401(k) · DOL Form 5500 · 2022
Weitz & Luxenberg, P.C. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 339
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $92,845
- Avg per participant Below avg balance/head
Official DOL plan name: Weitz & Luxenberg Employee Savings Plan · Sponsored by Weitz & Luxenberg, P.C. · New York · Professional & Technical Services
$31M in assets, 339 participants
Weitz & Luxenberg, P.C.'s Weitz & Luxenberg Employee Savings Plan reported $31M in total assets and 339 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #18,121 in Professional & Technical Services (21,562 peers)
Coverage in New York
Weitz & Luxenberg Employee Savings Plan covers 339 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $31M.
- #18,121
- in Professional & Technical Services (21,562 peers)
- -14.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Weitz & Luxenberg Employee Savings Plan's outsized position by total assets
Weitz & Luxenberg Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,474,539 Top 17% higher than 83% 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
Weitz & Luxenberg Employee Savings 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. Weitz & Luxenberg Employee Savings Plan sits mid-pack in the medium band (339 participants).
Plan-year Form 5500 strip
Filing strip 133607351 · Weitz & Luxenberg, P.C. PY 2022 · 401(k)
Weitz & Luxenberg Employee Savings Plan · $31M · 339 · 83rd
- PHOTO $31M
- IND 339
- EOY 83rd
- 5500 401(k)
- ASSETS near Computer Aided Technology, LLC and Affiliated Companies Retirement Plan
- PCT ind #18121
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 New York →
Weitz & Luxenberg Employee Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$5M |
| Employer EIN | 133607351 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weitz & Luxenberg, P.C.)
Sponsor-wide plan assets over time
All Weitz & Luxenberg, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 29.640786795955933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 339 | $31M |
| 2023 | 1 | 394 | $37M |
| 2024 | 1 | 406 | $41M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Weitz & Luxenberg Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Computer Aided Technology, LLC and Affiliated Companies Retirement Plan in IL ($31M); by covered participants it is Golden West Food Group 401(k) Plan in CA (339 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (339 participants); asset peers above are excluded.
- Golden West Food Group 401(k) Plan (CA) 339 · 0 off
- Kalman & Company, Inc. Employees Savings & Trust (VA) 339 · 0 off
- Chuze Fitness 401(k) Plan (CA) 339 · 0 off
- Collette Travel Profit Sharing/401(k) Plan & Trust (RI) 339 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.