401(k) · DOL Form 5500 · 2022
Westerly View Inc 401(k) Plan
Data updated 2026-08-25
- $156K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $39,112
- Avg per participant Low balance/head
Official DOL plan name: Westerly View Inc 401(k) Plan · Sponsored by Westerly View Inc · Washington · Other Services
$156K in assets, 4 participants
Westerly View Inc's Westerly View Inc 401(k) Plan reported $156K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #1,634 in Other Services (8,398 peers)
Westerly View Inc multi-year trail
Westerly View Inc's plans moved +12.9% in assets from 2022 to 2024; this filing shows Westerly View Inc 401(k) Plan at $156K / 4 participants.
- #1,634
- in Other Services (8,398 peers)
- -35.2%
- assets change YoY
The plan reported a net loss of $85K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Westerly View Inc 401(k) Plan among the smaller filed plans by assets
Westerly View Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$156,447 9th percentile higher than 9% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Westerly View Inc 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westerly View Inc 401(k) Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 813193392 · Westerly View Inc PY 2022 · 401(k)
Westerly View Inc 401(k) Plan · $156K · 4 · 9th
- RANK $156K
- RANK 4
- RANK 9th
- RANK 401(k)
- RANK near Bonavento LLC 401(k) Plan
- RANK ind #1634
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 Other Services retirement plans → · Plans in Washington →
Westerly View Inc 401(k) Plan in the asset neighbourhood
Westerly View Inc multi-year asset trail
Sponsor-wide plan assets over time
All Westerly View Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $177K 12.893184273268263% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $156K |
| 2023 | 1 | 4 | $84K |
| 2024 | 1 | 5 | $177K |
Westerly View Inc filing trail (2022)
| Total Assets (Beginning of Year) | $242K |
|---|---|
| Net Assets (End of Year) | $156K |
| Net Income | -$85K |
| Employer EIN | 813193392 |
| Plan Effective Date | 2016-07-06 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Westerly View Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Bonavento LLC 401(k) Plan in OR ($156K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156K here).
- Bonavento LLC 401(k) Plan (OR) $156K · 128
- Catawba First Insurance Associates, Inc. 401(k) Plan (NC) $156K · 7
- Cornerstone Investment Inc. 401(k) Plan (CA) $156K · 4
- Bourbons Smokehouse USA, Inc. 401(k) Plan (IL) $156K · 1
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.