Weitz Investment Management Inc.
Plan context: Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc.
EIN 47-0654095 • Omaha, NE • 29 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
45
2024 Assets
$48,667,789
2024 Contributions
$1,636,987
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 45 | $48,667,789 | $1,636,987 | $36,377iApproximate average salary by contribution assumption: employee only about $909,437 at 4% or $606,291 at 6%; with 50% employer match about $606,291 at 4% or $404,194 at 6%; with 100% employer match about $454,719 at 4% or $303,146 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 45 | $48,667,789 | $1,636,987 | $36,377iApproximate average salary by contribution assumption: employee only about $909,437 at 4% or $606,291 at 6%; with 50% employer match about $606,291 at 4% or $404,194 at 6%; with 100% employer match about $454,719 at 4% or $303,146 at 6%. |
| 2023 | 1 | 41 | $43,058,523 | $1,404,792 | $34,263iApproximate average salary by contribution assumption: employee only about $856,580 at 4% or $571,054 at 6%; with 50% employer match about $571,054 at 4% or $380,702 at 6%; with 100% employer match about $428,290 at 4% or $285,527 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 41 | $43,058,523 | $1,404,792 | $34,263iApproximate average salary by contribution assumption: employee only about $856,580 at 4% or $571,054 at 6%; with 50% employer match about $571,054 at 4% or $380,702 at 6%; with 100% employer match about $428,290 at 4% or $285,527 at 6%. |
| 2022 | 1 | 36 | $33,994,016 | $1,184,438 | $32,901iApproximate average salary by contribution assumption: employee only about $822,526 at 4% or $548,351 at 6%; with 50% employer match about $548,351 at 4% or $365,567 at 6%; with 100% employer match about $411,263 at 4% or $274,175 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 36 | $33,994,016 | $1,184,438 | $32,901iApproximate average salary by contribution assumption: employee only about $822,526 at 4% or $548,351 at 6%; with 50% employer match about $548,351 at 4% or $365,567 at 6%; with 100% employer match about $411,263 at 4% or $274,175 at 6%. |
| 2021 | 1 | 40 | $50,613,356 | $1,394,717 | $34,868iApproximate average salary by contribution assumption: employee only about $871,698 at 4% or $581,132 at 6%; with 50% employer match about $581,132 at 4% or $387,421 at 6%; with 100% employer match about $435,849 at 4% or $290,566 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 40 | $50,613,356 | $1,394,717 | $34,868iApproximate average salary by contribution assumption: employee only about $871,698 at 4% or $581,132 at 6%; with 50% employer match about $581,132 at 4% or $387,421 at 6%; with 100% employer match about $435,849 at 4% or $290,566 at 6%. |
| 2020 | 1 | 34 | $42,468,774 | $1,271,749 | $37,404iApproximate average salary by contribution assumption: employee only about $935,110 at 4% or $623,406 at 6%; with 50% employer match about $623,406 at 4% or $415,604 at 6%; with 100% employer match about $467,555 at 4% or $311,703 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 34 | $42,468,774 | $1,271,749 | $37,404iApproximate average salary by contribution assumption: employee only about $935,110 at 4% or $623,406 at 6%; with 50% employer match about $623,406 at 4% or $415,604 at 6%; with 100% employer match about $467,555 at 4% or $311,703 at 6%. |
| 2019 | 1 | 32 | $36,931,562 | $755,215 | $23,600iApproximate average salary by contribution assumption: employee only about $590,012 at 4% or $393,341 at 6%; with 50% employer match about $393,341 at 4% or $262,227 at 6%; with 100% employer match about $295,006 at 4% or $196,671 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 32 | $36,931,562 | $755,215 | $23,600iApproximate average salary by contribution assumption: employee only about $590,012 at 4% or $393,341 at 6%; with 50% employer match about $393,341 at 4% or $262,227 at 6%; with 100% employer match about $295,006 at 4% or $196,671 at 6%. |
| 2018 | 1 | 37 | $30,790,082 | $1,271,574 | $34,367iApproximate average salary by contribution assumption: employee only about $859,172 at 4% or $572,781 at 6%; with 50% employer match about $572,781 at 4% or $381,854 at 6%; with 100% employer match about $429,586 at 4% or $286,391 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 37 | $30,790,082 | $1,271,574 | $34,367iApproximate average salary by contribution assumption: employee only about $859,172 at 4% or $572,781 at 6%; with 50% employer match about $572,781 at 4% or $381,854 at 6%; with 100% employer match about $429,586 at 4% or $286,391 at 6%. |
| 2017 | 1 | 37 | $31,935,139 | $1,456,886 | $39,375iApproximate average salary by contribution assumption: employee only about $984,382 at 4% or $656,255 at 6%; with 50% employer match about $656,255 at 4% or $437,503 at 6%; with 100% employer match about $492,191 at 4% or $328,127 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 37 | $31,935,139 | $1,456,886 | $39,375iApproximate average salary by contribution assumption: employee only about $984,382 at 4% or $656,255 at 6%; with 50% employer match about $656,255 at 4% or $437,503 at 6%; with 100% employer match about $492,191 at 4% or $328,127 at 6%. |
| 2016 | 1 | 42 | $28,164,779 | $1,518,151 | $36,146iApproximate average salary by contribution assumption: employee only about $903,661 at 4% or $602,441 at 6%; with 50% employer match about $602,441 at 4% or $401,627 at 6%; with 100% employer match about $451,831 at 4% or $301,220 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 42 | $28,164,779 | $1,518,151 | $36,146iApproximate average salary by contribution assumption: employee only about $903,661 at 4% or $602,441 at 6%; with 50% employer match about $602,441 at 4% or $401,627 at 6%; with 100% employer match about $451,831 at 4% or $301,220 at 6%. |
| 2015 | 1 | 36 | $25,669,999 | $1,303,819 | $36,217iApproximate average salary by contribution assumption: employee only about $905,430 at 4% or $603,620 at 6%; with 50% employer match about $603,620 at 4% or $402,413 at 6%; with 100% employer match about $452,715 at 4% or $301,810 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 36 | $25,669,999 | $1,303,819 | $36,217iApproximate average salary by contribution assumption: employee only about $905,430 at 4% or $603,620 at 6%; with 50% employer match about $603,620 at 4% or $402,413 at 6%; with 100% employer match about $452,715 at 4% or $301,810 at 6%. |
| 2014 | 1 | 36 | $25,881,069 | $1,275,798 | $35,439iApproximate average salary by contribution assumption: employee only about $885,971 at 4% or $590,647 at 6%; with 50% employer match about $590,647 at 4% or $393,765 at 6%; with 100% employer match about $442,985 at 4% or $295,324 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 36 | $25,881,069 | $1,275,798 | $35,439iApproximate average salary by contribution assumption: employee only about $885,971 at 4% or $590,647 at 6%; with 50% employer match about $590,647 at 4% or $393,765 at 6%; with 100% employer match about $442,985 at 4% or $295,324 at 6%. |
| 2013 | 1 | 35 | $22,974,635 | $1,242,979 | $35,514iApproximate average salary by contribution assumption: employee only about $887,842 at 4% or $591,895 at 6%; with 50% employer match about $591,895 at 4% or $394,597 at 6%; with 100% employer match about $443,921 at 4% or $295,947 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 35 | $22,974,635 | $1,242,979 | $35,514iApproximate average salary by contribution assumption: employee only about $887,842 at 4% or $591,895 at 6%; with 50% employer match about $591,895 at 4% or $394,597 at 6%; with 100% employer match about $443,921 at 4% or $295,947 at 6%. |
| 2012 | 1 | 35 | $16,823,521 | $1,147,847 | $32,796iApproximate average salary by contribution assumption: employee only about $819,891 at 4% or $546,594 at 6%; with 50% employer match about $546,594 at 4% or $364,396 at 6%; with 100% employer match about $409,945 at 4% or $273,297 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 35 | $16,823,521 | $1,147,847 | $32,796iApproximate average salary by contribution assumption: employee only about $819,891 at 4% or $546,594 at 6%; with 50% employer match about $546,594 at 4% or $364,396 at 6%; with 100% employer match about $409,945 at 4% or $273,297 at 6%. |
| 2011 | 1 | 27 | $13,735,131 | $875,807 | $32,437iApproximate average salary by contribution assumption: employee only about $810,932 at 4% or $540,622 at 6%; with 50% employer match about $540,622 at 4% or $360,414 at 6%; with 100% employer match about $405,466 at 4% or $270,311 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 27 | $13,735,131 | $875,807 | $32,437iApproximate average salary by contribution assumption: employee only about $810,932 at 4% or $540,622 at 6%; with 50% employer match about $540,622 at 4% or $360,414 at 6%; with 100% employer match about $405,466 at 4% or $270,311 at 6%. |
| 2010 | 1 | 30 | $13,316,847 | $955,675 | $31,856iApproximate average salary by contribution assumption: employee only about $796,396 at 4% or $530,931 at 6%; with 50% employer match about $530,931 at 4% or $353,954 at 6%; with 100% employer match about $398,198 at 4% or $265,465 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 30 | $13,316,847 | $955,675 | $31,856iApproximate average salary by contribution assumption: employee only about $796,396 at 4% or $530,931 at 6%; with 50% employer match about $530,931 at 4% or $353,954 at 6%; with 100% employer match about $398,198 at 4% or $265,465 at 6%. |
| 2009 | 1 | 30 | $8,561,903 | $933,436 | $31,115iApproximate average salary by contribution assumption: employee only about $777,863 at 4% or $518,576 at 6%; with 50% employer match about $518,576 at 4% or $345,717 at 6%; with 100% employer match about $388,932 at 4% or $259,288 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 30 | $8,561,903 | $933,436 | $31,115iApproximate average salary by contribution assumption: employee only about $777,863 at 4% or $518,576 at 6%; with 50% employer match about $518,576 at 4% or $345,717 at 6%; with 100% employer match about $388,932 at 4% or $259,288 at 6%. |
| 2008 | 1 | 27 | $5,762,240 | $732,096 | $27,115iApproximate average salary by contribution assumption: employee only about $677,867 at 4% or $451,911 at 6%; with 50% employer match about $451,911 at 4% or $301,274 at 6%; with 100% employer match about $338,933 at 4% or $225,956 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 27 | $5,762,240 | $732,096 | $27,115iApproximate average salary by contribution assumption: employee only about $677,867 at 4% or $451,911 at 6%; with 50% employer match about $451,911 at 4% or $301,274 at 6%; with 100% employer match about $338,933 at 4% or $225,956 at 6%. |
| 2007 | 1 | 27 | $0 | $0 | - |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 27 | - | - | - |
| 2006 | 1 | 27 | $8,942,090 | $758,362 | $28,087iApproximate average salary by contribution assumption: employee only about $702,187 at 4% or $468,125 at 6%; with 50% employer match about $468,125 at 4% or $312,083 at 6%; with 100% employer match about $351,094 at 4% or $234,062 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 27 | $8,942,090 | $758,362 | $28,087iApproximate average salary by contribution assumption: employee only about $702,187 at 4% or $468,125 at 6%; with 50% employer match about $468,125 at 4% or $312,083 at 6%; with 100% employer match about $351,094 at 4% or $234,062 at 6%. |
| 2005 | 1 | 26 | $6,663,702 | $639,931 | $24,613iApproximate average salary by contribution assumption: employee only about $615,318 at 4% or $410,212 at 6%; with 50% employer match about $410,212 at 4% or $273,475 at 6%; with 100% employer match about $307,659 at 4% or $205,106 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 26 | $6,663,702 | $639,931 | $24,613iApproximate average salary by contribution assumption: employee only about $615,318 at 4% or $410,212 at 6%; with 50% employer match about $410,212 at 4% or $273,475 at 6%; with 100% employer match about $307,659 at 4% or $205,106 at 6%. |
| 2004 | 1 | 23 | $7,080,559 | $558,143 | $24,267iApproximate average salary by contribution assumption: employee only about $606,677 at 4% or $404,451 at 6%; with 50% employer match about $404,451 at 4% or $269,634 at 6%; with 100% employer match about $303,339 at 4% or $202,226 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 23 | $7,080,559 | $558,143 | $24,267iApproximate average salary by contribution assumption: employee only about $606,677 at 4% or $404,451 at 6%; with 50% employer match about $404,451 at 4% or $269,634 at 6%; with 100% employer match about $303,339 at 4% or $202,226 at 6%. |
| 2003 | 1 | 25 | $7,277,472 | $620,378 | $24,815iApproximate average salary by contribution assumption: employee only about $620,378 at 4% or $413,585 at 6%; with 50% employer match about $413,585 at 4% or $275,724 at 6%; with 100% employer match about $310,189 at 4% or $206,793 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 25 | $7,277,472 | $620,378 | $24,815iApproximate average salary by contribution assumption: employee only about $620,378 at 4% or $413,585 at 6%; with 50% employer match about $413,585 at 4% or $275,724 at 6%; with 100% employer match about $310,189 at 4% or $206,793 at 6%. |
| 2002 | 1 | 25 | $5,568,563 | $521,764 | $20,871iApproximate average salary by contribution assumption: employee only about $521,764 at 4% or $347,843 at 6%; with 50% employer match about $347,843 at 4% or $231,895 at 6%; with 100% employer match about $260,882 at 4% or $173,921 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 25 | $5,568,563 | $521,764 | $20,871iApproximate average salary by contribution assumption: employee only about $521,764 at 4% or $347,843 at 6%; with 50% employer match about $347,843 at 4% or $231,895 at 6%; with 100% employer match about $260,882 at 4% or $173,921 at 6%. |
| 2001 | 2 | 24 | $0 | $0 | - |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 24 | - | - | - |
| Wallace R Weitz & Company Pension Plan & Employees Trust | - | 0 | - | - | - |
| 2000 | 2 | 22 | $5,986,661 | $361,007 | $16,409iApproximate average salary by contribution assumption: employee only about $410,235 at 4% or $273,490 at 6%; with 50% employer match about $273,490 at 4% or $182,327 at 6%; with 100% employer match about $205,118 at 4% or $136,745 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 22 | $3,967,131 | $192,190 | $8,736iApproximate average salary by contribution assumption: employee only about $218,398 at 4% or $145,598 at 6%; with 50% employer match about $145,598 at 4% or $97,066 at 6%; with 100% employer match about $109,199 at 4% or $72,799 at 6%. |
| Wallace R Weitz & Company Pension Plan & Employees Trust | - | 22 | $2,019,530 | $168,817 | $7,674iApproximate average salary by contribution assumption: employee only about $191,838 at 4% or $127,892 at 6%; with 50% employer match about $127,892 at 4% or $85,261 at 6%; with 100% employer match about $95,919 at 4% or $63,946 at 6%. |
| 1999 | 2 | 19 | $5,102,280 | $329,845 | $17,360iApproximate average salary by contribution assumption: employee only about $434,007 at 4% or $289,338 at 6%; with 50% employer match about $289,338 at 4% or $192,892 at 6%; with 100% employer match about $217,003 at 4% or $144,669 at 6%. |
| Profit Sharing Plan & Employees Trust of Weitz Investment Management Inc. | - | 19 | $3,370,271 | $177,033 | $9,318iApproximate average salary by contribution assumption: employee only about $232,938 at 4% or $155,292 at 6%; with 50% employer match about $155,292 at 4% or $103,528 at 6%; with 100% employer match about $116,469 at 4% or $77,646 at 6%. |
| Wallace R Weitz & Company Pension Plan & Employees Trust | - | 19 | $1,732,009 | $152,812 | $8,043iApproximate average salary by contribution assumption: employee only about $201,068 at 4% or $134,046 at 6%; with 50% employer match about $134,046 at 4% or $89,364 at 6%; with 100% employer match about $100,534 at 4% or $67,023 at 6%. |