401(k) · DOL Form 5500 · 2022
The Weitz Company, LLC 401(k) Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 774
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $151,537
- Avg per participant Above avg balance/head
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.
- #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.
- #9,168
- in Construction (9,927 peers)
- -18.5%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
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.
The Weitz Retirement and 401(k) Plan's outsized position 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 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. The Weitz Retirement and 401(k) Plan sits mid-pack in the medium band (774 participants).
DOL schedule card
Filing strip 421512625 · The Weitz Company, LLC PY 2022 · 401(k)
The Weitz Retirement and 401(k) Plan · $117M · 774 · 94th
- 5500 $117M
- ASSETS 774
- PCT 94th
- EIN 401(k)
- RANK near United Nations Federal Credit Union 401(k) Plan and Trust
- PHOTO ind #9168
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 Construction retirement plans → · Plans in Iowa →
The Weitz Retirement and 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Weitz Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $150M 27.542835005772957% vs 2022
- 2024 filing year
| 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 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
The Weitz Retirement and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is United Nations Federal Credit Union 401(k) Plan and Trust in NY ($117M); by covered participants it is Wencor Group, LLC 401(k) Plan in GA (774 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (774 participants); asset peers above are excluded.
- Wencor Group, LLC 401(k) Plan (GA) 774 · 0 off
- Stmicroelectronics, Inc. 401(k) Savings Plan (TX) 774 · 0 off
- Aldevron Retirement Savings Plan (ND) 774 · 0 off
- Swanson Group, Inc. and Affiliated Companies Employee Savings Plan (OR) 774 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.