401(k) · DOL Form 5500 · 2023

Weaver and Tidwell, L.L.P. 401(k) Plan

Data updated 2026-08-11

$123M
Total assets
960
Participants
93rd
Percentile by assets
$127,990
Avg per participant
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Official DOL plan name: Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust · Sponsored by Weaver and Tidwell, L.L.P. · Texas · Professional & Technical Services

$123M in assets, 960 participants

Weaver and Tidwell, L.L.P.'s Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust reported $123M in total assets and 960 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #19,049 in Professional & Technical Services (20,321 peers)

Where Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust sits by assets

Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $123M for 960 participants (~$127,990/participant), up 23.1% in 2023.

$123M
total plan assets (2023 EOY)
960
covered participants
93rd
percentile by assets (of 127,072 plans)
$127,990
avg assets per participant

Where Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust sits by total assets

Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust vs every filed plan by assets

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

$122,870,780 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust reported net income rose from -$16M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust end-of-year assets rose from $100M in the plan year 2022 filing to $123M in the plan year 2023 filing.
  • Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust reported participants rose from 789 in the plan year 2022 filing to 960 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Professional & Technical Services

Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust vs the 2023 asset distribution

By assets, Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$123M
Net Income$23M
Employer EIN750786316
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weaver and Tidwell, L.L.P.)

$80M$100M$120M$140M$160M$180M 202220232024 $99.9M $157M ▲ +57.4%
Total plan assets by year, all Weaver and Tidwell, L.L.P. plans on file
Year Plans Participants Total Assets
2022 1 789 $100M
2023 1 960 $123M
2024 1 1,160 $157M

Nearby 401(k) Plans in Texas

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

Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Weaver and Tidwell, …, Total assets ($B): 0.12287078 · Participants: 960Weaver and Tidwell, …AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Weaver and Tidwell, L.L.P. Profit Sharin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust assets move in 2023? ▼
Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust grew sharply - up 23.1% during 2023, from $100M to $123M. Reported net income was $23M.
How have Weaver and Tidwell, L.L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weaver and Tidwell, L.L.P.'s sponsor-wide assets grew 57.4%, from $100M to $157M.
Where does Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Clearway Energy Group LLC Employee Savings Plan in CA ($123M, 728 participants).

Next read for Weaver and Tidwell, L.L.P. Profit Sharin…

Scale reading

Ways to act on Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust's numbers.

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 750786316.

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.