401(k) · DOL Form 5500 · 2022

Westmont Living, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
740
Participants Near avg headcount
54th
Percentile by assets National rank
$8,005
Avg per participant Low balance/head
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Official DOL plan name: Westmont Living 401(k) Plan · Sponsored by Westmont Living, Inc. · California · Healthcare & Social Assistance

$6M in assets, 740 participants

Westmont Living, Inc.'s Westmont Living 401(k) Plan reported $6M in total assets and 740 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #12,007 in Healthcare & Social Assistance (20,060 peers)

Westmont Living, Inc. multi-year trail

Westmont Living, Inc.'s plans moved +97.4% in assets from 2022 to 2024; this filing shows Westmont Living 401(k) Plan at $6M / 740 participants.

#12,007
in Healthcare & Social Assistance (20,060 peers)
+22.8%
assets growth YoY

Westmont Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Westmont Living 401(k) Plan vs every filed plan by assets

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

$5,923,382 Top 46% higher than 54% 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

Westmont Living 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. Westmont Living 401(k) Plan sits mid-pack in the medium band (740 participants).

Plan-year Form 5500 strip

Filing strip 262513782 · Westmont Living, Inc. PY 2022 · 401(k)

Westmont Living 401(k) Plan · $6M · 740 · 54th

  • EBSA $6M
  • PART 740
  • TYPE 54th
  • NET 401(k)
  • BOOK near Provident Realty Advisors, Inc. 401(k) Savings Plan
  • VS-ST ind #12007

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Westmont Living 401(k) Plan in the asset neighbourhood

Westmont Living 401(k) Plan$6MProvident Realty Advisors, Inc. 401(k) Savings PlanProvident Realty Advisors, I…$6MTriveni Digital 401(k) Plan$6MArea Agency on Aging 1-B 401(k) PlanArea Agency on Aging 1-B 401…$6MAcr Restaurants, Inc. 401(k) Profit Sharing PlanAcr Restaurants, Inc. 401(k)…$6M
End-of-year total assets ($M) among Westmont Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Westmont Living, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westmont Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 97.38580088199613% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.92M $11.7M ▲ +97.5%
Year Plans Participants Total Assets
2022 1 740 $6M
2023 1 921 $9M
2024 1 927 $12M

Westmont Living, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN262513782
Plan Effective Date2013-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Westmont Living 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Westmont Living 401(k) Plan, Total assets ($B): 0.005923382 · Participants: 740Westmont Living 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
Westmont Living 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Westmont Living 401(k) Plan side-by-side with 3 peers →

Westmont Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Provident Realty Advisors, Inc. 401(k) Savings Plan in TX ($6M); by covered participants it is C.N. Brown Co. 401(k) Plan in ME (740 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (740 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 Westmont Living 401(k) Plan assets move in 2022? ▼
Westmont Living 401(k) Plan grew sharply - up 22.8% during 2022, from $5M to $6M. Reported net income was $1M.
How have Westmont Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westmont Living, Inc.'s sponsor-wide assets grew 97.4%, from $6M to $12M.
Which 401(k) plans are similar in size to Westmont Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Provident Realty Advisors, Inc. 401(k) Savings Plan in TX ($6M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Westmont Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C.N. Brown Co. 401(k) Plan in ME (740 participants, $11M 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 262513782.

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.