401(k) · DOL Form 5500 · 2024

The Weitz Company, LLC 401(k) Plan

Data updated 2026-08-11

$150M
Total assets
1,221
Participants
93rd
Percentile by assets
$122,518
Avg per participant
PlainRetire home → About this data

Official DOL plan name: The Weitz Retirement and 401(k) Plan · Sponsored by The Weitz Company, LLC · Iowa · Construction

$150M in assets, 1,221 participants

The Weitz Company, LLC's The Weitz Retirement and 401(k) Plan reported $150M in total assets and 1,221 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #8,272 in Construction (9,039 peers)

Coverage in Iowa

The Weitz Retirement and 401(k) Plan covers 1,221 participants in Iowa, 2.0x the typical Iowa plan (state average ~609 per filing). Assets: $150M.

$150M
total plan assets (2024 EOY)
1,221
covered participants
93rd
percentile by assets (of 123,622 plans)
$122,518
avg assets per participant

Where The Weitz Retirement and 401(k) Plan sits by total assets

The Weitz Retirement and 401(k) Plan vs every filed plan by assets

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

$149,594,907 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Weitz Retirement and 401(k) Plan reported participants rose from 924 in the plan year 2023 filing to 1,221 in the plan year 2024 filing.
  • The Weitz Retirement and 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • The Weitz Retirement and 401(k) Plan end-of-year assets rose from $134M in the plan year 2023 filing to $150M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Iowa
Industry
Construction

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. The Weitz Retirement and 401(k) Plan reports 1,221 participants - 2.0x that state average ($150M EOY assets).

Iowa filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$150M
Net Income$15M
Employer EIN421512625
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Weitz Company, LLC)

$110M$120M$130M$140M$150M$160M 202220232024 $117M $150M ▲ +27.5%
Total plan assets by year, all The Weitz Company, LLC plans on file
Year Plans Participants Total Assets
2022 1 774 $117M
2023 1 924 $134M
2024 1 1,221 $150M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Weitz Retirement and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Weitz Retirement…, Total assets ($B): 0.149594907 · Participants: 1221The Weitz Retirement…The Principal Select…, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select…The Rsm US LLP Retir…, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retir…Iowa Health System S…, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affil…Transamerica 401(k) …, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) …
The Weitz Retirement and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Weitz Retirement and 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Weitz Retirement and 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did The Weitz Retirement and 401(k) Plan assets move in 2024? ▼
The Weitz Retirement and 401(k) Plan grew at a solid clip - up 11.3% during 2024, from $134M to $150M. Reported net income was $15M.
How have The Weitz Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Weitz Company, LLC's sponsor-wide assets grew 27.5%, from $117M to $150M.
Where does The Weitz Retirement and 401(k) Plan rank by assets among Form 5500 filers? ▼
The Weitz Retirement and 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Weitz Retirement and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Affirm, Inc. 401(k) Plan in CA ($150M, 1,670 participants).

Next read for The Weitz Retirement and 401(k) Plan

Filing takeaways

Ways to act on The Weitz Retirement and 401(k) Plan's numbers.

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 421512625.

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.