401(k) · DOL Form 5500 · 2022

Western Holding Group, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
594
Participants Below avg headcount
84th
Percentile by assets National rank
$56,550
Avg per participant Low balance/head
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Official DOL plan name: Western Holding Group, Inc. Profit Sharing & 401(k) Plan · Sponsored by Western Holding Group, Inc. · Missouri · Construction

$34M in assets, 594 participants

Western Holding Group, Inc.'s Western Holding Group, Inc. Profit Sharing & 401(k) Plan reported $34M in total assets and 594 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #8,240 in Construction (9,927 peers)

Where Western Holding Group, Inc. Profit Sharing & 401(k) Plan sits by assets

Western Holding Group, Inc. Profit Sharing & 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 594 participants (~$56,550/participant), down 17.1% in 2022.

#8,240
in Construction (9,927 peers)
-17.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Holding Group, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Western Holding Group, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$33,590,427 Top 16% higher than 84% 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

Western Holding Group, Inc. Profit Sharing & 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. Western Holding Group, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (594 participants).

Form 5500 schedule snapshot

Filing strip 475472672 · Western Holding Group, Inc. PY 2022 · 401(k)

Western Holding Group, Inc. Profit Sharing & 401(k) Plan · $34M · 594 · 84th

  • RANK $34M
  • RANK 594
  • RANK 84th
  • RANK 401(k)
  • RANK near New England Controls 401(k) Plan
  • RANK ind #8240

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 Construction retirement plans → · Plans in Missouri →

Western Holding Group, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Western Holding Group, Inc. Profit Sharing & 401(k) PlanWestern Holding Group, Inc. …$34MNew England Controls 401(k) PlanNew England Controls 401(k) …$34MStonemor Retirement and Savings PlanStonemor Retirement and Savi…$34MIbotta, Inc. 401(k) Plan$34MSugar Cane Growers Cooperative of Florida Retirement Savings PlanSugar Cane Growers Cooperati…$34M
End-of-year total assets ($M) among Western Holding Group, Inc. Profit Sharing & 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)$41M
Net Assets (End of Year)$34M
Net Income-$7M
Employer EIN475472672
Plan Effective Date1973-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Holding Group, Inc.)

Sponsor-wide plan assets over time

All Western Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 43.06874693792967% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.6M $48.1M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 594 $34M
2023 1 288 $41M
2024 1 290 $48M

Nearby 401(k) Plans in Missouri

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

Western Holding Group, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Western Holding Group, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.033590427 · Participants: 594Western Holding Group, Inc. Profit Sharing & 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Western Holding Group, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Western Holding Group, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Western Holding Group, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is New England Controls 401(k) Plan in MA ($34M); by covered participants it is Ses Americom Retirement and Savings Plan in NJ (594 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (594 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 Western Holding Group, Inc. Profit Sharing & 401(k) Plan assets move in 2022? ▼
Western Holding Group, Inc. Profit Sharing & 401(k) Plan declined sharply - down 17.1% during 2022, from $41M to $34M. Reported net income was -$7M.
How have Western Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Holding Group, Inc.'s sponsor-wide assets grew 43.1%, from $34M to $48M.
Where does Western Holding Group, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Western Holding Group, Inc. Profit Sharing & 401(k) Plan ranks in the 84th 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 Western Holding Group, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New England Controls 401(k) Plan in MA ($34M, 404 participants).
Which 401(k) plans cover a similar participant headcount to Western Holding Group, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ses Americom Retirement and Savings Plan in NJ (594 participants, $207M 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 475472672.

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.