Defined Benefit (Pension) · DOL Form 5500 · 2023

Western Performance Equine Inc Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
32nd
Percentile by assets National rank
$384,630
Avg per participant High balance/head
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Official DOL plan name: Western Performance Equine Inc Defined Benefit Pension Plan · Sponsored by Western Performance Equine Inc · California · Professional & Technical Services

$2M in assets, 6 participants

Western Performance Equine Inc's Western Performance Equine Inc Defined Benefit Pension Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,759 in Professional & Technical Services (20,321 peers)

Western Performance Equine Inc multi-year trail

Western Performance Equine Inc's plans moved +20.3% in assets from 2022 to 2024; this filing shows Western Performance Equine Inc Defined Benefit Pension Plan at $2M / 6 participants.

#5,759
in Professional & Technical Services (20,321 peers)
+9.5%
assets growth YoY

Western Performance Equine Inc Defined Benefit Pension Plan among the smaller filed plans by assets

Western Performance Equine Inc Defined Benefit Pension Plan vs every filed plan by assets

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

$2,307,780 32nd percentile higher than 32% 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

Western Performance Equine Inc Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Performance Equine Inc Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Performance Equine Inc Defined Benefit Pension Plan reported net income rose from $102K in the plan year 2022 filing to $199K in the plan year 2023 filing.
  • Western Performance Equine Inc Defined Benefit Pension Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Western Performance Equine Inc Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 880386170 · Western Performance Equine Inc PY 2023 · Defined Benefit (Pension)

Western Performance Equine Inc Defined Benefit Pension Plan · $2M · 6 · 32nd

  • BOOK $2M
  • BOOK 6
  • BOOK 32nd
  • BOOK Defined Benefit (Pension)
  • BOOK near Jenny V. Wang, D.D.S., II, L.L.C. Defined Benefit Plan
  • BOOK ind #5759

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 →

Western Performance Equine Inc Defined Benefit Pension Plan in the asset neighbourhood

Liquid Transporters, Inc. Drivers & Shop Personnel Retirement PlanLiquid Transporters, Inc. Dr…$2MWestern Performance Equine Inc Defined Benefit Pension PlanWestern Performance Equine I…$2MJenny V. Wang, D.D.S., II, L.L.C. Defined Benefit PlanJenny V. Wang, D.D.S., II, L…$2MCoe Distributing Cash Balance Pension PlanCoe Distributing Cash Balanc…$2MValueworks LLC Pension Plan$2M
End-of-year total assets ($M) among Western Performance Equine Inc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Western Performance Equine Inc multi-year asset trail

Sponsor-wide plan assets over time

All Western Performance Equine Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.308821269547963% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M 202220232024 $2.11M $2.54M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 6 $2M
2024 1 7 $3M

Western Performance Equine Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$199K
Employer EIN880386170
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Western Performance Equine Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Western Performance Equine Inc Defined Benefit Pension Plan, Total assets ($B): 0.00230778 · Participants: 6Western Performance Equine Inc Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Western Performance Equine Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Western Performance Equine Inc Defined Benefit Pension Plan side-by-side with 3 peers →

Western Performance Equine Inc Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Jenny V. Wang, D.D.S., II, L.L.C. Defined Benefit Plan in AZ ($2M); by covered participants it is Performance Capital, LLC Cash Balance Plan in AZ (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Western Performance Equine Inc Defined Benefit Pension Plan assets move in 2023? ▼
Western Performance Equine Inc Defined Benefit Pension Plan grew at a solid clip - up 9.5% during 2023, from $2M to $2M. Reported net income was $199K.
How have Western Performance Equine Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Performance Equine Inc's sponsor-wide assets grew 20.3%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Western Performance Equine Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jenny V. Wang, D.D.S., II, L.L.C. Defined Benefit Plan in AZ ($2M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Western Performance Equine Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Performance Capital, LLC Cash Balance Plan in AZ (6 participants, N/A 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 880386170.

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.