401(k) · DOL Form 5500 · 2023

Weintraub Capital Management LP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Weintraub Capital Management LP Profit Sharing 401(k) Plan · Sponsored by Weintraub Capital Management LP · California · Finance & Insurance

$4M in assets, 2 participants

Weintraub Capital Management LP's Weintraub Capital Management LP Profit Sharing 401(k) Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,619 in Finance & Insurance (8,869 peers)

Weintraub Capital Management LP multi-year trail

Weintraub Capital Management LP's plans moved +17.0% in assets from 2022 to 2024; this filing shows Weintraub Capital Management LP Profit Sharing 401(k) Plan at $4M / 2 participants.

#2,619
in Finance & Insurance (8,869 peers)
+5.2%
assets growth YoY

Weintraub Capital Management LP Profit Sharing 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Weintraub Capital Management LP Profit Sharing 401(k) Plan vs every filed plan by assets

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

$4,429,527 42nd percentile higher than 42% 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

Weintraub Capital Management LP Profit Sharing 401(k) 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. Weintraub Capital Management LP Profit Sharing 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weintraub Capital Management LP Profit Sharing 401(k) Plan reported net income fell from $410K in the plan year 2022 filing to $219K in the plan year 2023 filing.
  • Weintraub Capital Management LP Profit Sharing 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943325370 · Weintraub Capital Management LP PY 2023 · 401(k)

Weintraub Capital Management LP Profit Sharing 401(k) Plan · $4M · 2 · 42nd

  • IND $4M
  • EOY 2
  • 5500 42nd
  • ASSETS 401(k)
  • PCT near Chw Group 401(k) Profit Sharing Plan & Trust
  • EIN ind #2619

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 Finance & Insurance retirement plans → · Plans in California →

Weintraub Capital Management LP Profit Sharing 401(k) Plan in the asset neighbourhood

Weintraub Capital Management LP Profit Sharing 401(k) PlanWeintraub Capital Management…$4MChw Group 401(k) Profit Sharing Plan & TrustChw Group 401(k) Profit Shar…$4MB&f Contracting 401(k) Retirement PlanB&f Contracting 401(k) Retir…$4MTurken Heath & Mccauley LLP Retirement PlanTurken Heath & Mccauley LLP …$4MBainswest Group 401(k) and Profit Sharing PlanBainswest Group 401(k) and P…$4M
End-of-year total assets ($M) among Weintraub Capital Management LP Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Weintraub Capital Management LP multi-year asset trail

Sponsor-wide plan assets over time

All Weintraub Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.952075533173527% vs 2022
2024 filing year
$4M$4.5M$5M 202220232024 $4.21M $4.92M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 2 $5M

Weintraub Capital Management LP filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$219K
Employer EIN943325370
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Weintraub Capital Management LP Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Weintraub Capital Management LP Profit Sharing 401(k) Plan, Total assets ($B): 0.004429527 · Participants: 2Weintraub Capital Management LP Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Weintraub Capital Management LP Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Weintraub Capital Management LP Profit Sharing 401(k) Plan side-by-side with 3 peers →

Weintraub Capital Management LP Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chw Group 401(k) Profit Sharing Plan & Trust in NJ ($4M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Weintraub Capital Management LP Profit Sharing 401(k) Plan assets move in 2023? ▼
Weintraub Capital Management LP Profit Sharing 401(k) Plan grew at a solid clip - up 5.2% during 2023, from $4M to $4M. Reported net income was $219K.
How have Weintraub Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weintraub Capital Management LP's sponsor-wide assets grew 17.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Weintraub Capital Management LP Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chw Group 401(k) Profit Sharing Plan & Trust in NJ ($4M, 474 participants).
Which 401(k) plans cover a similar participant headcount to Weintraub Capital Management LP Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 943325370.

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.