401(k) · DOL Form 5500 · 2024
Weiss Asset Management LP 401(k) Plan
Data updated 2026-08-11
- $69M
- Total assets
- 110
- Participants
- 87th
- Percentile by assets
- $623,013
- Avg per participant
Official DOL plan name: Weiss Asset Management LP 401(k) Profit Sharing Plan · Sponsored by Weiss Asset Management LP · Massachusetts · Finance & Insurance
$69M in assets, 110 participants
Weiss Asset Management LP's Weiss Asset Management LP 401(k) Profit Sharing Plan reported $69M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #6,880 in Finance & Insurance (8,549 peers)
Coverage in Massachusetts
Weiss Asset Management LP 401(k) Profit Sharing Plan covers 110 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $69M.
- $69M
- total plan assets (2024 EOY)
- 110
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $623,013
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Weiss Asset Management LP 401(k) Profit Sharing Plan reported net income rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Weiss Asset Management LP 401(k) Profit Sharing Plan end-of-year assets rose from $54M in the plan year 2023 filing to $69M in the plan year 2024 filing.
- Weiss Asset Management LP 401(k) Profit Sharing Plan reported participants rose from 93 in the plan year 2023 filing to 110 in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Weiss Asset Management LP 401(k) Profit Sharing Plan reports 110 participants - about 17% of that state average ($69M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $15M |
| Employer EIN | 611451623 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weiss Asset Management LP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $43M |
| 2023 | 1 | 93 | $54M |
| 2024 | 1 | 110 | $69M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Weiss Asset Management LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Weiss Asset Management LP 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Weiss Asset Management LP 401(k) Profit Sharing Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on Weiss Asset Management LP 401(k) Profit Sharing Plan's numbers.
- By total assets, Weiss Asset Management LP 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Weiss Asset Management LP's sponsor-wide assets have grown 60.9% since 2022 across 3 plan years on file. More Finance & Insurance plans