401(k) · DOL Form 5500 · 2024

The Weitz Company, LLC 401(k) Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
1,221
Participants Near avg headcount
93rd
Percentile by assets National rank
$122,518
Avg per participant Near avg balance/head
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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.

  • #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.

#8,272
in Construction (9,039 peers)
+11.3%
assets growth YoY
1.5×
vs typical plan assets (national mean)

The Weitz Retirement and 401(k) Plan's outsized position 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 $2,050,000,000 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

The Weitz Retirement and 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Weitz Retirement and 401(k) Plan lands in the large band (1,221 participants).

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 →

EBSA filing schedule strip

Filing strip 421512625 · The Weitz Company, LLC PY 2024 · 401(k)

The Weitz Retirement and 401(k) Plan · $150M · 1,221 · 93rd

  • BOOK $150M
  • VS-ST 1,221
  • BOY 93rd
  • SCH 401(k)
  • EBSA near Affirm, Inc. 401(k) Plan
  • PART ind #8272

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 Construction retirement plans → · Plans in Iowa →

The Weitz Retirement and 401(k) Plan in the asset neighbourhood

The Weitz Retirement and 401(k) PlanThe Weitz Retirement and 401…$150MAffirm, Inc. 401(k) Plan$150MGlobal 401(k) Retirement Plan$150MJuul Labs, Inc. 401(k) Plan$150MEspace Shares Trust$150M
End-of-year total assets ($M) among The Weitz Retirement and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All The Weitz Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$150M 27.542835005772957% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $117M $150M ▲ +27.5%
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 ($B) Participants The Weitz Retirement and 401(k) Plan, Total assets ($B): 0.149594907 · Participants: 1221The Weitz Retirement and 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
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 →

The Weitz Retirement and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Affirm, Inc. 401(k) Plan in CA ($150M); by covered participants it is Hood Industries Retirement and Savings Plan in MS (1,221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,221 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 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).
Which 401(k) plans cover a similar participant headcount to The Weitz Retirement and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hood Industries Retirement and Savings Plan in MS (1,221 participants, $72M 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 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.