401(k) · DOL Form 5500 · 2022

Jaffe, Raitt, Heuer & Weiss, Professional Corporation 401(k) Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
197
Participants Below avg headcount
94th
Percentile by assets National rank
$594,719
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust · Sponsored by Jaffe, Raitt, Heuer & Weiss, Professional Corporation · Michigan · Professional & Technical Services

$117M in assets, 197 participants

Jaffe, Raitt, Heuer & Weiss, Professional Corporation's Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust reported $117M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,420 in Professional & Technical Services (21,562 peers)

Coverage in Michigan

Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust covers 197 participants in Michigan, about 31% of the average Michigan filer (state average ~638 per filing). Assets: $117M.

#20,420
in Professional & Technical Services (21,562 peers)
-12.3%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust's outsized position by total assets

Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust vs every filed plan by assets

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

$117,159,718 Top 6% higher than 94% 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

Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust sits mid-pack in the medium band (197 participants).

Published 5500 schedule card

Filing strip 381915036 · Jaffe, Raitt, Heuer & Weiss, Professional Corporation PY 2022 · 401(k)

Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust · $117M · 197 · 94th

  • NET $117M
  • BOOK 197
  • VS-ST 94th
  • BOY 401(k)
  • SCH near Barnhart Crane & Rigging Company 401(k) Profit Sharing Plan
  • EBSA ind #20420

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 Michigan →

Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust in the asset neighbourhood

Rain Bird Corporation Employee Savings & Investment PlanRain Bird Corporation Employ…$117MJaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and TrustJaffe, Raitt, Heuer & Weiss,…$117MBarnhart Crane & Rigging Company 401(k) Profit Sharing PlanBarnhart Crane & Rigging Com…$117MOnpoint Community Credit Union 401(k) PlanOnpoint Community Credit Uni…$117MSterilite Corporation Retirement Income PartnershipSterilite Corporation Retire…$117M
End-of-year total assets ($M) among Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$117M
Net Income-$16M
Employer EIN381915036
Plan Effective Date1978-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust, Total assets ($B): 0.117159718 · Participants: 197Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants

Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Barnhart Crane & Rigging Company 401(k) Profit Sharing Plan in TN ($117M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust assets move in 2022? ▼
Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust pulled back noticeably - down 12.3% during 2022, from $134M to $117M. Reported net income was -$16M.
Where does Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Barnhart Crane & Rigging Company 401(k) Profit Sharing Plan in TN ($117M, 800 participants).
Which 401(k) plans cover a similar participant headcount to Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M in assets).