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
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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

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 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 401(k) Plan$156KBonavento LLC 401(k) Plan$156KCatawba First Insurance Associates, Inc. 401(k) PlanCatawba First Insurance Asso…$156KCornerstone Investment Inc. 401(k) PlanCornerstone Investment Inc. …$156KBourbons Smokehouse USA, Inc. 401(k) PlanBourbons Smokehouse USA, Inc…$156K
End-of-year total assets ($M) among Westerly View Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.16M $0.18M ▲ +12.5%
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 EIN813193392
Plan Effective Date2016-07-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Westerly View Inc 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Westerly View Inc 401(k) Plan, Total assets ($B): 0.000156447 · Participants: 4Westerly View Inc 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Westerly View Inc 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

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).

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.

Frequently Asked Questions

How did Westerly View Inc 401(k) Plan assets move in 2022?
Westerly View Inc 401(k) Plan contracted severely - down 35.2% during 2022, from $242K to $156K. Reported net income was -$85K.
How have Westerly View Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Westerly View Inc's sponsor-wide assets grew 12.9%, from $156K to $177K.
Where does Westerly View Inc 401(k) Plan rank by assets among Form 5500 filers?
Westerly View Inc 401(k) Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Westerly View Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bonavento LLC 401(k) Plan in OR ($156K, 128 participants).
Which 401(k) plans cover a similar participant headcount to Westerly View Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).