401(k) · DOL Form 5500 · 2022

Westdale Asset Management, Ltd 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
610
Participants Below avg headcount
79th
Percentile by assets National rank
$36,275
Avg per participant Low balance/head
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Official DOL plan name: Westdale Asset Management, Ltd 401(k) Plan · Sponsored by Westdale Asset Management, Ltd · Texas · Real Estate

$22M in assets, 610 participants

Westdale Asset Management, Ltd's Westdale Asset Management, Ltd 401(k) Plan reported $22M in total assets and 610 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,568 in Real Estate (5,057 peers)

Where Westdale Asset Management, Ltd 401(k) Plan sits by assets

Westdale Asset Management, Ltd 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 610 participants (~$36,275/participant), down 16.1% in 2022.

#4,568
in Real Estate (5,057 peers)
-16.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westdale Asset Management, Ltd 401(k) Plan's outsized position by total assets

Westdale Asset Management, Ltd 401(k) Plan vs every filed plan by assets

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

$22,127,671 Top 21% higher than 79% 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

Westdale Asset Management, Ltd 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westdale Asset Management, Ltd 401(k) Plan sits mid-pack in the medium band (610 participants).

Form 5500 schedule snapshot

Filing strip 752680425 · Westdale Asset Management, Ltd PY 2022 · 401(k)

Westdale Asset Management, Ltd 401(k) Plan · $22M · 610 · 79th

  • RANK $22M
  • PHOTO 610
  • IND 79th
  • EOY 401(k)
  • 5500 near STRATEGICAMERICAINC401KPROFITSHARINGPLAN
  • ASSETS ind #4568

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 Real Estate retirement plans → · Plans in Texas →

Westdale Asset Management, Ltd 401(k) Plan in the asset neighbourhood

Westdale Asset Management, Ltd 401(k) PlanWestdale Asset Management, L…$22MSTRATEGICAMERICAINC401KPROFITSHARINGPLANSTRATEGICAMERICAINC401KPROFI…$22MPerceptyx, Inc. 401(k) Profit Sharing PlanPerceptyx, Inc. 401(k) Profi…$22MAd Hoc LLC 401(k) Plan$22MAtlantic Orthopaedic Specialists 401(k) Profit Sharing Retirement PlanAtlantic Orthopaedic Special…$22M
End-of-year total assets ($M) among Westdale Asset Management, Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN752680425
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westdale Asset Management, Ltd)

Sponsor-wide plan assets over time

All Westdale Asset Management, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$29M 30.157498274445604% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $22.1M $28.8M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 610 $22M
2023 1 545 $26M
2024 1 607 $29M

Nearby 401(k) Plans in Texas

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

Westdale Asset Management, Ltd 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Westdale Asset Management, Ltd 401(k) Plan, Total assets ($B): 0.022127671 · Participants: 610Westdale Asset Management, Ltd 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Westdale Asset Management, Ltd 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Westdale Asset Management, Ltd 401(k) Plan side-by-side with 3 peers →

Westdale Asset Management, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is STRATEGICAMERICAINC401KPROFITSHARINGPLAN in IA ($22M); by covered participants it is Png Companies LLC Salaried Savings Plan in PA (610 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (610 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 Westdale Asset Management, Ltd 401(k) Plan assets move in 2022? ▼
Westdale Asset Management, Ltd 401(k) Plan declined sharply - down 16.1% during 2022, from $26M to $22M. Reported net income was -$4M.
How have Westdale Asset Management, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westdale Asset Management, Ltd's sponsor-wide assets grew 30.2%, from $22M to $29M.
Where does Westdale Asset Management, Ltd 401(k) Plan rank by assets among Form 5500 filers? ▼
Westdale Asset Management, Ltd 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Westdale Asset Management, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is STRATEGICAMERICAINC401KPROFITSHARINGPLAN in IA ($22M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Westdale Asset Management, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Png Companies LLC Salaried Savings Plan in PA (610 participants, N/A 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 752680425.

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.