Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Westmoreland Casemanagement and Supports, Inc. · Pennsylvania · Healthcare & Social Assistance

What the 2023 filing shows

Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan holds $13M for 222 participants — about $58,363 per participant, down 3.0% over the 2023 plan year.

$13M
total plan assets (2023 EOY)
222
covered participants
$58,363
avg assets per participant
-3.0%
assets change YoY

The plan reported a net loss of $405K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$13M
Participants
222
State
Industry
Healthcare & Social Assistance

What the Filing Says About Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan

Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan is a Profit Sharing retirement plan sponsored by Westmoreland Casemanagement and Supports, Inc., headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 222 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 251732657, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2023 to $13M at year-end — a decline of 3.0%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-404,939 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$-404,939
Plan TypeProfit Sharing
Employer EIN251732657
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westmoreland Casemanagement and Supports, Inc.)

Year Plans Participants Total Assets
2022 1 239 $13M
2023 1 222 $13M
2024 1 230 $15M

Nearby Profit Sharing Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan?
As of the 2023 Form 5500 filing, Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan holds $13M in total assets with 222 participants. It is sponsored by Westmoreland Casemanagement and Supports, Inc..
What type of plan is Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan?
Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan is a Profit Sharing plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 251732657.
Who sponsors the Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan?
Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan is sponsored by Westmoreland Casemanagement and Supports, Inc., located in Pennsylvania. The sponsor's EIN is 251732657 and the plan operates in the Healthcare & Social Assistance industry.
How did Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan perform in 2023?
Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan declined by 3.0% during 2023, moving from $13M to $13M in total assets. Net income was $-404,939.
Where can I find official filings for Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan?
Official Form 5500 filings for Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 251732657 or plan name at efast.dol.gov.
How does Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan compare to other plans?
You can compare Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan against other Profit Sharing plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 251732657.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.