401(k)
2022 plan-year 401(k) DOL Form 5500

403(b) Thrift Plan of Westbrook Health Services, Inc.

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

Sponsored by Westbrook Health Services, Inc · West Virginia · Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan of Westbrook Health Services, Inc. holds $774K for 148 participants — about $5,229 per participant, up 139.5% over the 2022 plan year.

$774K
total plan assets (2022 EOY)
148
covered participants
$5,229
avg assets per participant
+139.5%
assets growth YoY
Total Assets (2023)
$774K
Participants
148
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan of Westbrook Health Services, Inc.

403(b) Thrift Plan of Westbrook Health Services, Inc. is a 401(k) retirement plan sponsored by Westbrook Health Services, Inc, headquartered in West Virginia. As of the 2022 Form 5500 filing, the plan reports $774K in total end-of-year assets and covers 148 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 550484662, and the plan has been effective since 2020-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $323K at the beginning of 2022 to $774K at year-end — a gain of 139.5%. Net assets (after liabilities) closed the year at $774K, with reported net income of $451K 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 1 prior plan-year filing 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)$323K
Total Assets (End of Year)$774K
Net Assets (End of Year)$774K
Net Income$451K
Plan Type401(k)
Employer EIN550484662
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westbrook Health Services, Inc)

Year Plans Participants Total Assets
2022 2 367 $8M
2023 2 436 $10M

Nearby 401(k) Plans in West Virginia

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

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan of Westbrook Health Services, Inc.?
As of the 2022 Form 5500 filing, 403(b) Thrift Plan of Westbrook Health Services, Inc. holds $774K in total assets with 148 participants. It is sponsored by Westbrook Health Services, Inc.
What type of plan is 403(b) Thrift Plan of Westbrook Health Services, Inc.?
403(b) Thrift Plan of Westbrook Health Services, Inc. is a 401(k) plan. It has been effective since 2020-07-01. The plan is filed with the U.S. Department of Labor under EIN 550484662.
Who sponsors the 403(b) Thrift Plan of Westbrook Health Services, Inc.?
403(b) Thrift Plan of Westbrook Health Services, Inc. is sponsored by Westbrook Health Services, Inc, located in West Virginia. The sponsor's EIN is 550484662 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan of Westbrook Health Services, Inc. perform in 2022?
403(b) Thrift Plan of Westbrook Health Services, Inc. grew by 139.5% during 2022, moving from $323K to $774K in total assets. Net income was $451K.
Where can I find official filings for 403(b) Thrift Plan of Westbrook Health Services, Inc.?
Official Form 5500 filings for 403(b) Thrift Plan of Westbrook Health Services, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 550484662 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan of Westbrook Health Services, Inc. compare to other plans?
You can compare 403(b) Thrift Plan of Westbrook Health Services, Inc. against other 401(k) plans on the plan type page, or view plans in West Virginia 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 550484662.

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.