401(k) · DOL Form 5500 · 2024
Weitz & Luxenberg, P.C. 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 406
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $100,502
- Avg per participant Below avg balance/head
Official DOL plan name: Weitz & Luxenberg Employee Savings Plan · Sponsored by Weitz & Luxenberg, P.C. · New York · Professional & Technical Services
$41M in assets, 406 participants
Weitz & Luxenberg, P.C.'s Weitz & Luxenberg Employee Savings Plan reported $41M in total assets and 406 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,584 in Professional & Technical Services (20,173 peers)
Where Weitz & Luxenberg Employee Savings Plan sits by assets
Weitz & Luxenberg Employee Savings Plan sits in the top quartile of all filed plans by assets, $41M for 406 participants (~$100,502/participant), up 10.0% in 2024.
- #16,584
- in Professional & Technical Services (20,173 peers)
- +10.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Weitz & Luxenberg Employee Savings Plan's outsized position by total assets
Weitz & Luxenberg Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,803,840 Top 18% higher than 82% 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
Weitz & Luxenberg Employee Savings 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. Weitz & Luxenberg Employee Savings Plan sits mid-pack in the medium band (406 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Weitz & Luxenberg Employee Savings Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Weitz & Luxenberg Employee Savings Plan end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Weitz & Luxenberg Employee Savings Plan reported participants rose from 394 in the plan year 2023 filing to 406 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133607351 · Weitz & Luxenberg, P.C. PY 2024 · 401(k)
Weitz & Luxenberg Employee Savings Plan · $41M · 406 · 82nd
- SCH $41M
- SCH 406
- SCH 82nd
- SCH 401(k)
- SCH near Myco Mechanical, Inc. 401(k) Retirement Plan
- SCH ind #16584
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 Professional & Technical Services retirement plans → · Plans in New York →
Weitz & Luxenberg Employee Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $4M |
| Employer EIN | 133607351 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weitz & Luxenberg, P.C.)
Sponsor-wide plan assets over time
All Weitz & Luxenberg, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 29.640786795955933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 339 | $31M |
| 2023 | 1 | 394 | $37M |
| 2024 | 1 | 406 | $41M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Weitz & Luxenberg Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Myco Mechanical, Inc. 401(k) Retirement Plan in PA ($41M); by covered participants it is Corsa Coal Napp Division 401(k) Retirement Savings Plan in PA (406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (406 participants); asset peers above are excluded.
- Corsa Coal Napp Division 401(k) Retirement Savings Plan (PA) 406 · 0 off
- Tommy's 401(k) Retirement Plan (MI) 406 · 0 off
- Eglin Federal Credit Union 401(k) Retirement Plan (FL) 406 · 0 off
- L. G. Everist, Inc. 401(k) Plan (SD) 406 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.