401(k) · DOL Form 5500 · 2024
Weightman Family Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $268K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $267,771
- Avg per participant High balance/head
Official DOL plan name: Weightman Family Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Weightman Family Investments, Inc. · Georgia · Real Estate
$268K in assets, 1 participants
Weightman Family Investments, Inc.'s Weightman Family Investments, Inc. 401(k) Profit Sharing Plan reported $268K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #931 in Real Estate (4,605 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 $268K / 1 participant.
- #931
- in Real Estate (4,605 peers)
- -34.7%
- assets change YoY
The plan reported a net loss of $142K 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 2024 · DOL Form 5500
$267,771 13th percentile higher than 13% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Weightman Family Investments, Inc. 401(k) Profit Sharing 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. Weightman Family Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Weightman Family Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from -$13K in the plan year 2023 filing to -$142K in the plan year 2024 filing.
- Weightman Family Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $410K in the plan year 2023 filing to $268K in the plan year 2024 filing.
DOL schedule card
Filing strip 862979426 · Weightman Family Investments, Inc. PY 2024 · 401(k)
Weightman Family Investments, Inc. 401(k) Profit Sharing Plan · $268K · 1 · 13th
- PART $268K
- PART 1
- PART 13th
- PART 401(k)
- PART near Food Forward Inc. 401(k) Plan
- PART ind #931
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 →
Weightman Family Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Weightman Family Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Weightman Family Investments, Inc. plans reported in each filing year
- 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 (2024)
| Total Assets (Beginning of Year) | $410K |
|---|---|
| Net Assets (End of Year) | $268K |
| Net Income | -$142K |
| 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.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
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 Food Forward Inc. 401(k) Plan in NC ($268K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($268K here).
- Food Forward Inc. 401(k) Plan (NC) $268K · N/A
- Majkut Cpa's Ltd 401(k) Plan (OH) $268K · 3
- Servecareng, Inc. 401(k) Profit Sharing Plan (PA) $268K · 2
- Ps119 Corporation 401(k) Plan (OK) $268K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.