401(k) · DOL Form 5500 · 2022

Westwood Holdings Group, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
137
Participants Small participant base
87th
Percentile by assets National rank
$331,489
Avg per participant High balance/head
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Official DOL plan name: Westwood Holdings Group, Inc. Savings Plan · Sponsored by Westwood Holdings Group, Inc. · Texas · Finance & Insurance

$45M in assets, 137 participants

Westwood Holdings Group, Inc.'s Westwood Holdings Group, Inc. Savings Plan reported $45M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,358 in Finance & Insurance (9,261 peers)

Coverage in Texas

Westwood Holdings Group, Inc. Savings Plan covers 137 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $45M.

#7,358
in Finance & Insurance (9,261 peers)
-14.2%
assets change YoY
0.5×
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.

Westwood Holdings Group, Inc. Savings Plan's outsized position by total assets

Westwood Holdings Group, Inc. Savings Plan vs every filed plan by assets

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

$45,413,948 Top 13% higher than 87% 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

Westwood Holdings Group, Inc. Savings 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. Westwood Holdings Group, Inc. Savings Plan sits mid-pack in the medium band (137 participants).

Published 5500 schedule card

Filing strip 752969997 · Westwood Holdings Group, Inc. PY 2022 · 401(k)

Westwood Holdings Group, Inc. Savings Plan · $45M · 137 · 87th

  • EBSA $45M
  • PART 137
  • TYPE 87th
  • NET 401(k)
  • BOOK near Tsc Bank 401(k) Profit Sharing Plan
  • VS-ST ind #7358

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 Texas →

Westwood Holdings Group, Inc. Savings Plan in the asset neighbourhood

Tsc Bank 401(k) Profit Sharing PlanTsc Bank 401(k) Profit Shari…$45MWestwood Holdings Group, Inc. Savings PlanWestwood Holdings Group, Inc…$45MIndustrial Dielectrics, Inc. 401(k) Profit Sharing and Savings PlanIndustrial Dielectrics, Inc.…$45MCoresite, L.L.C. Employee Retirement PlanCoresite, L.L.C. Employee Re…$45MJim Ellis Atlanta, Inc. 401(k) PlanJim Ellis Atlanta, Inc. 401(…$45M
End-of-year total assets ($M) among Westwood Holdings Group, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$45M
Net Income-$7M
Employer EIN752969997
Plan Effective Date2002-05-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Westwood Holdings Group, Inc.)

Sponsor-wide plan assets over time

All Westwood Holdings Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 13.679680524582446% vs 2022
2024 filing year
$44M$46M$48M$50M$52M$54M 202220232024 $45.4M $51.6M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 137 $45M
2023 1 168 $48M
2024 1 151 $52M

Nearby 401(k) Plans in Texas

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

Westwood Holdings Group, Inc. Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Westwood Holdings Group, Inc. Savings Plan, Total assets ($B): 0.045413948 · Participants: 137Westwood Holdings Group, Inc. Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Westwood Holdings Group, Inc. Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Westwood Holdings Group, Inc. Savings Plan side-by-side with 3 peers →

Westwood Holdings Group, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tsc Bank 401(k) Profit Sharing Plan in PA ($45M); by covered participants it is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Westwood Holdings Group, Inc. Savings Plan assets move in 2022? ▼
Westwood Holdings Group, Inc. Savings Plan pulled back noticeably - down 14.2% during 2022, from $53M to $45M. Reported net income was -$7M.
How have Westwood Holdings Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westwood Holdings Group, Inc.'s sponsor-wide assets grew 13.7%, from $45M to $52M.
Where does Westwood Holdings Group, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Westwood Holdings Group, Inc. Savings Plan ranks in the 87th 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 Westwood Holdings Group, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tsc Bank 401(k) Profit Sharing Plan in PA ($45M, 359 participants).
Which 401(k) plans cover a similar participant headcount to Westwood Holdings Group, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants, $12M 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 752969997.

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.