401(k) · DOL Form 5500 · 2023

Westan Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
44
Participants Small participant base
42nd
Percentile by assets National rank
$100,150
Avg per participant Below avg balance/head
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Official DOL plan name: Westan Insurance Group 401(k) Plan · Sponsored by Westan Insurance Group, Inc. · Tennessee · Finance & Insurance

$4M in assets, 44 participants

Westan Insurance Group, Inc.'s Westan Insurance Group 401(k) Plan reported $4M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,611 in Finance & Insurance (8,869 peers)

Westan Insurance Group, Inc. multi-year trail

Westan Insurance Group, Inc.'s plans moved +47.7% in assets from 2022 to 2024; this filing shows Westan Insurance Group 401(k) Plan at $4M / 44 participants.

#2,611
in Finance & Insurance (8,869 peers)
+18.1%
assets growth YoY

Westan Insurance Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Westan Insurance Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,406,611 42nd percentile higher than 42% of 127,068 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 2023

Westan Insurance Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westan Insurance Group 401(k) Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westan Insurance Group 401(k) Plan reported net income rose from -$460K in the plan year 2022 filing to $677K in the plan year 2023 filing.
  • Westan Insurance Group 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Westan Insurance Group 401(k) Plan reported participants fell from 46 in the plan year 2022 filing to 44 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620701276 · Westan Insurance Group, Inc. PY 2023 · 401(k)

Westan Insurance Group 401(k) Plan · $4M · 44 · 42nd

  • PHOTO $4M
  • IND 44
  • EOY 42nd
  • 5500 401(k)
  • ASSETS near Ltc Accounting Services LLC 401(k) Plan & Trust
  • PCT ind #2611

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 Tennessee →

Westan Insurance Group 401(k) Plan in the asset neighbourhood

Westan Insurance Group 401(k) PlanWestan Insurance Group 401(k…$4MLtc Accounting Services LLC 401(k) Plan & TrustLtc Accounting Services LLC …$4MBioage Labs 401(k) Plan$4MVulcan Global Manufacturing Solutions 401(k) Profit Sharing Plan and TrustVulcan Global Manufacturing …$4MBunting Bearings LLC Retirement Savings 401(k) PlanBunting Bearings LLC Retirem…$4M
End-of-year total assets ($M) among Westan Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Westan Insurance Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westan Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 47.684387539460005% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.73M $5.51M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 46 $4M
2023 1 44 $4M
2024 1 46 $6M

Westan Insurance Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$677K
Employer EIN620701276
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Westan Insurance Group 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Westan Insurance Group 401(k) Plan, Total assets ($B): 0.004406611 · Participants: 44Westan Insurance Group 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Westan Insurance Group 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Westan Insurance Group 401(k) Plan side-by-side with 3 peers →

Westan Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Ltc Accounting Services LLC 401(k) Plan & Trust in IA ($4M); by covered participants it is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westan Insurance Group 401(k) Plan assets move in 2023? ▼
Westan Insurance Group 401(k) Plan grew sharply - up 18.1% during 2023, from $4M to $4M. Reported net income was $677K.
How have Westan Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westan Insurance Group, Inc.'s sponsor-wide assets grew 47.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Westan Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ltc Accounting Services LLC 401(k) Plan & Trust in IA ($4M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Westan Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620701276.

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.