Defined Benefit (Pension) · DOL Form 5500 · 2023

West Medical, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
45th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: West Medical, Inc. Defined Benefit Pension Plan · Sponsored by West Medical, Inc. · California · Wholesale Trade

$5M in assets, 4 participants

West Medical, Inc.'s West Medical, Inc. Defined Benefit Pension Plan reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,178 in Wholesale Trade (6,309 peers)

West Medical, Inc. multi-year trail

West Medical, Inc.'s plans moved +47.9% in assets from 2022 to 2024; this filing shows West Medical, Inc. Defined Benefit Pension Plan at $5M / 4 participants.

#2,178
in Wholesale Trade (6,309 peers)
+22.6%
assets growth YoY

West Medical, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

West Medical, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$5,238,456 45th percentile higher than 45% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

West Medical, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Medical, Inc. Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Medical, Inc. Defined Benefit Pension Plan reported net income rose from -$364K in the plan year 2022 filing to $965K in the plan year 2023 filing.
  • West Medical, Inc. Defined Benefit Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 274378789 · West Medical, Inc. PY 2023 · Defined Benefit (Pension)

West Medical, Inc. Defined Benefit Pension Plan · $5M · 4 · 45th

  • NET $5M
  • NET 4
  • NET 45th
  • NET Defined Benefit (Pension)
  • NET near Happys Local 22 Employees Pension Plan
  • NET ind #2178

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 Wholesale Trade retirement plans → · Plans in California →

West Medical, Inc. Defined Benefit Pension Plan in the asset neighbourhood

The Borg Indak Defined Benefit Pension PlanThe Borg Indak Defined Benef…$5MWest Medical, Inc. Defined Benefit Pension PlanWest Medical, Inc. Defined B…$5MHappys Local 22 Employees Pension PlanHappys Local 22 Employees Pe…$5MSd Business Solutions, Inc. Defined Benefit PlanSd Business Solutions, Inc. …$5MPmps-Ila Local 1752 Plan$5M
End-of-year total assets ($M) among West Medical, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

West Medical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All West Medical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 47.88170950153577% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.34M $7.9M ▲ +47.9%
Year Plans Participants Total Assets
2022 2 8 $5M
2023 2 8 $7M
2024 2 8 $8M

West Medical, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$965K
Employer EIN274378789
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

West Medical, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants West Medical, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.005238456 · Participants: 4West Medical, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
West Medical, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare West Medical, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

West Medical, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Happys Local 22 Employees Pension Plan in MN ($5M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did West Medical, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
West Medical, Inc. Defined Benefit Pension Plan grew sharply - up 22.6% during 2023, from $4M to $5M. Reported net income was $965K.
How have West Medical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Medical, Inc.'s sponsor-wide assets grew 47.9%, from $5M to $8M.
Which Defined Benefit (Pension) plans are similar in size to West Medical, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Happys Local 22 Employees Pension Plan in MN ($5M, 50 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to West Medical, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 274378789.

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.