Defined Benefit (Pension) · DOL Form 5500 · 2023

Westcorp Capital, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Westcorp Capital, Inc. Retirement Plan · Sponsored by Westcorp Capital, Inc. · California · Finance & Insurance

$3M in assets, 2 participants

Westcorp Capital, Inc.'s Westcorp Capital, Inc. Retirement Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,202 in Finance & Insurance (8,869 peers)

Westcorp Capital, Inc. multi-year trail

Westcorp Capital, Inc.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Westcorp Capital, Inc. Retirement Plan at $3M / 2 participants.

#2,202
in Finance & Insurance (8,869 peers)
+5.7%
assets growth YoY

Westcorp Capital, Inc. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Westcorp Capital, Inc. Retirement Plan vs every filed plan by assets

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

$3,028,394 36th percentile higher than 36% 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

Westcorp Capital, Inc. Retirement 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. Westcorp Capital, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westcorp Capital, Inc. Retirement Plan reported net income fell from $338K in the plan year 2022 filing to $166K in the plan year 2023 filing.
  • Westcorp Capital, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061764190 · Westcorp Capital, Inc. PY 2023 · Defined Benefit (Pension)

Westcorp Capital, Inc. Retirement Plan · $3M · 2 · 36th

  • RANK $3M
  • PHOTO 2
  • IND 36th
  • EOY Defined Benefit (Pension)
  • 5500 near Mendez & Co., Inc. Employees' Retirement Plan
  • ASSETS ind #2202

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 Finance & Insurance retirement plans → · Plans in California →

Westcorp Capital, Inc. Retirement Plan in the asset neighbourhood

Gornto & Associates, Inc. Defined Benefit PlanGornto & Associates, Inc. De…$3MFolger Shakespeare Library Staff Retirement PlanFolger Shakespeare Library S…$3MWestcorp Capital, Inc. Retirement PlanWestcorp Capital, Inc. Retir…$3MMendez & Co., Inc. Employees' Retirement PlanMendez & Co., Inc. Employees…$3MHendricks Interests, LLC Employees Pension Plan and TrustHendricks Interests, LLC Emp…$3M
End-of-year total assets ($M) among Westcorp Capital, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Westcorp Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westcorp Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.915725941266345% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.87M $4.21M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 2 4 $4M
2024 2 2 $4M

Westcorp Capital, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$166K
Employer EIN061764190
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Westcorp Capital, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Westcorp Capital, Inc. Retirement Plan, Total assets ($B): 0.003028394 · Participants: 2Westcorp Capital, Inc. Retirement 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
Westcorp Capital, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Westcorp Capital, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Mendez & Co., Inc. Employees' Retirement Plan in PR ($3M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Westcorp Capital, Inc. Retirement Plan assets move in 2023? ▼
Westcorp Capital, Inc. Retirement Plan grew at a solid clip - up 5.7% during 2023, from $3M to $3M. Reported net income was $166K.
How have Westcorp Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westcorp Capital, Inc.'s sponsor-wide assets grew 46.9%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Westcorp Capital, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mendez & Co., Inc. Employees' Retirement Plan in PR ($3M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Westcorp Capital, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 061764190.

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.