401(k) · DOL Form 5500 · 2022

Westport Capital Partners LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
37
Participants Small participant base
59th
Percentile by assets National rank
$199,081
Avg per participant Above avg balance/head
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Official DOL plan name: Westport Capital Partners LLC Retirement Plan · Sponsored by Westport Capital Partners LLC · Connecticut · Finance & Insurance

$7M in assets, 37 participants

Westport Capital Partners LLC's Westport Capital Partners LLC Retirement Plan reported $7M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,893 in Finance & Insurance (9,261 peers)

Westport Capital Partners LLC multi-year trail

Westport Capital Partners LLC's plans moved +40.5% in assets from 2022 to 2024; this filing shows Westport Capital Partners LLC Retirement Plan at $7M / 37 participants.

#3,893
in Finance & Insurance (9,261 peers)
-24.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westport Capital Partners LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Westport Capital Partners LLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,365,999 Top 41% higher than 59% of 139,123 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 2022

Westport Capital Partners LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westport Capital Partners LLC Retirement Plan is a small filing (37 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 203834766 · Westport Capital Partners LLC PY 2022 · 401(k)

Westport Capital Partners LLC Retirement Plan · $7M · 37 · 59th

  • SCH $7M
  • SCH 37
  • SCH 59th
  • SCH 401(k)
  • SCH near Polyquest Incorporated 401(k) Profit Sharing Plan
  • SCH ind #3893

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Westport Capital Partners LLC Retirement Plan in the asset neighbourhood

Westport Capital Partners LLC Retirement PlanWestport Capital Partners LL…$7MPolyquest Incorporated 401(k) Profit Sharing PlanPolyquest Incorporated 401(k…$7MBevolution Group 401(k) Retirement PlanBevolution Group 401(k) Reti…$7MManor Park, Inc. 401(k) Profit Sharing PlanManor Park, Inc. 401(k) Prof…$7MBestway Rental, Inc. 401(k) PlanBestway Rental, Inc. 401(k) …$7M
End-of-year total assets ($M) among Westport Capital Partners LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Westport Capital Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All Westport Capital Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 40.5244421021507% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.37M $10.4M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 37 $7M
2023 1 35 $9M
2024 1 35 $10M

Westport Capital Partners LLC filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN203834766
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Westport Capital Partners LLC Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Westport Capital Partners LLC Retirement Plan, Total assets ($B): 0.007365999 · Participants: 37Westport Capital Partners LLC Retirement PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Westport Capital Partners LLC Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Westport Capital Partners LLC Retirement Plan side-by-side with 3 peers →

Westport Capital Partners LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Polyquest Incorporated 401(k) Profit Sharing Plan in NC ($7M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westport Capital Partners LLC Retirement Plan assets move in 2022? ▼
Westport Capital Partners LLC Retirement Plan declined sharply - down 24.7% during 2022, from $10M to $7M. Reported net income was -$2M.
How have Westport Capital Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westport Capital Partners LLC's sponsor-wide assets grew 40.5%, from $7M to $10M.
Which 401(k) plans are similar in size to Westport Capital Partners LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Polyquest Incorporated 401(k) Profit Sharing Plan in NC ($7M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Westport Capital Partners LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants, $438K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203834766.

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.