401(k) · DOL Form 5500 · 2022

Weller Management 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
184
Participants Below avg headcount
47th
Percentile by assets National rank
$22,388
Avg per participant Low balance/head
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Official DOL plan name: Weller Management Retirement Plan · Sponsored by Weller Management · Florida · Real Estate

$4M in assets, 184 participants

Weller Management's Weller Management Retirement Plan reported $4M in total assets and 184 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,266 in Real Estate (5,057 peers)

Coverage in Florida

Weller Management Retirement Plan covers 184 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#3,266
in Real Estate (5,057 peers)
-18.3%
assets change YoY

The plan reported a net loss of $811K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weller Management Retirement Plan's mid-pack asset rank among Real Estate and all filers

Weller Management Retirement Plan vs every filed plan by assets

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

$4,119,423 47th percentile higher than 47% 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

Weller Management Retirement 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. Weller Management Retirement Plan sits mid-pack in the medium band (184 participants).

Form 5500 schedule snapshot

Filing strip 203621432 · Weller Management PY 2022 · 401(k)

Weller Management Retirement Plan · $4M · 184 · 47th

  • EIN $4M
  • EIN 184
  • EIN 47th
  • EIN 401(k)
  • EIN near Enmet, LLC 401(k) Plan
  • EIN ind #3266

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 Florida →

Weller Management Retirement Plan in the asset neighbourhood

Weller Management Retirement PlanWeller Management Retirement…$4MEnmet, LLC 401(k) Plan$4MBaton Rouge Country Club Employees' Retirement PlanBaton Rouge Country Club Emp…$4MEis Operating Enterprises, LLCEis Operating Enterprises, L…$4MSuperior Performance, Inc. 401(k) PlanSuperior Performance, Inc. 4…$4M
End-of-year total assets ($M) among Weller Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$811K
Employer EIN203621432
Plan Effective Date2006-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weller Management)

Sponsor-wide plan assets over time

All Weller Management plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $4.12M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 184 $4M
2023 1 139 $4M
2024 1 213 N/A

Nearby 401(k) Plans in Florida

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

Weller Management Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Weller Management Retirement Plan, Total assets ($B): 0.004119423 · Participants: 184Weller Management Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Weller Management Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Weller Management Retirement Plan side-by-side with 3 peers →

Weller Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Enmet, LLC 401(k) Plan in MI ($4M); by covered participants it is Two Labs Marketing LLC 401(k) Profit Sharing Plan in OH (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Weller Management Retirement Plan assets move in 2022? ▼
Weller Management Retirement Plan declined sharply - down 18.3% during 2022, from $5M to $4M. Reported net income was -$811K.
Which 401(k) plans are similar in size to Weller Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enmet, LLC 401(k) Plan in MI ($4M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Weller Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Two Labs Marketing LLC 401(k) Profit Sharing Plan in OH (184 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 203621432.

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.