401(k) · DOL Form 5500 · 2023

Weller Management 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
139
Participants Small participant base
42nd
Percentile by assets National rank
$32,272
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Weller Management Retirement Plan · Sponsored by Weller Management · Florida · Real Estate

$4M in assets, 139 participants

Weller Management's Weller Management Retirement Plan reported $4M in total assets and 139 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.

  • #2,935 in Real Estate (4,727 peers)

Coverage in Florida

Weller Management Retirement Plan covers 139 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#2,935
in Real Estate (4,727 peers)
+8.9%
assets growth YoY

Weller Management Retirement Plan's mid-pack asset rank among Real Estate and all filers

Weller Management Retirement Plan vs every filed plan by assets

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

$4,485,807 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

Weller Management Retirement 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. Weller Management Retirement Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weller Management Retirement Plan reported net income rose from -$811K in the plan year 2022 filing to $484K in the plan year 2023 filing.
  • Weller Management Retirement Plan reported participants fell from 184 in the plan year 2022 filing to 139 in the plan year 2023 filing.
  • Weller Management Retirement 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 →

Published 5500 schedule card

Filing strip 203621432 · Weller Management PY 2023 · 401(k)

Weller Management Retirement Plan · $4M · 139 · 42nd

  • VS-ST $4M
  • BOY 139
  • SCH 42nd
  • EBSA 401(k)
  • PART near Emw, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #2935

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 Real Estate retirement plans → · Plans in Florida →

Weller Management Retirement Plan in the asset neighbourhood

Weller Management Retirement PlanWeller Management Retirement…$4MEmw, Inc. 401(k) Profit Sharing PlanEmw, Inc. 401(k) Profit Shar…$4MJosephson LLC 401(k) Savings PlanJosephson LLC 401(k) Savings…$4MAllison Marine Contractors II, LLC 401(k) PlanAllison Marine Contractors I…$4MMdh Network 401(k) Plan$4M
End-of-year total assets ($M) among Weller Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$484K
Employer EIN203621432
Plan Effective Date2006-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weller Management)

Sponsor-wide plan assets over time

All Weller Management plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $4.12M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 184 $4M
2023 1 139 $4M
2024 1 213 N/A

Nearby 401(k) Plans in Florida

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

Weller Management Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Weller Management Retirement Plan, Total assets ($B): 0.004485807 · Participants: 139Weller Management Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Weller Management Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Weller Management Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Emw, Inc. 401(k) Profit Sharing Plan in VA ($4M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Weller Management Retirement Plan assets move in 2023? ▼
Weller Management Retirement Plan grew at a solid clip - up 8.9% during 2023, from $4M to $4M. Reported net income was $484K.
Which 401(k) plans are similar in size to Weller Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emw, Inc. 401(k) Profit Sharing Plan in VA ($4M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Weller Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 203621432.

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.