Other
2022 plan-year Other DOL Form 5500

Westlake Services Holding Company Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Westlake Services Holding Company · California · Management of Enterprises

What the 2023 filing shows

Westlake Services Holding Company Employee Stock Ownership Plan holds $506M for 1,810 participants — about $279,628 per participant, down 4.7% over the 2022 plan year.

$506M
total plan assets (2022 EOY)
1,810
covered participants
$279,628
avg assets per participant
-4.7%
assets change YoY

The plan reported a net loss of $25M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$506M
Participants
1,810
State
Industry
Management of Enterprises

What the Filing Says About Westlake Services Holding Company Employee Stock Ownership Plan

Westlake Services Holding Company Employee Stock Ownership Plan is a Other retirement plan sponsored by Westlake Services Holding Company, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $506M in total end-of-year assets and covers 1,810 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 611636987, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $531M at the beginning of 2022 to $506M at year-end — a decline of 4.7%. Net assets (after liabilities) closed the year at $506M, with reported net income of $-24,953,721 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$531M
Total Assets (End of Year)$506M
Net Assets (End of Year)$506M
Net Income$-24,953,721
Plan TypeOther
Employer EIN611636987
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westlake Services Holding Company)

Year Plans Participants Total Assets
2022 1 1,810 $506M
2023 1 1,928 $494M
2024 1 1,772 $507M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Westlake Services Holding Company Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Westlake Services Holding Company Employee Stock Ownership Plan holds $506M in total assets with 1,810 participants. It is sponsored by Westlake Services Holding Company.
What type of plan is Westlake Services Holding Company Employee Stock Ownership Plan?
Westlake Services Holding Company Employee Stock Ownership Plan is a Other plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 611636987.
Who sponsors the Westlake Services Holding Company Employee Stock Ownership Plan?
Westlake Services Holding Company Employee Stock Ownership Plan is sponsored by Westlake Services Holding Company, located in California. The sponsor's EIN is 611636987 and the plan operates in the Management of Enterprises industry.
How did Westlake Services Holding Company Employee Stock Ownership Plan perform in 2022?
Westlake Services Holding Company Employee Stock Ownership Plan declined by 4.7% during 2022, moving from $531M to $506M in total assets. Net income was $-24,953,721.
Where can I find official filings for Westlake Services Holding Company Employee Stock Ownership Plan?
Official Form 5500 filings for Westlake Services Holding Company Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 611636987 or plan name at efast.dol.gov.
How does Westlake Services Holding Company Employee Stock Ownership Plan compare to other plans?
You can compare Westlake Services Holding Company Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 611636987.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.