Defined Benefit (Pension) · DOL Form 5500 · 2024

Weiss Family Limited Partnership Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
4
Participants Small participant base
63rd
Percentile by assets National rank
$3.5M
Avg per participant High balance/head
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Official DOL plan name: Weiss Family Limited Partnership Defined Benefit Pension Plan · Sponsored by Weiss Family Limited Partnership · California · Real Estate

$14M in assets, 4 participants

Weiss Family Limited Partnership's Weiss Family Limited Partnership Defined Benefit Pension Plan reported $14M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,636 in Real Estate (4,605 peers)

Weiss Family Limited Partnership multi-year trail

Weiss Family Limited Partnership's plans moved +21.0% in assets from 2022 to 2024; this filing shows Weiss Family Limited Partnership Defined Benefit Pension Plan at $14M / 4 participants.

#3,636
in Real Estate (4,605 peers)
+3.6%
assets growth YoY

Weiss Family Limited Partnership Defined Benefit Pension Plan's mid-pack asset rank among Real Estate and all filers

Weiss Family Limited Partnership Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,917,693 Top 37% higher than 63% of 123,620 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 2024

Weiss Family Limited Partnership Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weiss Family Limited Partnership Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Weiss Family Limited Partnership Defined Benefit Pension Plan reported net income fell from $2M in the plan year 2023 filing to $487K in the plan year 2024 filing.
  • Weiss Family Limited Partnership Defined Benefit Pension Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330567081 · Weiss Family Limited Partnership PY 2024 · Defined Benefit (Pension)

Weiss Family Limited Partnership Defined Benefit Pension Plan · $14M · 4 · 63rd

  • 5500 $14M
  • 5500 4
  • 5500 63rd
  • 5500 Defined Benefit (Pension)
  • 5500 near Plasterers Local 1 Pension Plan
  • 5500 ind #3636

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 California →

Weiss Family Limited Partnership Defined Benefit Pension Plan in the asset neighbourhood

The Risk Management Association Pension PlanThe Risk Management Associat…$14MEmployees' Retirement Plan of Telemundo of Puerto Rico, Inc.Employees' Retirement Plan o…$14MPlasterers Local 1 Pension PlanPlasterers Local 1 Pension P…$14MWeiss Family Limited Partnership Defined Benefit Pension PlanWeiss Family Limited Partner…$14MBokers, Inc. Salaried Pension PlanBokers, Inc. Salaried Pensio…$14M
End-of-year total assets ($M) among Weiss Family Limited Partnership Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Weiss Family Limited Partnership multi-year asset trail

Sponsor-wide plan assets over time

All Weiss Family Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$17M 20.976499185045775% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14.2M $17.1M ▲ +21.0%
Year Plans Participants Total Assets
2022 2 8 $14M
2023 2 8 $16M
2024 2 8 $17M

Weiss Family Limited Partnership filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$487K
Employer EIN330567081
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Weiss Family Limited Partnership Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Weiss Family Limited Partnership Defined Benefit Pension Plan, Total assets ($B): 0.013917693 · Participants: 4Weiss Family Limited Partnership Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Weiss Family Limited Partnership Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Weiss Family Limited Partnership Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Plasterers Local 1 Pension Plan in OH ($14M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Weiss Family Limited Partnership Defined Benefit Pension Plan assets move in 2024?
Weiss Family Limited Partnership Defined Benefit Pension Plan edged up modestly - up 3.6% during 2024, from $13M to $14M. Reported net income was $487K.
How have Weiss Family Limited Partnership plan assets changed over time?
Across 3 plan years on file (2022-2024), Weiss Family Limited Partnership's sponsor-wide assets grew 21.0%, from $14M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Weiss Family Limited Partnership Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plasterers Local 1 Pension Plan in OH ($14M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Weiss Family Limited Partnership Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A in assets).