401(k) · DOL Form 5500 · 2023

Mann. Weitz & Associates L.L.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
28
Participants Small participant base
51st
Percentile by assets National rank
$247,158
Avg per participant Above avg balance/head
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Official DOL plan name: Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust · Sponsored by Mann. Weitz & Associates L.L.C. · Illinois · Professional & Technical Services

$7M in assets, 28 participants

Mann. Weitz & Associates L.L.C.'s Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust reported $7M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,995 in Professional & Technical Services (20,321 peers)

2023 asset change

Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust grew sharply 20.1% in 2023 ($6M → $7M) for 28 participants.

#9,995
in Professional & Technical Services (20,321 peers)
+20.1%
assets growth YoY

Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,920,436 Top 49% higher than 51% of 127,068 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 2023

Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust reported net income rose from -$611K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust reported participants rose from 27 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363963131 · Mann. Weitz & Associates L.L.C. PY 2023 · 401(k)

Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust · $7M · 28 · 51st

  • PHOTO $7M
  • PHOTO 28
  • PHOTO 51st
  • PHOTO 401(k)
  • PHOTO near D & F Equipment Sales, Inc. 401(k) Plan
  • PHOTO ind #9995

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 Illinois →

Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust in the asset neighbourhood

Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and TrustMann. Weitz & Associates L. …$7MD & F Equipment Sales, Inc. 401(k) PlanD & F Equipment Sales, Inc. …$7MCommunity Connections, Inc. 401(k) PlanCommunity Connections, Inc. …$7MAllergy & Asthma Associates P 401(k) Profit Sharing Plan & TrustAllergy & Asthma Associates …$7MEarl D Arnold Printing Co. 401(k) PlanEarl D Arnold Printing Co. 4…$7M
End-of-year total assets ($M) among Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mann. Weitz & Associates L.L.C. years around the 2023 move

Sponsor-wide plan assets over time

All Mann. Weitz & Associates L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 3.371289912081156% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.76M $5.96M ▲ +3.5%
Year Plans Participants Total Assets
2022 1 27 $6M
2023 1 28 $7M
2024 1 30 $6M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN363963131
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust, Total assets ($B): 0.006920436 · Participants: 28Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust side-by-side with 3 peers →

Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is D & F Equipment Sales, Inc. 401(k) Plan in AL ($7M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust assets move in 2023? ▼
Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust grew sharply - up 20.1% during 2023, from $6M to $7M. Reported net income was $1M.
How have Mann. Weitz & Associates L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mann. Weitz & Associates L.L.C.'s sponsor-wide assets grew 3.4%, from $6M to $6M.
Which 401(k) plans are similar in size to Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is D & F Equipment Sales, Inc. 401(k) Plan in AL ($7M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Mann. Weitz & Associates L. L. C. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363963131.

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.