401(k) · DOL Form 5500 · 2022

Westwind Management Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
129
Participants Small participant base
29th
Percentile by assets National rank
$10,968
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Westwind Management Inc 401(k) Plan · Sponsored by Westwind Management Inc · California · Real Estate

$1M in assets, 129 participants

Westwind Management Inc's Westwind Management Inc 401(k) Plan reported $1M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,357 in Real Estate (5,057 peers)

Coverage in California

Westwind Management Inc 401(k) Plan covers 129 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $1M.

#2,357
in Real Estate (5,057 peers)
-9.7%
assets change YoY

The plan reported a net loss of $151K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westwind Management Inc 401(k) Plan among the smaller filed plans by assets

Westwind Management Inc 401(k) Plan vs every filed plan by assets

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

$1,414,828 29th percentile higher than 29% 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

Westwind Management Inc 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. Westwind Management Inc 401(k) Plan sits mid-pack in the medium band (129 participants).

DOL schedule card

Filing strip 464377090 · Westwind Management Inc PY 2022 · 401(k)

Westwind Management Inc 401(k) Plan · $1M · 129 · 29th

  • EOY $1M
  • EOY 129
  • EOY 29th
  • EOY 401(k)
  • EOY near Cepra Landscape LLC 401(k)Plan
  • EOY ind #2357

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 California →

Westwind Management Inc 401(k) Plan in the asset neighbourhood

Westwind Management Inc 401(k) PlanWestwind Management Inc 401(…$1MCepra Landscape LLC 401(k)PlanCepra Landscape LLC 401(k)Pl…$1MCarden School of Salt Lake City, Inc. 401(k) Profit Sharing PlanCarden School of Salt Lake C…$1MFiberbuilt Umbrellas, Inc. 401(k) PlanFiberbuilt Umbrellas, Inc. 4…$1MCooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & TrustCooper Heating & Cooling, In…$1M
End-of-year total assets ($M) among Westwind Management Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$151K
Employer EIN464377090
Plan Effective Date2014-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Westwind Management Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Westwind Management Inc 401(k) Plan, Total assets ($B): 0.001414828 · Participants: 129Westwind Management 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
Westwind Management Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Westwind Management Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cepra Landscape LLC 401(k)Plan in FL ($1M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Westwind Management Inc 401(k) Plan assets move in 2022?
Westwind Management Inc 401(k) Plan pulled back noticeably - down 9.7% during 2022, from $2M to $1M. Reported net income was -$151K.
Which 401(k) plans are similar in size to Westwind Management Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cepra Landscape LLC 401(k)Plan in FL ($1M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Westwind Management Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K in assets).