401(k) · DOL Form 5500 · 2023

The Weitz Company, LLC 401(k) Plan

Data updated 2026-08-11

$134M
Total assets
924
Participants
93rd
Percentile by assets
$145,524
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$134M
total plan assets (2023 EOY)
924
covered participants
93rd
percentile by assets (of 127,072 plans)
$145,524
avg assets per participant

Where The Weitz Retirement and 401(k) Plan sits 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 $2,010,000,000 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

  • 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 →

State
Iowa
Industry
Construction

The Weitz Retirement and 401(k) Plan vs the 2023 asset distribution

By assets, The Weitz Retirement and 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

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)

$110M$120M$130M$140M$150M$160M 202220232024 $117M $150M ▲ +27.5%
Total plan assets by year, all The Weitz Company, LLC plans on file
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 ($B) Participants The Weitz Retirement…, Total assets ($B): 0.134464081 · Participants: 924The Weitz Retirement…The Principal Select…, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select…Iowa Health System S…, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affil…The Rsm US LLP Retir…, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retir…Transamerica 401(k) …, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) …
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Weitz Retirement and 401(k) Plan by total assets, not by location.

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).

Next read for The Weitz Retirement and 401(k) Plan

Scale reading

Ways to act on The Weitz Retirement and 401(k) Plan'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 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.