Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,731 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 Profit Sharing 401(k) Plan at $2M / 4 participants.

#2,731
in Real Estate (5,057 peers)
-0.8%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weiss Family, Limited Partnership Profit Sharing 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Weiss Family, Limited Partnership Profit Sharing 401(k) Plan vs every filed plan by assets

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

$2,238,403 35th percentile higher than 35% 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 Profit Sharing 401(k) 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 Profit Sharing 401(k) Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 330567081 · Weiss Family, Limited Partnership PY 2022 · 401(k)

Weiss Family, Limited Partnership Profit Sharing 401(k) Plan · $2M · 4 · 35th

  • ASSETS $2M
  • ASSETS 4
  • ASSETS 35th
  • ASSETS 401(k)
  • ASSETS near Campbell-Brown, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #2731

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 Profit Sharing 401(k) Plan in the asset neighbourhood

Weiss Family, Limited Partnership Profit Sharing 401(k) PlanWeiss Family, Limited Partne…$2MCampbell-Brown, Inc. 401(k) Profit Sharing PlanCampbell-Brown, Inc. 401(k) …$2MDermatology Associates Retirement Savings PlanDermatology Associates Retir…$2MValvact, Inc. 401(k) Plan$2MSks Retirement Plan$2M
End-of-year total assets ($M) among Weiss Family, Limited Partnership Profit Sharing 401(k) Plan and nearest nationwide 401(k) 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)$2M
Net Assets (End of Year)$2M
Net Income-$18K
Employer EIN330567081
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Weiss Family, Limited Partnership Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Weiss Family, Limited Partnership Profit Sharing 401(k) Plan, Total assets ($B): 0.002238403 · Participants: 4Weiss Family, Limited Partnership Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Weiss Family, Limited Partnership Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Weiss Family, Limited Partnership Profit Sharing 401(k) Plan side-by-side with 3 peers →

Weiss Family, Limited Partnership Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Campbell-Brown, Inc. 401(k) Profit Sharing Plan in NC ($2M); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Family, Limited Partnership Profit Sharing 401(k) Plan assets move in 2022? ▼
Weiss Family, Limited Partnership Profit Sharing 401(k) Plan held essentially flat - down 0.8% during 2022, from $2M to $2M. Reported net income was -$18K.
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 401(k) plans are similar in size to Weiss Family, Limited Partnership Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell-Brown, Inc. 401(k) Profit Sharing Plan in NC ($2M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Weiss Family, Limited Partnership Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (4 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 330567081.

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.