Defined Benefit (Pension) · DOL Form 5500 · 2023

Westcoast Roof Consulting Inc Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 14
Participants Small participant base: 39th
Percentile by assets National rank: $270,237
Avg per participant High balance/head

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Official DOL plan name: Westcoast Roof Consulting, Inc., Cash Balance Plan · Sponsored by Westcoast Roof Consulting Inc · California · Administrative & Support Services

$4M in assets, 14 participants

Westcoast Roof Consulting Inc's Westcoast Roof Consulting, Inc., Cash Balance Plan reported $4M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#2,740 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Westcoast Roof Consulting, Inc., Cash Balance Plan ranks #2,740 of 4,372 2023 filers by assets (763% of the sector average)-$4M for 14 participants.

#2,740
in Administrative & Support Services (4,372 peers): +28.2%
assets growth YoY

Westcoast Roof Consulting, Inc., Cash Balance Plan's mid-pack asset rank among Administrative & Support Services and all filers

Westcoast Roof Consulting, Inc., Cash Balance Plan vs every filed plan by assets

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

$3,783,321 39th percentile higher than 39% 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

Westcoast Roof Consulting, Inc., Cash Balance 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. Westcoast Roof Consulting, Inc., Cash Balance Plan is a small filing (14 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Westcoast Roof Consulting, Inc., Cash Balance Plan reported net income rose from $328K in the plan year 2022 filing to $833K in the plan year 2023 filing.
Westcoast Roof Consulting, Inc., Cash Balance Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Westcoast Roof Consulting, Inc., Cash Balance Plan reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200629783 · Westcoast Roof Consulting Inc PY 2023 · Defined Benefit (Pension)

Westcoast Roof Consulting, Inc., Cash Balance Plan · $4M · 14 · 39th

PCT $4M
PCT 14
PCT 39th
PCT Defined Benefit (Pension)
PCT near Indianapolis Power & Light Company Supplemental Retirement Plan
PCT ind #2740

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 Administrative & Support Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Westcoast Roof Consulting, Inc., Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$833K
Employer EIN	200629783
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Westcoast Roof Consulting Inc)

Latest sponsor-wide plan assets: $6M 38.52260849806862% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	30	$5M
2023	2	28	$6M
2024	2	32	$6M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Westcoast Roof Consulting, Inc., Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

Compare Westcoast Roof Consulting, Inc., Cash Balance Plan side-by-side with 3 peers →

Westcoast Roof Consulting, Inc., Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Indianapolis Power & Light Company Supplemental Retirement Plan in IN ($4M); by covered participants it is Pottsville Republican Inc. Pension Plan in PA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Indianapolis Power & Light Company Supplemental Retirement Plan (IN) $4M · N/A
Morrison Restaurants, Inc. Retirement Plan (TN) $4M · 2
Carolina Container Company Hourly Employees Pension Plan (NC) $4M · 179
Dawn-Iue Local No. 697 Pension Plan (KY) $4M · 9

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

Pottsville Republican Inc. Pension Plan (PA) 14 · 0 off
M & R Distributors International, Inc. Defined Benefit Pension Plan (FL) 14 · 0 off
Hm Product Solutions Defined Benefit Pension Plan (WI) 14 · 0 off
Walter Duncan, Inc. Employees Retirement Plan (OK) 14 · 0 off

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 Westcoast Roof Consulting, Inc., Cash Balance Plan assets move in 2023? ▼

Westcoast Roof Consulting, Inc., Cash Balance Plan grew sharply - up 28.2% during 2023, from $3M to $4M. Reported net income was $833K.

How have Westcoast Roof Consulting Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Westcoast Roof Consulting Inc's sponsor-wide assets grew 38.5%, from $5M to $6M.

Which Defined Benefit (Pension) plans are similar in size to Westcoast Roof Consulting, Inc., Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Indianapolis Power & Light Company Supplemental Retirement Plan in IN ($4M, N/A participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Westcoast Roof Consulting, Inc., Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pottsville Republican Inc. Pension Plan in PA (14 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 200629783.