401(k) · DOL Form 5500 · 2022

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
22
Participants Small participant base
56th
Percentile by assets National rank
$303,106
Avg per participant High balance/head
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Official DOL plan name: Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan · Sponsored by Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP · New York · Professional & Technical Services

$7M in assets, 22 participants

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP's Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan reported $7M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,783 in Professional & Technical Services (21,562 peers)

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP multi-year trail

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP's plans moved +37.1% in assets from 2022 to 2024; this filing shows Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan at $7M / 22 participants.

#11,783
in Professional & Technical Services (21,562 peers)
-22.6%
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.

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,668,323 Top 44% higher than 56% 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

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing 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. Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 113440989 · Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP PY 2022 · 401(k)

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan · $7M · 22 · 56th

  • NET $7M
  • BOOK 22
  • VS-ST 56th
  • BOY 401(k)
  • SCH near Global Financial Services, Inc. 401(k) Plan
  • EBSA ind #11783

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 Professional & Technical Services retirement plans → · Plans in New York →

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing PlanWestermann, Sheehy, Keenan, …$7MGlobal Financial Services, Inc. 401(k) PlanGlobal Financial Services, I…$7MCes 401(k) Plan$7MCommunity Blood Center of the Ozarks, Inc. 401(k) Profit Sharing PlanCommunity Blood Center of th…$7MSree Hotels, LLC 401(k) Plan$7M
End-of-year total assets ($M) among Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.12939520176212% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.67M $9.14M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 22 $7M
2023 1 19 $8M
2024 1 21 $9M

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN113440989
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.006668323 · Participants: 22Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Global Financial Services, Inc. 401(k) Plan in TX ($7M); by covered participants it is Bei 401(k) Plan in ID (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan declined sharply - down 22.6% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP's sponsor-wide assets grew 37.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Global Financial Services, Inc. 401(k) Plan in TX ($7M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bei 401(k) Plan in ID (22 participants, $1M 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 113440989.

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.