401(k) · DOL Form 5500 · 2023

Westminster Management, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
535
Participants Below avg headcount
72nd
Percentile by assets National rank
$35,592
Avg per participant Low balance/head
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Official DOL plan name: Westminster Management Retirement Incentive & Savings Plan · Sponsored by Westminster Management, LLC · New York · Real Estate

$19M in assets, 535 participants

Westminster Management, LLC's Westminster Management Retirement Incentive & Savings Plan reported $19M in total assets and 535 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,065 in Real Estate (4,727 peers)

Westminster Management, LLC multi-year trail

Westminster Management, LLC's plans moved +69.1% in assets from 2022 to 2024; this filing shows Westminster Management Retirement Incentive & Savings Plan at $19M / 535 participants.

#4,065
in Real Estate (4,727 peers)
+36.9%
assets growth YoY

Westminster Management Retirement Incentive & Savings Plan's outsized position by total assets

Westminster Management Retirement Incentive & Savings Plan vs every filed plan by assets

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

$19,041,506 Top 28% higher than 72% 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

Westminster Management Retirement Incentive & Savings 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. Westminster Management Retirement Incentive & Savings Plan sits mid-pack in the medium band (535 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westminster Management Retirement Incentive & Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Westminster Management Retirement Incentive & Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Westminster Management Retirement Incentive & Savings Plan reported participants rose from 482 in the plan year 2022 filing to 535 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 223279633 · Westminster Management, LLC PY 2023 · 401(k)

Westminster Management Retirement Incentive & Savings Plan · $19M · 535 · 72nd

  • ASSETS $19M
  • ASSETS 535
  • ASSETS 72nd
  • ASSETS 401(k)
  • ASSETS near 2014 Restated Jenike & Johanson, Inc. Thrift Plan
  • ASSETS ind #4065

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 Real Estate retirement plans → · Plans in New York →

Westminster Management Retirement Incentive & Savings Plan in the asset neighbourhood

Westminster Management Retirement Incentive & Savings PlanWestminster Management Retir…$19M2014 Restated Jenike & Johanson, Inc. Thrift Plan2014 Restated Jenike & Johan…$19MTri-Century Eye Care, P.C. 401(k) Profit Sharing PlanTri-Century Eye Care, P.C. 4…$19MAiphone Corporation Employees Savings PlanAiphone Corporation Employee…$19MNew Wave Entertainment 401(k) PlanNew Wave Entertainment 401(k…$19M
End-of-year total assets ($M) among Westminster Management Retirement Incentive & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Westminster Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Westminster Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 69.09343522755603% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $23.5M ▲ +69.1%
Year Plans Participants Total Assets
2022 1 482 $14M
2023 1 535 $19M
2024 1 567 $24M

Westminster Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN223279633
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Westminster Management Retirement Incentive & Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Westminster Management Retirement Incentive & Savings Plan, Total assets ($B): 0.019041506 · Participants: 535Westminster Management Retirement Incentive & Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Westminster Management Retirement Incentive & Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Westminster Management Retirement Incentive & Savings Plan side-by-side with 3 peers →

Westminster Management Retirement Incentive & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 2014 Restated Jenike & Johanson, Inc. Thrift Plan in MA ($19M); by covered participants it is Madera Residential 401(k) Plan in TX (535 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (535 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 Westminster Management Retirement Incentive & Savings Plan assets move in 2023? ▼
Westminster Management Retirement Incentive & Savings Plan surged - up 36.9% during 2023, from $14M to $19M. Reported net income was $5M.
How have Westminster Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westminster Management, LLC's sponsor-wide assets grew 69.1%, from $14M to $24M.
Which 401(k) plans are similar in size to Westminster Management Retirement Incentive & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 2014 Restated Jenike & Johanson, Inc. Thrift Plan in MA ($19M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Westminster Management Retirement Incentive & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Madera Residential 401(k) Plan in TX (535 participants, $5M 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 223279633.

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.