Other · DOL Form 5500 · 2022
Westmont College Retirement Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 372
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $189,404
- Avg per participant Above avg balance/head
Official DOL plan name: Westmont College Defined Contribution Retirement Plan Contribution Retirement Plan · Sponsored by Westmont College · California · Educational Services
$70M in assets, 372 participants
Westmont College's Westmont College Defined Contribution Retirement Plan Contribution Retirement Plan reported $70M in total assets and 372 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #3,324 in Educational Services (4,024 peers)
Where Westmont College Defined Contribution Retirement Plan Contribution Retirement Plan sits by assets
Westmont College Defined Contribution Retirement Plan Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $70M for 372 participants (~$189,404/participant), down 21.2% in 2022.
- #3,324
- in Educational Services (4,024 peers)
- -21.2%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Westmont College Defined Contribution Retirement Plan Contribution Retirement Plan's outsized position by total assets
Westmont College Defined Contribution Retirement Plan Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$70,458,351 Top 9% higher than 91% 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
Westmont College Defined Contribution Retirement Plan Contribution Retirement 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. Westmont College Defined Contribution Retirement Plan Contribution Retirement Plan sits mid-pack in the medium band (372 participants).
DOL schedule card
Filing strip 951684793 · Westmont College PY 2022 · Other
Westmont College Defined Contribution Retirement Plan Contribution Retirement Plan · $70M · 372 · 91st
- BOY $70M
- BOY 372
- BOY 91st
- BOY Other
- BOY near Agnes Scott College Defined Contribution Retirement Plan
- BOY ind #3324
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 Educational Services retirement plans → · Plans in California →
Westmont College Defined Contribution Retirement Plan Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$19M |
| Employer EIN | 951684793 |
| Plan Effective Date | 1958-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westmont College)
Sponsor-wide plan assets over time
All Westmont College plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 20.757147722631203% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 372 | $70M |
| 2023 | 1 | 416 | $76M |
| 2024 | 1 | 406 | $85M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Westmont College Defined Contribution Retirement Plan Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Agnes Scott College Defined Contribution Retirement Plan in GA ($70M); by covered participants it is Lewis University 403(b) Defined Contribution Retirement Plan in IL (372 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Agnes Scott College Defined Contribution Retirement Plan (GA) $70M · 260
- Adventhealth Consolidated ERISA 403(b) Plan (FL) $70M · 3,013
- Avita Health System Employee 403b Retirement Plan (OH) $70M · 1,967
- Habitat for Humanity 403(b) Plan (GA) $70M · 629
Similar participant headcount
Nearest other-state filings by covered participants (372 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.