401(k) · DOL Form 5500 · 2022

West Rim Capital Advisors, L.P. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
41st
Percentile by assets National rank
$113,688
Avg per participant Below avg balance/head
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Official DOL plan name: West Rim Capital 401(k) Plan · Sponsored by West Rim Capital Advisors, L.P. · Utah · Finance & Insurance

$3M in assets, 27 participants

West Rim Capital Advisors, L.P.'s West Rim Capital 401(k) Plan reported $3M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,579 in Finance & Insurance (9,261 peers)

West Rim Capital Advisors, L.P. multi-year trail

West Rim Capital Advisors, L.P.'s plans moved +23.8% in assets from 2022 to 2024; this filing shows West Rim Capital 401(k) Plan at $3M / 27 participants.

#2,579
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY

The plan reported a net loss of $615K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Rim Capital 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

West Rim Capital 401(k) Plan vs every filed plan by assets

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

$3,069,571 41st percentile higher than 41% 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 Rim Capital 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Rim Capital 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 260759651 · West Rim Capital Advisors, L.P. PY 2022 · 401(k)

West Rim Capital 401(k) Plan · $3M · 27 · 41st

  • EOY $3M
  • EOY 27
  • EOY 41st
  • EOY 401(k)
  • EOY near Bowditch Ford Inc. Retirement Plan
  • EOY ind #2579

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 Finance & Insurance retirement plans → · Plans in Utah →

West Rim Capital 401(k) Plan in the asset neighbourhood

West Rim Capital 401(k) Plan$3MBowditch Ford Inc. Retirement PlanBowditch Ford Inc. Retiremen…$3MItg Transportation Services, Inc. Retirement PlanItg Transportation Services,…$3MAberthaw Construction Company, Inc. 401(k) Profit Sharing PlanAberthaw Construction Compan…$3MMaterial Control Systems, Inc. 401(k) Plan & TrustMaterial Control Systems, In…$3M
End-of-year total assets ($M) among West Rim Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

West Rim Capital Advisors, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All West Rim Capital Advisors, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.797657718293532% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.07M $3.8M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 27 $3M
2023 1 26 $3M
2024 1 28 $4M

West Rim Capital Advisors, L.P. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$615K
Employer EIN260759651
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

West Rim Capital 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants West Rim Capital 401(k) Plan, Total assets ($B): 0.003069571 · Participants: 27West Rim Capital 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
West Rim Capital 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare West Rim Capital 401(k) Plan side-by-side with 3 peers →

West Rim Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Bowditch Ford Inc. Retirement Plan in VA ($3M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Rim Capital 401(k) Plan assets move in 2022? ▼
West Rim Capital 401(k) Plan declined sharply - down 16.7% during 2022, from $4M to $3M. Reported net income was -$615K.
How have West Rim Capital Advisors, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Rim Capital Advisors, L.P.'s sponsor-wide assets grew 23.8%, from $3M to $4M.
Which 401(k) plans are similar in size to West Rim Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bowditch Ford Inc. Retirement Plan in VA ($3M, 61 participants).
Which 401(k) plans cover a similar participant headcount to West Rim Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M 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 260759651.

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.