401(k) · DOL Form 5500 · 2022
The Westervelt Company 401(k) Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 651
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $165,997
- Avg per participant Above avg balance/head
Official DOL plan name: The Westervelt Company Savings and Investment Plan · Sponsored by The Westervelt Company · Alabama · Manufacturing
$108M in assets, 651 participants
The Westervelt Company's The Westervelt Company Savings and Investment Plan reported $108M in total assets and 651 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,450 in Manufacturing (20,602 peers)
Where The Westervelt Company Savings and Investment Plan sits by assets
The Westervelt Company Savings and Investment Plan sits in the top 10% of all filed plans by assets, $108M for 651 participants (~$165,997/participant), down 16.7% in 2022.
- #18,450
- in Manufacturing (20,602 peers)
- -16.7%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Westervelt Company Savings and Investment Plan's outsized position by total assets
The Westervelt Company Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$108,063,874 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Westervelt Company Savings and Investment 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. The Westervelt Company Savings and Investment Plan sits mid-pack in the medium band (651 participants).
Plan-year Form 5500 strip
Filing strip 631158654 · The Westervelt Company PY 2022 · 401(k)
The Westervelt Company Savings and Investment Plan · $108M · 651 · 93rd
- PHOTO $108M
- IND 651
- EOY 93rd
- 5500 401(k)
- ASSETS near Bissell Inc. 401(k) Plan
- PCT ind #18450
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 Manufacturing retirement plans → · Plans in Alabama →
The Westervelt Company Savings and Investment Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | -$22M |
| Employer EIN | 631158654 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Westervelt Company)
Sponsor-wide plan assets over time
All The Westervelt Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $137M 26.441017652208178% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 651 | $108M |
| 2023 | 1 | 686 | $125M |
| 2024 | 1 | 689 | $137M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
The Westervelt Company Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Bissell Inc. 401(k) Plan in MI ($108M); by covered participants it is National Lumber Company 401(k) Profit Sharing Plan in MA (651 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- Bissell Inc. 401(k) Plan (MI) $108M · 877
- Capital Womens Care, LLC Employees 401(k) Plan (MD) $108M · 901
- Champion Home Builders, Inc. 401(k) Savings Plan (MI) $108M · 5,895
- Upstate Niagara Cooperative, Inc. Retirement Plan (NY) $108M · 1,006
Similar participant headcount
Nearest other-state filings by covered participants (651 participants); asset peers above are excluded.
- National Lumber Company 401(k) Profit Sharing Plan (MA) 651 · 0 off
- Databank Holdings 401(k) Plan (TX) 651 · 0 off
- Tangent Technologies, LLC 401(k) (IL) 651 · 0 off
- Drb Enterprises, LLC 401(k) Retirement Plan (MD) 651 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.