401(k) · DOL Form 5500 · 2023
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $417,046
- Avg per participant High balance/head
Official DOL plan name: Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan · Sponsored by Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP · New York · Professional & Technical Services
$8M in assets, 19 participants
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP's Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan reported $8M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,578 in Professional & Technical Services (20,321 peers)
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP multi-year trail
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP's plans moved +37.1% in assets from 2022 to 2024; this filing shows Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan at $8M / 19 participants.
- #10,578
- in Professional & Technical Services (20,321 peers)
- +18.8%
- assets growth YoY
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,923,875 Top 46% higher than 54% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan reported participants fell from 22 in the plan year 2022 filing to 19 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 113440989 · Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP PY 2023 · 401(k)
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan · $8M · 19 · 54th
- 5500 $8M
- 5500 19
- 5500 54th
- 5500 401(k)
- 5500 near Prescryptive Health 401(k) Plan
- 5500 ind #10578
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 New York →
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 37.12939520176212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $7M |
| 2023 | 1 | 19 | $8M |
| 2024 | 1 | 21 | $9M |
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 113440989 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Westermann, Sheehy, Keenan, Samaan & Aydelott, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Prescryptive Health 401(k) Plan in WA ($8M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Williams, Robinson Et Al 401(k) Plan & Trust (MO) 19 · 0 off
- Green Dental Care Eqrp 401(k) (CO) 19 · 0 off
- Sola Ventures Retirement Plan (MD) 19 · 0 off
- Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 19 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.