401(k) · DOL Form 5500 · 2024

Weiss Asset Management LP 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
110
Participants Small participant base
87th
Percentile by assets National rank
$623,013
Avg per participant High balance/head
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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.

  • #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.

#6,880
in Finance & Insurance (8,549 peers)
+27.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Weiss Asset Management LP 401(k) Profit Sharing Plan's outsized position by total assets

Weiss Asset Management LP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$68,531,412 Top 13% higher than 87% 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 Asset Management LP 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weiss Asset Management LP 401(k) Profit Sharing Plan sits mid-pack in the medium band (110 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611451623 · Weiss Asset Management LP PY 2024 · 401(k)

Weiss Asset Management LP 401(k) Profit Sharing Plan · $69M · 110 · 87th

  • BOOK $69M
  • BOOK 110
  • BOOK 87th
  • BOOK 401(k)
  • BOOK near The American National Bank of Texas 401(k) Profit Sharing Plan
  • BOOK ind #6880

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Weiss Asset Management LP 401(k) Profit Sharing Plan in the asset neighbourhood

Truliant Federal Credit Union 401(k) Plan and TrustTruliant Federal Credit Unio…$69MCcfi Companies, LLC 401(k) PlanCcfi Companies, LLC 401(k) P…$69MWeiss Asset Management LP 401(k) Profit Sharing PlanWeiss Asset Management LP 40…$69MThe American National Bank of Texas 401(k) Profit Sharing PlanThe American National Bank o…$69MHartzell Propeller, Inc. 401(k) Profit Sharing PlanHartzell Propeller, Inc. 401…$69M
End-of-year total assets ($M) among Weiss Asset Management LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$69M
Net Income$15M
Employer EIN611451623
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weiss Asset Management LP)

Sponsor-wide plan assets over time

All Weiss Asset Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$69M 60.873331938954365% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $42.6M $68.5M ▲ +60.9%
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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Weiss Asset Management LP 401(k) Profit Sharing Plan, Total assets ($B): 0.068531412 · Participants: 110Weiss Asset Management LP 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Weiss Asset Management LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Weiss Asset Management LP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Weiss Asset Management LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The American National Bank of Texas 401(k) Profit Sharing Plan in TX ($69M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 participants); 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.

Frequently Asked Questions

How did Weiss Asset Management LP 401(k) Profit Sharing Plan assets move in 2024? ▼
Weiss Asset Management LP 401(k) Profit Sharing Plan grew sharply - up 27.4% during 2024, from $54M to $69M. Reported net income was $15M.
How have Weiss Asset Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weiss Asset Management LP's sponsor-wide assets grew 60.9%, from $43M to $69M.
Where does Weiss Asset Management LP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Weiss Asset Management LP 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Weiss Asset Management LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The American National Bank of Texas 401(k) Profit Sharing Plan in TX ($69M, 567 participants).
Which 401(k) plans cover a similar participant headcount to Weiss Asset Management LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611451623.

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.