401(k) · DOL Form 5500 · 2023

Weightman Family Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$410K
Total assets Small plan by assets: 1
Participants Small participant base: 16th
Percentile by assets National rank: $410,172
Avg per participant High balance/head

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Official DOL plan name: Weightman Family Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Weightman Family Investments, Inc. · Georgia · Real Estate

$410K in assets, 1 participants

Weightman Family Investments, Inc.'s Weightman Family Investments, Inc. 401(k) Profit Sharing Plan reported $410K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

#1,295 in Real Estate (4,727 peers)

Weightman Family Investments, Inc. multi-year trail

Weightman Family Investments, Inc.'s plans moved -36.8% in assets from 2022 to 2024; this filing shows Weightman Family Investments, Inc. 401(k) Profit Sharing Plan at $410K / 1 participant.

#1,295
in Real Estate (4,727 peers): -3.1%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weightman Family Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Weightman Family Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$410,172 16th percentile higher than 16% 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

Weightman Family Investments, Inc. 401(k) Profit Sharing 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. Weightman Family Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Weightman Family Investments, Inc. 401(k) Profit Sharing Plan reported net income rose from -$56K in the plan year 2022 filing to -$13K in the plan year 2023 filing.
Weightman Family Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $423K in the plan year 2022 filing to $410K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 862979426 · Weightman Family Investments, Inc. PY 2023 · 401(k)

Weightman Family Investments, Inc. 401(k) Profit Sharing Plan · $410K · 1 · 16th

VS-ST $410K
BOY 1
SCH 16th
EBSA 401(k)
PART near Stone Details, LLC 401(k) Plan
TYPE ind #1295

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 Georgia →

End-of-year total assets ($M) among Weightman Family Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Weightman Family Investments, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $268K 36.75278478501176% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$423K
2023	1	1	$410K
2024	1	1	$268K

Weightman Family Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$423K
Net Assets (End of Year)	$410K
Net Income	-$13K
Employer EIN	862979426
Plan Effective Date	2021-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Weightman Family Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
Delta 401(k) Retirement Plan $16.2B · 83,136
Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
UPS 401(k) Savings Plan $13.1B · 102,231
The Home Depot Futurebuilder $12.6B · 413,365

Compare Weightman Family Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Weightman Family Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Stone Details, LLC 401(k) Plan in VT ($410K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($410K here).

Stone Details, LLC 401(k) Plan (VT) $410K · 1
Palude Enterprises, Inc. 401(k) Profit Sharing Plan (NJ) $410K · 5
Handi Times, Inc. 401(k) Profit Sharing Plan (CA) $410K · 3
Unity Ventures Management Company, Inc. 401(k) Profit Sharing Plan (FL) $411K · 2

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off

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 Weightman Family Investments, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼

Weightman Family Investments, Inc. 401(k) Profit Sharing Plan edged down modestly - down 3.1% during 2023, from $423K to $410K. Reported net income was -$13K.

How have Weightman Family Investments, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Weightman Family Investments, Inc.'s sponsor-wide assets declined 36.8%, from $423K to $268K.

Where does Weightman Family Investments, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Weightman Family Investments, Inc. 401(k) Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Weightman Family Investments, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Stone Details, LLC 401(k) Plan in VT ($410K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Weightman Family Investments, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 862979426.