401(k) · DOL Form 5500 · 2023
Weltman, Weinberg & Reis Co., L.P.a 401(k) Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 537
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $98,649
- Avg per participant Below avg balance/head
Official DOL plan name: Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust · Sponsored by Weltman, Weinberg & Reis Co., L.P.a · Ohio · Professional & Technical Services
$53M in assets, 537 participants
Weltman, Weinberg & Reis Co., L.P.a's Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust reported $53M in total assets and 537 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #17,709 in Professional & Technical Services (20,321 peers)
Where Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust sits by assets
Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $53M for 537 participants (~$98,649/participant), up 17.1% in 2023.
- #17,709
- in Professional & Technical Services (20,321 peers)
- +17.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,974,654 Top 14% higher than 86% 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
Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (537 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust reported participants rose from 528 in the plan year 2022 filing to 537 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 341095923 · Weltman, Weinberg & Reis Co., L.P.a PY 2023 · 401(k)
Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust · $53M · 537 · 86th
- PCT $53M
- EIN 537
- RANK 86th
- PHOTO 401(k)
- IND near Redington-Fairview General Hospital 403(b) Plan
- EOY ind #17709
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 Ohio →
Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $8M |
| Employer EIN | 341095923 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weltman, Weinberg & Reis Co., L.P.a)
Sponsor-wide plan assets over time
All Weltman, Weinberg & Reis Co., L.P.a plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 29.391495918602935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 528 | $45M |
| 2023 | 1 | 537 | $53M |
| 2024 | 1 | 562 | $59M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Redington-Fairview General Hospital 403(b) Plan in ME ($53M); by covered participants it is Del Real Foods, LLC 401(k) Plan in CA (537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
Similar participant headcount
Nearest other-state filings by covered participants (537 participants); asset peers above are excluded.
- Del Real Foods, LLC 401(k) Plan (CA) 537 · 0 off
- Gee Group Inc. Incentive Savings Plan (IL) 537 · 0 off
- Franklin Johnston Group 401(k) Plan (VA) 537 · 0 off
- Blue & Co. 401(k) Plan (IN) 537 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.