401(k) · DOL Form 5500 · 2023

West Herr Ford, Inc. 401(k) Plan

Data updated 2026-08-11

$155M
Total assets
2,421
Participants
94th
Percentile by assets
$63,908
Avg per participant
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Official DOL plan name: West Herr Employees' Retirement Plan · Sponsored by West Herr Ford, Inc. · New York · Retail Trade

$155M in assets, 2,421 participants

West Herr Ford, Inc.'s West Herr Employees' Retirement Plan reported $155M in total assets and 2,421 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #8,113 in Retail Trade (8,414 peers)

Coverage in New York

West Herr Employees' Retirement Plan covers 2,421 participants in New York, 3.0x the typical New York plan (state average ~798 per filing). Assets: $155M.

$155M
total plan assets (2023 EOY)
2,421
covered participants
94th
percentile by assets (of 127,072 plans)
$63,908
avg assets per participant

Where West Herr Employees' Retirement Plan sits by total assets

West Herr Employees' Retirement Plan vs every filed plan by assets

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

$154,720,911 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Herr Employees' Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • West Herr Employees' Retirement Plan end-of-year assets rose from $127M in the plan year 2022 filing to $155M in the plan year 2023 filing.
  • West Herr Employees' Retirement Plan reported participants rose from 2,064 in the plan year 2022 filing to 2,421 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Retail Trade

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. West Herr Employees' Retirement Plan reports 2,421 participants - 3.0x that state average ($155M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$154M
Net Income$27M
Employer EIN160738496
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Herr Ford, Inc.)

$120M$140M$160M$180M$200M 202220232024 $127M $177M ▲ +38.8%
Total plan assets by year, all West Herr Ford, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,064 $127M
2023 1 2,421 $155M
2024 1 2,800 $177M

Nearby 401(k) Plans in New York

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

West Herr Employees' Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants West Herr Employees'…, Total assets ($B): 0.154720911 · Participants: 2421West Herr Employees'…IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
West Herr Employees' Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare West Herr Employees' Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to West Herr Employees' Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did West Herr Employees' Retirement Plan assets move in 2023? ▼
West Herr Employees' Retirement Plan grew sharply - up 21.5% during 2023, from $127M to $155M. Reported net income was $27M.
How have West Herr Ford, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Herr Ford, Inc.'s sponsor-wide assets grew 38.8%, from $127M to $177M.
Where does West Herr Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
West Herr Employees' Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to West Herr Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is H&e Equipment Services, Inc. 401(k) Profit Sharing in LA ($155M, 2,316 participants).

Next read for West Herr Employees' Retirement Plan

Filing takeaways

Ways to act on West Herr Employees' Retirement Plan's numbers.

  • By total assets, West Herr Employees' Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • West Herr Ford, Inc.'s sponsor-wide assets have grown 38.8% since 2022 across 3 plan years on file. More Retail Trade plans

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 160738496.

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.