401(k) · DOL Form 5500 · 2023

The Weitz Company, LLC 401(k) Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
924
Participants Near avg headcount
93rd
Percentile by assets National rank
$145,524
Avg per participant Above avg balance/head
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Official DOL plan name: The Weitz Retirement and 401(k) Plan · Sponsored by The Weitz Company, LLC · Iowa · Construction

$134M in assets, 924 participants

The Weitz Company, LLC's The Weitz Retirement and 401(k) Plan reported $134M in total assets and 924 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.

  • #8,259 in Construction (9,030 peers)

Where The Weitz Retirement and 401(k) Plan sits by assets

The Weitz Retirement and 401(k) Plan sits in the top 10% of all filed plans by assets, $134M for 924 participants (~$145,524/participant), up 14.6% in 2023.

#8,259
in Construction (9,030 peers)
+14.6%
assets growth YoY
1.3×
vs typical plan assets (national mean)

The Weitz Retirement and 401(k) Plan's outsized position by total assets

The Weitz Retirement and 401(k) Plan vs every filed plan by assets

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

$134,464,081 Top 7% higher than 93% 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

The Weitz Retirement and 401(k) Plan 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. The Weitz Retirement and 401(k) Plan sits mid-pack in the medium band (924 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Weitz Retirement and 401(k) Plan reported net income rose from -$27M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • The Weitz Retirement and 401(k) Plan reported participants rose from 774 in the plan year 2022 filing to 924 in the plan year 2023 filing.
  • The Weitz Retirement and 401(k) Plan end-of-year assets rose from $117M in the plan year 2022 filing to $134M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421512625 · The Weitz Company, LLC PY 2023 · 401(k)

The Weitz Retirement and 401(k) Plan · $134M · 924 · 93rd

  • TYPE $134M
  • NET 924
  • BOOK 93rd
  • VS-ST 401(k)
  • BOY near Pipe Trades District Council 36 Defined Contribution Plan
  • SCH ind #8259

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 Construction retirement plans → · Plans in Iowa →

The Weitz Retirement and 401(k) Plan in the asset neighbourhood

Alvaria, Inc. 401(k) Retirement PlanAlvaria, Inc. 401(k) Retirem…$135MThe Boldt Company's Retirement PlanThe Boldt Company's Retireme…$134MThe Weitz Retirement and 401(k) PlanThe Weitz Retirement and 401…$134MPipe Trades District Council 36 Defined Contribution PlanPipe Trades District Council…$134MZekelman Industries Collectively Bargained Employees 401(k) PlanZekelman Industries Collecti…$134M
End-of-year total assets ($M) among The Weitz Retirement and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$134M
Net Income$17M
Employer EIN421512625
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Weitz Company, LLC)

Sponsor-wide plan assets over time

All The Weitz Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$150M 27.542835005772957% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $117M $150M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 774 $117M
2023 1 924 $134M
2024 1 1,221 $150M

Nearby 401(k) Plans in Iowa

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

The Weitz Retirement and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Weitz Retirement and 401(k) Plan, Total assets ($B): 0.134464081 · Participants: 924The Weitz Retirement and 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
The Weitz Retirement and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Weitz Retirement and 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Pipe Trades District Council 36 Defined Contribution Plan in CA ($134M); by covered participants it is Shimmick Consruction Co, Inc. 401(k) Profit Sharing Plan in CA (924 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (924 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 The Weitz Retirement and 401(k) Plan assets move in 2023? ▼
The Weitz Retirement and 401(k) Plan grew at a solid clip - up 14.6% during 2023, from $117M to $134M. Reported net income was $17M.
How have The Weitz Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Weitz Company, LLC's sponsor-wide assets grew 27.5%, from $117M to $150M.
Where does The Weitz Retirement and 401(k) Plan rank by assets among Form 5500 filers? ▼
The Weitz Retirement and 401(k) Plan 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 The Weitz Retirement and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pipe Trades District Council 36 Defined Contribution Plan in CA ($134M, 1,079 participants).
Which 401(k) plans cover a similar participant headcount to The Weitz Retirement and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shimmick Consruction Co, Inc. 401(k) Profit Sharing Plan in CA (924 participants, $72M 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 421512625.

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.