401(k) · DOL Form 5500 · 2023

Western State Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
268
Participants Below avg headcount
73rd
Percentile by assets National rank
$76,285
Avg per participant Below avg balance/head
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Official DOL plan name: Western State Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Western State Agency, Inc. · North Dakota · Finance & Insurance

$20M in assets, 268 participants

Western State Agency, Inc.'s Western State Agency, Inc. 401(k) Profit Sharing Plan reported $20M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,290 in Finance & Insurance (8,869 peers)

Western State Agency, Inc. multi-year trail

Western State Agency, Inc.'s plans moved +25.0% in assets from 2022 to 2024; this filing shows Western State Agency, Inc. 401(k) Profit Sharing Plan at $20M / 268 participants.

#5,290
in Finance & Insurance (8,869 peers)
+29.3%
assets growth YoY

Western State Agency, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Western State Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,444,357 Top 27% higher than 73% 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 State Agency, Inc. 401(k) Profit Sharing 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 State Agency, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western State Agency, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Western State Agency, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Western State Agency, Inc. 401(k) Profit Sharing Plan reported participants rose from 256 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 450106740 · Western State Agency, Inc. PY 2023 · 401(k)

Western State Agency, Inc. 401(k) Profit Sharing Plan · $20M · 268 · 73rd

  • EBSA $20M
  • EBSA 268
  • EBSA 73rd
  • EBSA 401(k)
  • EBSA near Topocean Consolidation Service (La), Inc. 401(k) Profit Sharing Plan
  • EBSA ind #5290

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 Finance & Insurance retirement plans → · Plans in North Dakota →

Western State Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

John C. Grimberg Co. Inc. 401(k) Retirement Savings PlanJohn C. Grimberg Co. Inc. 40…$20MHr & a Advisors, Inc. 401(k)/Profit Sharing PlanHr & a Advisors, Inc. 401(k)…$20MNofziger Companies 401(k) Retirement Savings PlanNofziger Companies 401(k) Re…$20MWestern State Agency, Inc. 401(k) Profit Sharing PlanWestern State Agency, Inc. 4…$20MTopocean Consolidation Service (La), Inc. 401(k) Profit Sharing PlanTopocean Consolidation Servi…$20M
End-of-year total assets ($M) among Western State Agency, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Western State Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Western State Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 25.04964505411577% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $61.2M $76.6M ▲ +25.1%
Year Plans Participants Total Assets
2022 2 512 $61M
2023 2 537 $65M
2024 2 573 $77M

Western State Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN450106740
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Dakota

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

Western State Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Western State Agency, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.020444357 · Participants: 268Western State Agency, Inc. 401(k) Profit Sharing PlanSanford Retirement Savings Plan, Total assets ($B): 3.110361496 · Participants: 30495Sanford Retirement Savings PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.829880488 · Participants: 8551Mdu Resources Group, Inc. 401(k) Retirement PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.7412361 · Participants: 5269Knife River Corporation 401(k) Retirement PlanDakotas Areawide IBEW-NECA Savings and Retirement Plan, Total assets ($B): 0.521170291 · Participants: 3853Dakotas Areawide IBEW-NECA Savings and Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.512524705 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing Plan
Western State Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Western State Agency, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside North Dakota, the nearest 401(k) by assets is Topocean Consolidation Service (La), Inc. 401(k) Profit Sharing Plan in CA ($20M); by covered participants it is Patientpop Inc. Retirement Trust in CA (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 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 State Agency, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Western State Agency, Inc. 401(k) Profit Sharing Plan grew sharply - up 29.3% during 2023, from $16M to $20M. Reported net income was $5M.
How have Western State Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western State Agency, Inc.'s sponsor-wide assets grew 25.0%, from $61M to $77M.
Which 401(k) plans are similar in size to Western State Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Topocean Consolidation Service (La), Inc. 401(k) Profit Sharing Plan in CA ($20M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Western State Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Patientpop Inc. Retirement Trust in CA (268 participants, N/A 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 450106740.

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.