401(k) · DOL Form 5500 · 2023
Westlake Services Holding Company 401(k) Plan
Data updated 2026-08-25
- $494M
- Total assets Above avg plan size
- 1,928
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $256,276
- Avg per participant Above avg balance/head
Official DOL plan name: Westlake Services Holding Company Employee Stock Ownership Plan · Sponsored by Westlake Services Holding Company · California · Management of Enterprises
$494M in assets, 1,928 participants
Westlake Services Holding Company's Westlake Services Holding Company Employee Stock Ownership Plan reported $494M in total assets and 1,928 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #1,027 in Management of Enterprises (1,137 peers)
Coverage in California
Westlake Services Holding Company Employee Stock Ownership Plan covers 1,928 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $494M.
- #1,027
- in Management of Enterprises (1,137 peers)
- -2.4%
- assets change YoY
- 5.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Westlake Services Holding Company Employee Stock Ownership Plan's outsized position by total assets
Westlake Services Holding Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$494,100,630 Top 3% higher than 97% 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
Westlake Services Holding Company Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westlake Services Holding Company Employee Stock Ownership Plan lands in the large band (1,928 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westlake Services Holding Company Employee Stock Ownership Plan reported net income rose from -$25M in the plan year 2022 filing to -$12M in the plan year 2023 filing.
- Westlake Services Holding Company Employee Stock Ownership Plan reported participants rose from 1,810 in the plan year 2022 filing to 1,928 in the plan year 2023 filing.
- Westlake Services Holding Company Employee Stock Ownership Plan end-of-year assets fell from $506M in the plan year 2022 filing to $494M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 611636987 · Westlake Services Holding Company PY 2023 · 401(k)
Westlake Services Holding Company Employee Stock Ownership Plan · $494M · 1,928 · 97th
- NET $494M
- BOOK 1,928
- VS-ST 97th
- BOY 401(k)
- SCH near Local 52 401 (K) Fund
- EBSA ind #1027
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 Management of Enterprises retirement plans → · Plans in California →
Westlake Services Holding Company Employee Stock Ownership Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $506M |
|---|---|
| Net Assets (End of Year) | $494M |
| Net Income | -$12M |
| Employer EIN | 611636987 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westlake Services Holding Company)
Sponsor-wide plan assets over time
All Westlake Services Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $507M 0.22813813326144203% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,810 | $506M |
| 2023 | 1 | 1,928 | $494M |
| 2024 | 1 | 1,772 | $507M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Westlake Services Holding Company Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Local 52 401 (K) Fund in NY ($494M); by covered participants it is Heraeus Incorporated 401(k) Retirement Plan in PA (1,929 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($494M here).
- Local 52 401 (K) Fund (NY) $494M · 5,907
- Alixpartners 401(k) Savings and Firm Contribution Plan (MI) $494M · 1,700
- Ssab Enterprises, LLC Retirement Savings and Profit Sharing Plan (AL) $494M · 1,484
- Federal Signal Corporation Retirement Savings Plan (IL) $494M · 3,383
Similar participant headcount
Nearest other-state filings by covered participants (1,928 participants); asset peers above are excluded.
- Heraeus Incorporated 401(k) Retirement Plan (PA) 1,929 · 1 off
- Nch Corporation Retirement Savings Plan (TX) 1,929 · 1 off
- Lee Hecht Harrison 401(k) Plan (FL) 1,927 · 1 off
- Zurn Elkay 401(k) Plan (WI) 1,927 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.