401(k) · DOL Form 5500 · 2023

Westdale Asset Management, Ltd 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
545
Participants Below avg headcount
77th
Percentile by assets National rank
$47,368
Avg per participant Low balance/head
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Official DOL plan name: Westdale Asset Management, Ltd 401(k) Plan · Sponsored by Westdale Asset Management, Ltd · Texas · Real Estate

$26M in assets, 545 participants

Westdale Asset Management, Ltd's Westdale Asset Management, Ltd 401(k) Plan reported $26M in total assets and 545 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,234 in Real Estate (4,727 peers)

Where Westdale Asset Management, Ltd 401(k) Plan sits by assets

Westdale Asset Management, Ltd 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 545 participants (~$47,368/participant), up 16.7% in 2023.

#4,234
in Real Estate (4,727 peers)
+16.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Westdale Asset Management, Ltd 401(k) Plan's outsized position by total assets

Westdale Asset Management, Ltd 401(k) Plan vs every filed plan by assets

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

$25,815,393 Top 23% higher than 77% 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

Westdale Asset Management, Ltd 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. Westdale Asset Management, Ltd 401(k) Plan sits mid-pack in the medium band (545 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westdale Asset Management, Ltd 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Westdale Asset Management, Ltd 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Westdale Asset Management, Ltd 401(k) Plan reported participants fell from 610 in the plan year 2022 filing to 545 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752680425 · Westdale Asset Management, Ltd PY 2023 · 401(k)

Westdale Asset Management, Ltd 401(k) Plan · $26M · 545 · 77th

  • PART $26M
  • TYPE 545
  • NET 77th
  • BOOK 401(k)
  • VS-ST near British School of Washington 401(k) Profit Sharing Plan & Tru
  • BOY ind #4234

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 →

Westdale Asset Management, Ltd 401(k) Plan in the asset neighbourhood

Westdale Asset Management, Ltd 401(k) PlanWestdale Asset Management, L…$26MBritish School of Washington 401(k) Profit Sharing Plan & TruBritish School of Washington…$26MKingland Systems, LLC 401(k) PlanKingland Systems, LLC 401(k)…$26MTransurban (USA) 401(k) Profit Sharing PlanTransurban (USA) 401(k) Prof…$26MRiverview Bancorp Inc. Employees' Savings & Profit Sharing Plan and TrustRiverview Bancorp Inc. Emplo…$26M
End-of-year total assets ($M) among Westdale Asset Management, Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN752680425
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westdale Asset Management, Ltd)

Sponsor-wide plan assets over time

All Westdale Asset Management, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$29M 30.157498274445604% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $22.1M $28.8M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 610 $22M
2023 1 545 $26M
2024 1 607 $29M

Nearby 401(k) Plans in Texas

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

Westdale Asset Management, Ltd 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Westdale Asset Management, Ltd 401(k) Plan, Total assets ($B): 0.025815393 · Participants: 545Westdale Asset Management, Ltd 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Westdale Asset Management, Ltd 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Westdale Asset Management, Ltd 401(k) Plan side-by-side with 3 peers →

Westdale Asset Management, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is British School of Washington 401(k) Profit Sharing Plan & Tru in FL ($26M); by covered participants it is Trescal, Inc. Employee 401(k) Plan in MI (545 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (545 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 Westdale Asset Management, Ltd 401(k) Plan assets move in 2023? ▼
Westdale Asset Management, Ltd 401(k) Plan grew sharply - up 16.7% during 2023, from $22M to $26M. Reported net income was $4M.
How have Westdale Asset Management, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westdale Asset Management, Ltd's sponsor-wide assets grew 30.2%, from $22M to $29M.
Where does Westdale Asset Management, Ltd 401(k) Plan rank by assets among Form 5500 filers? ▼
Westdale Asset Management, Ltd 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Westdale Asset Management, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is British School of Washington 401(k) Profit Sharing Plan & Tru in FL ($26M, 804 participants).
Which 401(k) plans cover a similar participant headcount to Westdale Asset Management, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trescal, Inc. Employee 401(k) Plan in MI (545 participants, $40M 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 752680425.

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.