401(k) · DOL Form 5500 · 2023

Western Holding Group, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
288
Participants Below avg headcount
83rd
Percentile by assets National rank
$140,672
Avg per participant Near avg balance/head
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Official DOL plan name: Western Holding Group, Inc. Profit Sharing & 401(k) Plan · Sponsored by Western Holding Group, Inc. · Missouri · Construction

$41M in assets, 288 participants

Western Holding Group, Inc.'s Western Holding Group, Inc. Profit Sharing & 401(k) Plan reported $41M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,338 in Construction (9,030 peers)

Coverage in Missouri

Western Holding Group, Inc. Profit Sharing & 401(k) Plan covers 288 participants in Missouri, about 39% of the average Missouri filer (state average ~737 per filing). Assets: $41M.

#7,338
in Construction (9,030 peers)
+20.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Western Holding Group, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Western Holding Group, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$40,513,662 Top 17% higher than 83% 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 Holding Group, Inc. Profit Sharing & 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. Western Holding Group, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Holding Group, Inc. Profit Sharing & 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Western Holding Group, Inc. Profit Sharing & 401(k) Plan reported participants fell from 594 in the plan year 2022 filing to 288 in the plan year 2023 filing.
  • Western Holding Group, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 475472672 · Western Holding Group, Inc. PY 2023 · 401(k)

Western Holding Group, Inc. Profit Sharing & 401(k) Plan · $41M · 288 · 83rd

  • EOY $41M
  • 5500 288
  • ASSETS 83rd
  • PCT 401(k)
  • EIN near Accuweather 401(k) Plan
  • RANK ind #7338

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 Construction retirement plans → · Plans in Missouri →

Western Holding Group, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Accuweather 401(k) Plan$41MWestern Holding Group, Inc. Profit Sharing & 401(k) PlanWestern Holding Group, Inc. …$41MThe Paducah Bank & Trust Company, Inc. 401(k) and Employee Stock Ownership PlanThe Paducah Bank & Trust Com…$41MUrology San Antonio, P.a. 401(k) Profit Sharing PlanUrology San Antonio, P.a. 40…$41MEoc Holdings, LLC 401(k) Profit Sharing PlanEoc Holdings, LLC 401(k) Pro…$41M
End-of-year total assets ($M) among Western Holding Group, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN475472672
Plan Effective Date1973-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Holding Group, Inc.)

Sponsor-wide plan assets over time

All Western Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 43.06874693792967% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.6M $48.1M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 594 $34M
2023 1 288 $41M
2024 1 290 $48M

Nearby 401(k) Plans in Missouri

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

Western Holding Group, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Western Holding Group, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.040513662 · Participants: 288Western Holding Group, Inc. Profit Sharing & 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Western Holding Group, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Western Holding Group, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Western Holding Group, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Accuweather 401(k) Plan in PA ($41M); by covered participants it is Accord Health Service, Inc. 401(k) Plan in PA (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Holding Group, Inc. Profit Sharing & 401(k) Plan assets move in 2023? ▼
Western Holding Group, Inc. Profit Sharing & 401(k) Plan grew sharply - up 20.6% during 2023, from $34M to $41M. Reported net income was $7M.
How have Western Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Holding Group, Inc.'s sponsor-wide assets grew 43.1%, from $34M to $48M.
Where does Western Holding Group, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Western Holding Group, Inc. Profit Sharing & 401(k) Plan ranks in the 83rd 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 Western Holding Group, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accuweather 401(k) Plan in PA ($41M, 484 participants).
Which 401(k) plans cover a similar participant headcount to Western Holding Group, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accord Health Service, Inc. 401(k) Plan in PA (288 participants, $10M 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 475472672.

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.