Other · DOL Form 5500 · 2023
Westmoreland Casemanagement and Supports, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 222
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $58,363
- Avg per participant Low balance/head
Official DOL plan name: Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan · Sponsored by Westmoreland Casemanagement and Supports, Inc. · Pennsylvania · Healthcare & Social Assistance
$13M in assets, 222 participants
Westmoreland Casemanagement and Supports, Inc.'s Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan reported $13M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,270 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan covers 222 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.
- #12,270
- in Healthcare & Social Assistance (17,684 peers)
- -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.
Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,956,634 Top 36% higher than 64% 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
Westmoreland Casemanagement and Supports, Inc. Employee's Pension 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. Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan sits mid-pack in the medium band (222 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan reported net income rose from -$2M in the plan year 2022 filing to -$405K in the plan year 2023 filing.
- Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan reported participants fell from 239 in the plan year 2022 filing to 222 in the plan year 2023 filing.
- Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan end-of-year assets fell from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 251732657 · Westmoreland Casemanagement and Supports, Inc. PY 2023 · Other
Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan · $13M · 222 · 64th
- PART $13M
- PART 222
- PART 64th
- PART Other
- PART near 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc.
- PART ind #12270
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$405K |
| Employer EIN | 251732657 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westmoreland Casemanagement and Supports, Inc.)
Sponsor-wide plan assets over time
All Westmoreland Casemanagement and Supports, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 9.042684668546148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 239 | $13M |
| 2023 | 1 | 222 | $13M |
| 2024 | 1 | 230 | $15M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. in WI ($13M); by covered participants it is Planned Parenthood League of Massachusetts 403(b) Plan in MA (222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (222 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.