Defined Benefit (Pension) · DOL Form 5500 · 2023
Weiss Family Limited Partnership Pension Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $3.4M
- Avg per participant High balance/head
Official DOL plan name: Weiss Family Limited Partnership Defined Benefit Pension Plan · Sponsored by Weiss Family Limited Partnership · California · Real Estate
$13M in assets, 4 participants
Weiss Family Limited Partnership's Weiss Family Limited Partnership Defined Benefit Pension Plan reported $13M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #3,827 in Real Estate (4,727 peers)
Weiss Family Limited Partnership multi-year trail
Weiss Family Limited Partnership's plans moved +21.0% in assets from 2022 to 2024; this filing shows Weiss Family Limited Partnership Defined Benefit Pension Plan at $13M / 4 participants.
- #3,827
- in Real Estate (4,727 peers)
- +12.7%
- assets growth YoY
Weiss Family Limited Partnership Defined Benefit Pension Plan's mid-pack asset rank among Real Estate and all filers
Weiss Family Limited Partnership Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,430,376 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Weiss Family Limited Partnership Defined Benefit Pension Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weiss Family Limited Partnership Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Weiss Family Limited Partnership Defined Benefit Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Weiss Family Limited Partnership Defined Benefit Pension Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
DOL schedule card
Filing strip 330567081 · Weiss Family Limited Partnership PY 2023 · Defined Benefit (Pension)
Weiss Family Limited Partnership Defined Benefit Pension Plan · $13M · 4 · 65th
- 5500 $13M
- ASSETS 4
- PCT 65th
- EIN Defined Benefit (Pension)
- RANK near Minova USA, Inc. Pension Plan for Salaried Employees
- PHOTO ind #3827
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 California →
Weiss Family Limited Partnership Defined Benefit Pension Plan in the asset neighbourhood
Weiss Family Limited Partnership multi-year asset trail
Sponsor-wide plan assets over time
All Weiss Family Limited Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 20.976499185045775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8 | $14M |
| 2023 | 2 | 8 | $16M |
| 2024 | 2 | 8 | $17M |
Weiss Family Limited Partnership filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 330567081 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Weiss Family Limited Partnership Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Minova USA, Inc. Pension Plan for Salaried Employees in KY ($13M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Minova USA, Inc. Pension Plan for Salaried Employees (KY) $13M · 2
- Pension Retirement Plan for the Employees of Schnitzer Steel Industries Inc. and Affiliated Employers (OR) $13M · 198
- American Nickeloid Company Peru Employees' Pension Plan (IL) $13M · 7
- Community Hospitals of Indiana Replacement Plan (IN) $13M · 230
Similar participant headcount
Nearest other-state filings by covered participants (4 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.