Retirement plan
WEYERHAEUSER 401(K) PLAN
WEYERHAEUSER COMPANYEIN 91-0470860Plan #035PY 2016
220 OCCIDENTAL AVE S - SEATTLE, WA 98104206-539-3000weyerhaeuser.comLinkedIn10001+ employeespaper & forest products
Other plans on this EIN
1 filingProspect flagsCorrective distributions
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$2128.6M
-8.1% from 2016
Total participants
16,638
-1.0% from 2016
Average account balance
$129,383
-7.5% from 2016
Annual return
20.25%
-22.13 pp from 2016
Benchmarks
Peer group
Industry32 - Manufacturing
Plan typeDefined contribution
Participants5,000-9,999
Cohort55 peers
Snapshot2016
63
Participant deferral / active EE
$7,368
median $5,451
43
Employer contribution / active EE
$2,713
median $3,107
74
Participation rate
97.6%
median 94.0%
67
Avg account balance
$129,383
median $97,043
37
Admin fee / account holder
$69
median $48
93
Annual return
20.25%
median 8.14%
Overall peer rank
63of 100
63rd percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$2.42B
Average account balance
Total assets / participants with a balance (line 6g)
$180K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
13,453
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
96.4%
Contributions (total)
Employer and participant dollars contributed each year
$94.58M
Contributions per participant
Average employer and participant contribution per enrolled participant
$12K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+13.13%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$72
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 1 by compensation
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,131,947 |
Top hat statement on fileNQDC
Filed January 5, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes2E2F2G2I2J2K2O2S2T3H
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2IStock bonusStock bonus plan.
- 2JCode section 401(k) featureCash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 2OESOP other than a leveraged ESOPEmployee stock ownership plan that is not leveraged.
- 2SAutomatic enrollmentPlan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
- ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Expense breakdown
Schedule H Part II
Admin total
$1.1M
$143 / participant
- Other / not subdivided$1M100.0%
% of EOY assets
0.053%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- MOSS ADAMS, LLP
- Auditor EIN
- 910189318
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified