401(k) · DOL Form 5500 · 2023

Western Management LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
114
Participants Small participant base
30th
Percentile by assets National rank
$16,854
Avg per participant Low balance/head
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Official DOL plan name: Western Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Western Management LLC · California · Real Estate

$2M in assets, 114 participants

Western Management LLC's Western Management LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,328 in Real Estate (4,727 peers)

Coverage in California

Western Management LLC 401(k) Profit Sharing Plan & Trust covers 114 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $2M.

#2,328
in Real Estate (4,727 peers)
+17.9%
assets growth YoY

Western Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Western Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,921,369 30th percentile higher than 30% 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 Management LLC 401(k) Profit Sharing Plan & Trust 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. Western Management LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Management LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$64K in the plan year 2022 filing to $291K in the plan year 2023 filing.
  • Western Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Western Management LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 119 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 800089312 · Western Management LLC PY 2023 · 401(k)

Western Management LLC 401(k) Profit Sharing Plan & Trust · $2M · 114 · 30th

  • EBSA $2M
  • EBSA 114
  • EBSA 30th
  • EBSA 401(k)
  • EBSA near Evergreen Natural Resources 401(k) and Profit Sharing Plan
  • EBSA ind #2328

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 California →

Western Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Western Management LLC 401(k) Profit Sharing Plan & TrustWestern Management LLC 401(k…$2MEvergreen Natural Resources 401(k) and Profit Sharing PlanEvergreen Natural Resources …$2MMichael J. Mcinerney Profit Sharing PlanMichael J. Mcinerney Profit …$2MMirac, LLC Retirement Plan$2MLightfoot, Franklin, and White, LLC Associates' Match PlanLightfoot, Franklin, and Whi…$2M
End-of-year total assets ($M) among Western Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$291K
Employer EIN800089312
Plan Effective Date2011-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Management LLC)

Sponsor-wide plan assets over time

All Western Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.536365398820585% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.63M $2.18M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 119 $2M
2023 1 114 $2M
2024 1 114 $2M

Nearby 401(k) Plans in California

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

Western Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Western Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001921369 · Participants: 114Western Management LLC 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Western Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Western Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Western Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Evergreen Natural Resources 401(k) and Profit Sharing Plan in CO ($2M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Western Management LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 17.9% during 2023, from $2M to $2M. Reported net income was $291K.
How have Western Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Management LLC's sponsor-wide assets grew 33.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Western Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Evergreen Natural Resources 401(k) and Profit Sharing Plan in CO ($2M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Western Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 800089312.

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.