Other · DOL Form 5500 · 2023

Westminster Manor Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
320
Participants Below avg headcount
53rd
Percentile by assets National rank
$24,093
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westminster Manor 403(b) Plan · Sponsored by Westminster Manor · Texas · Healthcare & Social Assistance

$8M in assets, 320 participants

Westminster Manor's Westminster Manor 403(b) Plan reported $8M in total assets and 320 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,339 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Westminster Manor 403(b) Plan covers 320 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#10,339
in Healthcare & Social Assistance (17,684 peers)
+20.3%
assets growth YoY

Westminster Manor 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Westminster Manor 403(b) Plan vs every filed plan by assets

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

$7,709,607 Top 47% higher than 53% 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

Westminster Manor 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westminster Manor 403(b) Plan sits mid-pack in the medium band (320 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westminster Manor 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Westminster Manor 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Westminster Manor 403(b) Plan reported participants rose from 276 in the plan year 2022 filing to 320 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 741501375 · Westminster Manor PY 2023 · Other

Westminster Manor 403(b) Plan · $8M · 320 · 53rd

  • BOY $8M
  • SCH 320
  • EBSA 53rd
  • PART Other
  • TYPE near The Forest at Duke 403(b) Plan
  • NET ind #10339

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Westminster Manor 403(b) Plan in the asset neighbourhood

Retirement Plan for Hourly Employees of Faculty- Student Association of State University of New York at Buffalo, Inc.Retirement Plan for Hourly E…$8M403(b) Thrift Plan of Family Service Rochester, Inc.403(b) Thrift Plan of Family…$8MWestminster Manor 403(b) Plan$8MThe Forest at Duke 403(b) PlanThe Forest at Duke 403(b) Pl…$8MFamily Health Center Retirement PlanFamily Health Center Retirem…$8M
End-of-year total assets ($M) among Westminster Manor 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN741501375
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westminster Manor)

Sponsor-wide plan assets over time

All Westminster Manor plans reported in each filing year

Latest sponsor-wide plan assets
$9M 42.69879921830463% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.41M $9.15M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 276 $6M
2023 1 320 $8M
2024 1 352 $9M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Westminster Manor 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Westminster Manor 403(b) Plan, Total assets ($B): 0.007709607 · Participants: 320Westminster Manor 403(b) PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Westminster Manor 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Westminster Manor 403(b) Plan side-by-side with 3 peers →

Westminster Manor 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is The Forest at Duke 403(b) Plan in NC ($8M); by covered participants it is Des Moines University Defined Contribution 403(b) Plan in IA (320 participants). Same-state nearby plans are listed separately above.

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 Westminster Manor 403(b) Plan assets move in 2023? ▼
Westminster Manor 403(b) Plan grew sharply - up 20.3% during 2023, from $6M to $8M. Reported net income was $1M.
How have Westminster Manor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westminster Manor's sponsor-wide assets grew 42.7%, from $6M to $9M.
Which Other plans are similar in size to Westminster Manor 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Forest at Duke 403(b) Plan in NC ($8M, 297 participants).
Which Other plans cover a similar participant headcount to Westminster Manor 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Des Moines University Defined Contribution 403(b) Plan in IA (320 participants, $102M 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 741501375.

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.