Profit Sharing · DOL Form 5500 · 2022

Westra Capital Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$354,466
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westra Capital Management, Inc. Retirement Savings Plan · Sponsored by Westra Capital Management, Inc. · California · Professional & Technical Services

$1M in assets, 4 participants

Westra Capital Management, Inc.'s Westra Capital Management, Inc. Retirement Savings Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,450 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Westra Capital Management, Inc. Retirement Savings Plan holds $1M for 4 participants - about $354,466 per participant, in the lower half of filed plans by assets.

#5,450
in Professional & Technical Services (21,562 peers)
+6.4%
assets growth YoY

Westra Capital Management, Inc. Retirement Savings Plan among the smaller filed plans by assets

Westra Capital Management, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,417,865 29th percentile higher than 29% 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

Westra Capital Management, Inc. Retirement Savings 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. Westra Capital Management, Inc. Retirement Savings Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 912009418 · Westra Capital Management, Inc. PY 2022 · Profit Sharing

Westra Capital Management, Inc. Retirement Savings Plan · $1M · 4 · 29th

  • SCH $1M
  • SCH 4
  • SCH 29th
  • SCH Profit Sharing
  • SCH near Guidon Mje Inc. Retirement Plan
  • SCH ind #5450

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 Professional & Technical Services retirement plans → · Plans in California →

Westra Capital Management, Inc. Retirement Savings Plan in the asset neighbourhood

Westra Capital Management, Inc. Retirement Savings PlanWestra Capital Management, I…$1MGuidon Mje Inc. Retirement PlanGuidon Mje Inc. Retirement P…$1MAmato's Profit Sharing Plan$1MUnimeasure, Inc. Profit Sharing PlanUnimeasure, Inc. Profit Shar…$1MEnclave Health Plus LLC 401(k) PlanEnclave Health Plus LLC 401(…$1M
End-of-year total assets ($M) among Westra Capital Management, Inc. Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$85K
Employer EIN912009418
Plan Effective Date2005-04-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Westra Capital Management, Inc.)

Sponsor-wide plan assets over time

All Westra Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.8602370465453341% vs 2022
2024 filing year
$1.41M$1.41M$1.42M$1.42M$1.43M 202220232024 $1.42M $1.41M ▼ -0.7%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $1M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Westra Capital Management, Inc. Retirement Savings Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Westra Capital Management, Inc. Retirement Savings Plan, Total assets ($B): 0.001417865 · Participants: 4Westra Capital Management, Inc. Retirement Savings PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Westra Capital Management, Inc. Retirement Savings Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Westra Capital Management, Inc. Retirement Savings Plan side-by-side with 3 peers →

Westra Capital Management, Inc. Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Guidon Mje Inc. Retirement Plan in GA ($1M); by covered participants it is Precision Signs, Inc. Retirement Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M 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 Westra Capital Management, Inc. Retirement Savings Plan assets move in 2022? ▼
Westra Capital Management, Inc. Retirement Savings Plan grew at a solid clip - up 6.4% during 2022, from $1M to $1M. Reported net income was $85K.
How have Westra Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westra Capital Management, Inc.'s sponsor-wide assets declined 0.9%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Westra Capital Management, Inc. Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Guidon Mje Inc. Retirement Plan in GA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Westra Capital Management, Inc. Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Precision Signs, Inc. Retirement Plan in NC (4 participants, $346K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 912009418.

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.