401(k) · DOL Form 5500 · 2023

Westmount Realty Group LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 71
Participants Small participant base: 44th
Percentile by assets National rank: $70,395
Avg per participant Below avg balance/head

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Official DOL plan name: Westmount Realty Group Employees' 401(k) Plan · Sponsored by Westmount Realty Group LLC · Texas · Real Estate

$5M in assets, 71 participants

Westmount Realty Group LLC's Westmount Realty Group Employees' 401(k) Plan reported $5M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

#3,018 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Westmount Realty Group Employees' 401(k) Plan ranks #3,018 of 4,727 2023 filers by assets (520% of the sector average)-$5M for 71 participants.

#3,018
in Real Estate (4,727 peers): +23.1%
assets growth YoY

Westmount Realty Group Employees' 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Westmount Realty Group Employees' 401(k) Plan vs every filed plan by assets

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

$4,998,038 44th percentile higher than 44% 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

Westmount Realty Group Employees' 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. Westmount Realty Group Employees' 401(k) Plan is a small filing (71 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 453808910 · Westmount Realty Group LLC PY 2023 · 401(k)

Westmount Realty Group Employees' 401(k) Plan · $5M · 71 · 44th

EBSA $5M
PART 71
TYPE 44th
NET 401(k)
BOOK near Blair, Bondurant, & Patterson, P.a. 401(k) Plan
VS-ST ind #3018

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 Real Estate retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Westmount Realty Group Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$937K
Employer EIN	453808910
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Westmount Realty Group LLC)

Latest sponsor-wide plan assets: $6M 22.534962719371084% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	71	$5M
2024	1	79	$6M

Nearby 401(k) Plans in Texas

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

Westmount Realty Group Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Westmount Realty Group Employees' 401(k) Plan side-by-side with 3 peers →

Westmount Realty Group Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Blair, Bondurant, & Patterson, P.a. 401(k) Plan in MS ($5M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Blair, Bondurant, & Patterson, P.a. 401(k) Plan (MS) $5M · 6
Quartile 401(k) Plan (NY) $5M · 155
Mainscape, Inc. 401(k) Plan (IN) $5M · 785
Better World Books 401(k) Profit Sharing Plan (IN) $5M · 184

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

Eftec Savings Plan (MI) 71 · 0 off
Bryant Miller Olive 401(k) Plan (FL) 71 · 0 off
Cse 401(k) Plan (MA) 71 · 0 off
Definitive Audio, Inc. 401(k) Retirement Trust (WA) 71 · 0 off

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 Westmount Realty Group Employees' 401(k) Plan assets move in 2023? ▼

Westmount Realty Group Employees' 401(k) Plan grew sharply - up 23.1% during 2023, from $4M to $5M. Reported net income was $937K.

How have Westmount Realty Group LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Westmount Realty Group LLC's sponsor-wide assets grew 22.5%, from $5M to $6M.

Which 401(k) plans are similar in size to Westmount Realty Group Employees' 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Blair, Bondurant, & Patterson, P.a. 401(k) Plan in MS ($5M, 6 participants).

Which 401(k) plans cover a similar participant headcount to Westmount Realty Group Employees' 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 453808910.