401(k) · DOL Form 5500 · 2023

Westlake Services Holding Company 401(k) Plan

Data updated 2026-08-11

$494M
Total assets
1,928
Participants
97th
Percentile by assets
$256,276
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$494M
total plan assets (2023 EOY)
1,928
covered participants
97th
percentile by assets (of 127,072 plans)
$256,276
avg assets per participant

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.

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.

See the national 2022→2023 release diff →

State
California
Industry
Management of Enterprises

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Westlake Services Holding Company Employee Stock Ownership Plan reports 1,928 participants - 3.1x that state average ($494M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$506M
Net Assets (End of Year)$494M
Net Income-$12M
Employer EIN611636987
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westlake Services Holding Company)

$490M$495M$500M$505M$510M 202220232024 $506M $507M ▲ +0.2%
Total plan assets by year, all Westlake Services Holding Company plans on file
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.

Westlake Services Holding Company Employee Stock Ownership Plan vs. nearby 401(k) plans in California, assets vs. participants

Westlake Services Holding Company Employee Stock Ownership Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Westlake Services Ho…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Westlake Services Holding Company Employee Stock Ownership Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Westlake Services Holding Company Employ… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Westlake Services Holding Company Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Westlake Services Holding Company Employee Stock Ownership Plan assets move in 2023? ▼
Westlake Services Holding Company Employee Stock Ownership Plan edged down modestly - down 2.4% during 2023, from $506M to $494M. Reported net income was -$12M.
How have Westlake Services Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westlake Services Holding Company's sponsor-wide assets grew 0.2%, from $506M to $507M.
Where does Westlake Services Holding Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Westlake Services Holding Company Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Westlake Services Holding Company Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Local 52 401 (K) Fund in NY ($494M, 5,907 participants).

Next read for Westlake Services Holding Company Employ…

Filing takeaways

Ways to act on Westlake Services Holding Company Employee Stock Ownership Plan's numbers.

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 611636987.

Read our methodology - how this data is sourced, computed, and verified.

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