PlanOptica
Retirement plan

WEYERHAEUSER 401(K) PLAN

WEYERHAEUSER COMPANYEIN 91-0470860Plan #035PY 2018
Sign in to saveView 5500 PDF
220 OCCIDENTAL AVE S - SEATTLE, WA 98104206-539-3000weyerhaeuser.comLinkedIn10001+ employeespaper & forest products
Other plans on this EIN
1 filing
#002Retirement-$4.12B assets
Prospect flagsLow returnsCorrective distributions

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
JODI ROBINSON-CODY
Signed 08/23/2019
(206) 539-3000
How to read this page

Summary metrics

Total assets (EOY)
$1919.4M
-8.1% from 2016
Total participants
15,084
-1.0% from 2016
Average account balance
$129,247
-7.5% from 2016
Annual return
-6.14%
-22.13 pp from 2016

Benchmarks

See 57 peers
Peer group
Industry32 - Manufacturing
Plan typeDefined contribution
Participants5,000-9,999
Cohort57 peers
Snapshot2018
Participant deferral / active EE
$5,754
median $5,584
Employer contribution / active EE
$2,606
median $3,149
Participation rate
97.0%
median 95.4%
Avg account balance
$129,247
median $99,874
Admin fee / account holder
$104
median $46
Annual return
-6.14%
median -4.17%
Overall peer rank
42nd 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
ProviderService typeCompensation
THE VANGUARD GROUP, INC.4+ years
Service code 15 · EIN 23-1945930
Recordkeeping
$1,549,308

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.

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2G2I2J2K2O2S2T3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants 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.
  • 2I
    Stock bonus
    Stock bonus plan.
  • 2J
    Code section 401(k) feature
    Cash 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.
  • 2K
    Code section 401(m) arrangement
    Employee 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.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • ComplianceCorrective distributions

    Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II
Admin total
$1.5M
$199 / participant
  • Other / not subdivided$2M100.0%
% of EOY assets
0.081%
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