401(k) · DOL Form 5500 · 2023

West Herr Ford, Inc. 401(k) Plan

Data updated 2026-08-25

$155M
Total assets Near avg plan size
2,421
Participants Above avg headcount
94th
Percentile by assets National rank
$63,908
Avg per participant Low balance/head
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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.

  • #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.

#8,113
in Retail Trade (8,414 peers)
+21.5%
assets growth YoY
1.6×
vs typical plan assets (national mean)

West Herr Employees' Retirement Plan's outsized position 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 $2,050,000,000 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

West Herr Employees' Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Herr Employees' Retirement Plan lands in the large band (2,421 participants).

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 →

Plan-year Form 5500 strip

Filing strip 160738496 · West Herr Ford, Inc. PY 2023 · 401(k)

West Herr Employees' Retirement Plan · $155M · 2,421 · 94th

  • NET $155M
  • BOOK 2,421
  • VS-ST 94th
  • BOY 401(k)
  • SCH near H&e Equipment Services, Inc. 401(k) Profit Sharing
  • EBSA ind #8113

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 Retail Trade retirement plans → · Plans in New York →

West Herr Employees' Retirement Plan in the asset neighbourhood

Rosendin Electric 401(k) Savings PlanRosendin Electric 401(k) Sav…$155MH&e Equipment Services, Inc. 401(k) Profit SharingH&e Equipment Services, Inc.…$155MWest Herr Employees' Retirement PlanWest Herr Employees' Retirem…$155MBasic Retirement Savings Plan$155MTudor Investment Corporation 401(k) Savings and Profit-Sharing PlanTudor Investment Corporation…$155M
End-of-year total assets ($M) among West Herr Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All West Herr Ford, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$177M 38.840242873724776% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $127M $177M ▲ +38.8%
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 ($B) Participants West Herr Employees' Retirement Plan, Total assets ($B): 0.154720911 · Participants: 2421West Herr Employees' Retirement PlanIBM 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) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
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 →

West Herr Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is H&e Equipment Services, Inc. 401(k) Profit Sharing in LA ($155M); by covered participants it is IBEW Local 683 Profit Sharing Annuity Plan in MO (2,422 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,421 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 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).
Which 401(k) plans cover a similar participant headcount to West Herr Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is IBEW Local 683 Profit Sharing Annuity Plan in MO (2,422 participants, $216M 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 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.