401(k) · DOL Form 5500 · 2022

West Herr Ford, Inc. 401(k) Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
2,064
Participants Near avg headcount
94th
Percentile by assets National rank
$61,676
Avg per participant Low balance/head
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Official DOL plan name: West Herr Employees' Retirement Plan · Sponsored by West Herr Ford, Inc. · New York · Retail Trade

$127M in assets, 2,064 participants

West Herr Ford, Inc.'s West Herr Employees' Retirement Plan reported $127M in total assets and 2,064 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #9,203 in Retail Trade (9,519 peers)

Coverage in New York

West Herr Employees' Retirement Plan covers 2,064 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $127M.

#9,203
in Retail Trade (9,519 peers)
-7.3%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Herr Employees' Retirement Plan's outsized position by total assets

West Herr Employees' Retirement Plan vs every filed plan by assets

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

$127,299,567 Top 6% higher than 94% 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

West Herr Employees' Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Herr Employees' Retirement Plan lands in the large band (2,064 participants).

Plan-year Form 5500 strip

Filing strip 160738496 · West Herr Ford, Inc. PY 2022 · 401(k)

West Herr Employees' Retirement Plan · $127M · 2,064 · 94th

  • BOY $127M
  • BOY 2,064
  • BOY 94th
  • BOY 401(k)
  • BOY near Supplemental Pension & Savings Plan for Ee's of Ohio Valley Electric Corp and Indiana-Kentucky Electric Corp
  • BOY ind #9203

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 Retail Trade retirement plans → · Plans in New York →

West Herr Employees' Retirement Plan in the asset neighbourhood

Agc of America, Sd Chapter, Inc. 401(k) Profit Sharing PlanAgc of America, Sd Chapter, …$127MDreyer's Savings Plan$127MGcp Applied Technologies Inc. Savings & Investment PlanGcp Applied Technologies Inc…$127MWest Herr Employees' Retirement PlanWest Herr Employees' Retirem…$127MSupplemental Pension & Savings Plan for Ee's of Ohio Valley Electric Corp and Indiana-Kentucky Electric CorpSupplemental Pension & Savin…$127M
End-of-year total assets ($M) among West Herr Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$127M
Net Income-$10M
Employer EIN160738496
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Herr Ford, Inc.)

Sponsor-wide plan assets over time

All West Herr Ford, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$177M 38.840242873724776% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $127M $177M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 2,064 $127M
2023 1 2,421 $155M
2024 1 2,800 $177M

Nearby 401(k) Plans in New York

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

West Herr Employees' Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants West Herr Employees' Retirement Plan, Total assets ($B): 0.127299567 · Participants: 2064West Herr Employees' Retirement 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
West Herr Employees' Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

West Herr Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Supplemental Pension & Savings Plan for Ee's of Ohio Valley Electric Corp and Indiana-Kentucky Electric Corp in OH ($127M); by covered participants it is Central Ohio Primary Care Physicians, Inc. Savings Plan in OH (2,063 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,064 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 West Herr Employees' Retirement Plan assets move in 2022?
West Herr Employees' Retirement Plan pulled back noticeably - down 7.3% during 2022, from $137M to $127M. Reported net income was -$10M.
How have West Herr Ford, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), West Herr Ford, Inc.'s sponsor-wide assets grew 38.8%, from $127M to $177M.
Where does West Herr Employees' Retirement Plan rank by assets among Form 5500 filers?
West Herr Employees' Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to West Herr Employees' Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Supplemental Pension & Savings Plan for Ee's of Ohio Valley Electric Corp and Indiana-Kentucky Electric Corp in OH ($127M, 539 participants).
Which 401(k) plans cover a similar participant headcount to West Herr Employees' Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Central Ohio Primary Care Physicians, Inc. Savings Plan in OH (2,063 participants, $353M in assets).