401(k) · DOL Form 5500 · 2023
West Family Investments Inc 401(k) Plan
Data updated 2026-08-25
- $693K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 21st
- Percentile by assets National rank
Official DOL plan name: West Family Investments Inc 401(k) Profit Sharing Plan & Trust · Sponsored by West Family Investments Inc · California · Professional & Technical Services
$693K in assets, N/A participants
West Family Investments Inc's West Family Investments Inc 401(k) Profit Sharing Plan & Trust reported $693K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,157 in Professional & Technical Services (20,321 peers)
West Family Investments Inc multi-year trail
West Family Investments Inc's plans moved +50.0% in assets from 2022 to 2024; this filing shows West Family Investments Inc 401(k) Profit Sharing Plan & Trust at $693K / N/A participants.
- #3,157
- in Professional & Technical Services (20,321 peers)
- +26.9%
- assets growth YoY
West Family Investments Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
West Family Investments Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$692,971 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Family Investments Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$58K in the plan year 2022 filing to $147K in the plan year 2023 filing.
- West Family Investments Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $546K in the plan year 2022 filing to $693K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 451291185 · West Family Investments Inc PY 2023 · 401(k)
West Family Investments Inc 401(k) Profit Sharing Plan & Trust · $693K · N/A · 21st
- PART $693K
- TYPE N/A
- NET 21st
- BOOK 401(k)
- VS-ST near Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan
- BOY ind #3157
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 Professional & Technical Services retirement plans → · Plans in California →
West Family Investments Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
West Family Investments Inc multi-year asset trail
Sponsor-wide plan assets over time
All West Family Investments Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $819K 50.00173991717995% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $546K |
| 2023 | 1 | N/A | $693K |
| 2024 | 1 | 4 | $819K |
West Family Investments Inc filing trail (2023)
| Total Assets (Beginning of Year) | $546K |
|---|---|
| Net Assets (End of Year) | $693K |
| Net Income | $147K |
| Employer EIN | 451291185 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
West Family Investments Inc 401(k) Profit Sharing Plan & Trust's closest out-of-state 401(k) peers by assets
Outside California, the nearest 401(k) by end-of-year assets is Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan in TX at $693K (this filing: $693K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($693K here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.