401(k) · DOL Form 5500 · 2023

Westmont Living, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
921
Participants Near avg headcount
56th
Percentile by assets National rank
$9,846
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westmont Living 401(k) Plan · Sponsored by Westmont Living, Inc. · California · Healthcare & Social Assistance

$9M in assets, 921 participants

Westmont Living, Inc.'s Westmont Living 401(k) Plan reported $9M in total assets and 921 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,985 in Healthcare & Social Assistance (17,684 peers)

Westmont Living, Inc. multi-year trail

Westmont Living, Inc.'s plans moved +97.4% in assets from 2022 to 2024; this filing shows Westmont Living 401(k) Plan at $9M / 921 participants.

#10,985
in Healthcare & Social Assistance (17,684 peers)
+53.1%
assets growth YoY

Westmont Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Westmont Living 401(k) Plan vs every filed plan by assets

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

$9,068,186 Top 44% higher than 56% 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

Westmont Living 401(k) 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. Westmont Living 401(k) Plan sits mid-pack in the medium band (921 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westmont Living 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Westmont Living 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Westmont Living 401(k) Plan reported participants rose from 740 in the plan year 2022 filing to 921 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 262513782 · Westmont Living, Inc. PY 2023 · 401(k)

Westmont Living 401(k) Plan · $9M · 921 · 56th

  • 5500 $9M
  • 5500 921
  • 5500 56th
  • 5500 401(k)
  • 5500 near Tallman Eye Associates, P.C. 401(k) Savings Plan
  • 5500 ind #10985

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 California →

Westmont Living 401(k) Plan in the asset neighbourhood

Westmont Living 401(k) Plan$9MTallman Eye Associates, P.C. 401(k) Savings PlanTallman Eye Associates, P.C.…$9MColorado Premium Foods 401(k) PlanColorado Premium Foods 401(k…$9MMagie Mabrey Hughes Eye Clinic, P.a. Retirement Savings PlanMagie Mabrey Hughes Eye Clin…$9MGunther International Ltd. Savings & Retirement PlanGunther International Ltd. S…$9M
End-of-year total assets ($M) among Westmont Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Westmont Living, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westmont Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 97.38580088199613% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.92M $11.7M ▲ +97.5%
Year Plans Participants Total Assets
2022 1 740 $6M
2023 1 921 $9M
2024 1 927 $12M

Westmont Living, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN262513782
Plan Effective Date2013-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Westmont Living 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Westmont Living 401(k) Plan, Total assets ($B): 0.009068186 · Participants: 921Westmont Living 401(k) PlanWells 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
Westmont Living 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Westmont Living 401(k) Plan side-by-side with 3 peers →

Westmont Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tallman Eye Associates, P.C. 401(k) Savings Plan in MA ($9M); by covered participants it is Greyhound Lines, Inc. Retirement Savings Plan in TX (921 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (921 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 Westmont Living 401(k) Plan assets move in 2023? ▼
Westmont Living 401(k) Plan surged - up 53.1% during 2023, from $6M to $9M. Reported net income was $3M.
How have Westmont Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westmont Living, Inc.'s sponsor-wide assets grew 97.4%, from $6M to $12M.
Which 401(k) plans are similar in size to Westmont Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tallman Eye Associates, P.C. 401(k) Savings Plan in MA ($9M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Westmont Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greyhound Lines, Inc. Retirement Savings Plan in TX (921 participants, $55M 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 262513782.

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.