401(k) · DOL Form 5500 · 2022
The Weitz Company, LLC 401(k) Plan
Data updated 2026-08-11
- $117M
- Total assets
- 774
- Participants
- 94th
- Percentile by assets
- $151,537
- Avg per participant
Official DOL plan name: The Weitz Retirement and 401(k) Plan · Sponsored by The Weitz Company, LLC · Iowa · Construction
$117M in assets, 774 participants
The Weitz Company, LLC's The Weitz Retirement and 401(k) Plan reported $117M in total assets and 774 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.
- 94th percentile by assets (of 139,126 plans)
- #9,168 in Construction (9,927 peers)
Where The Weitz Retirement and 401(k) Plan sits by assets
The Weitz Retirement and 401(k) Plan sits in the top 10% of all filed plans by assets, $117M for 774 participants (~$151,537/participant), down 18.5% in 2022.
- $117M
- total plan assets (2022 EOY)
- 774
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $151,537
- avg assets per participant
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The Weitz Retirement and 401(k) Plan sits by total assets
The Weitz Retirement and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$117,289,934 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Weitz Retirement and 401(k) Plan vs the 2022 asset distribution
By assets, The Weitz Retirement and 401(k) Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | -$27M |
| Employer EIN | 421512625 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Weitz Company, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 774 | $117M |
| 2023 | 1 | 924 | $134M |
| 2024 | 1 | 1,221 | $150M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Weitz Retirement and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Weitz Retirement and 401(k) Plan by total assets, not by location.
- United Nations Federal Credit Union 401(k) Plan and Trust (NY) $117M · 610
- Ultragenyx Pharmaceutical Inc. 401(k) Plan and Trust (CA) $117M · 1,016
- Ferrero U.S.a., Inc. and Subsidiaries Profit Sharing and 401(k) Plan (NJ) $117M · 2,480
- Hannover Life Reassurance Company of America Retirement Plan (FL) $117M · 307
Frequently Asked Questions
How did The Weitz Retirement and 401(k) Plan assets move in 2022? ▼
How have The Weitz Company, LLC plan assets changed over time? ▼
Where does The Weitz Retirement and 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Weitz Retirement and 401(k) Plan? ▼
Next read for The Weitz Retirement and 401(k) Plan
Scale reading
Ways to act on The Weitz Retirement and 401(k) Plan's numbers.
- By total assets, The Weitz Retirement and 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- The Weitz Company, LLC's sponsor-wide assets have grown 27.5% since 2022 across 3 plan years on file. More Construction plans