Defined Benefit (Pension) · DOL Form 5500 · 2022
Westchester Capital Management, LLC Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 9
- Participants Small participant base
Official DOL plan name: Westchester Capital Management, LLC Cash Balance Plan · Sponsored by Westchester Capital Management, LLC · New York · Finance & Insurance
N/A in assets, 9 participants
Westchester Capital Management, LLC's Westchester Capital Management, LLC Cash Balance Plan reported N/A in total assets and 9 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2022 filing shows
Westchester Capital Management, LLC Cash Balance Plan holds N/A for 9 participants.
- -$9M
- reported net income
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Westchester Capital Management, LLC Cash Balance Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westchester Capital Management, LLC Cash Balance Plan is a micro filing (9 participants), the leftmost band.
DOL schedule card
Filing strip 273790558 · Westchester Capital Management, LLC PY 2022 · Defined Benefit (Pension)
Westchester Capital Management, LLC Cash Balance Plan · N/A · 9
- PART N/A
- TYPE 9
- NET PY 2022
- BOOK Defined Benefit (Pension)
- VS-ST near Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc.
- BOY -$9M
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 New York →
Filing particulars (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$9M |
| Employer EIN | 273790558 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Westchester Capital Management, LLC Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside New York, the nearest Defined Benefit (Pension) by covered participants is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants; this filing: 9 participants).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.