401(k) · DOL Form 5500 · 2022

Westhill Financial Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
47th
Percentile by assets National rank
$424,712
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Westhill Financial Advisors, Inc. 401(k) Plan · Sponsored by Westhill Financial Advisors, Inc. · California · Finance & Insurance

$4M in assets, 10 participants

Westhill Financial Advisors, Inc.'s Westhill Financial Advisors, Inc. 401(k) Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,024 in Finance & Insurance (9,261 peers)

2022 asset change

Westhill Financial Advisors, Inc. 401(k) Plan pulled back noticeably 11.7% in 2022 ($5M → $4M) for 10 participants.

#3,024
in Finance & Insurance (9,261 peers)
-11.7%
assets change YoY

The plan reported a net loss of $561K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westhill Financial Advisors, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Westhill Financial Advisors, Inc. 401(k) Plan vs every filed plan by assets

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

$4,247,117 47th percentile higher than 47% 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

Westhill Financial Advisors, Inc. 401(k) 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. Westhill Financial Advisors, Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

DOL schedule card

Filing strip 208060365 · Westhill Financial Advisors, Inc. PY 2022 · 401(k)

Westhill Financial Advisors, Inc. 401(k) Plan · $4M · 10 · 47th

  • TYPE $4M
  • TYPE 10
  • TYPE 47th
  • TYPE 401(k)
  • TYPE near Hyundai Transys Georgia Powertrain, Inc. 401(k) Plan
  • TYPE ind #3024

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 California →

Westhill Financial Advisors, Inc. 401(k) Plan in the asset neighbourhood

Westhill Financial Advisors, Inc. 401(k) PlanWesthill Financial Advisors,…$4MHyundai Transys Georgia Powertrain, Inc. 401(k) PlanHyundai Transys Georgia Powe…$4MChief Executives Organization, Inc. 401(k) Profit Sharing Plan and TrustChief Executives Organizatio…$4MGrote Industries Factory Employees' 401(k) Savings PlanGrote Industries Factory Emp…$4MTeltech Communications, LLC 401(k) Profit Sharing Plan & TruTeltech Communications, LLC …$4M
End-of-year total assets ($M) among Westhill Financial Advisors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$561K
Employer EIN208060365
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Westhill Financial Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Westhill Financial Advisors, Inc. 401(k) Plan, Total assets ($B): 0.004247117 · Participants: 10Westhill Financial Advisors, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Westhill Financial Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Westhill Financial Advisors, Inc. 401(k) Plan side-by-side with 3 peers →

Westhill Financial Advisors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hyundai Transys Georgia Powertrain, Inc. 401(k) Plan in GA ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Westhill Financial Advisors, Inc. 401(k) Plan assets move in 2022? ▼
Westhill Financial Advisors, Inc. 401(k) Plan pulled back noticeably - down 11.7% during 2022, from $5M to $4M. Reported net income was -$561K.
Which 401(k) plans are similar in size to Westhill Financial Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hyundai Transys Georgia Powertrain, Inc. 401(k) Plan in GA ($4M, 356 participants).
Which 401(k) plans cover a similar participant headcount to Westhill Financial Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 208060365.

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.