401(k) · DOL Form 5500 · 2023

West Rim Capital Advisors, L.P. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
36th
Percentile by assets National rank
$120,370
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: West Rim Capital 401(k) Plan · Sponsored by West Rim Capital Advisors, L.P. · Utah · Finance & Insurance

$3M in assets, 26 participants

West Rim Capital Advisors, L.P.'s West Rim Capital 401(k) Plan reported $3M in total assets and 26 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.

  • #2,235 in Finance & Insurance (8,869 peers)

West Rim Capital Advisors, L.P. multi-year trail

West Rim Capital Advisors, L.P.'s plans moved +23.8% in assets from 2022 to 2024; this filing shows West Rim Capital 401(k) Plan at $3M / 26 participants.

#2,235
in Finance & Insurance (8,869 peers)
+2.0%
assets growth YoY

West Rim Capital 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

West Rim Capital 401(k) Plan vs every filed plan by assets

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

$3,129,618 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

West Rim Capital 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Rim Capital 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Rim Capital 401(k) Plan reported net income rose from -$615K in the plan year 2022 filing to $60K in the plan year 2023 filing.
  • West Rim Capital 401(k) Plan reported participants fell from 27 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • West Rim Capital 401(k) 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 →

Form 5500 schedule snapshot

Filing strip 260759651 · West Rim Capital Advisors, L.P. PY 2023 · 401(k)

West Rim Capital 401(k) Plan · $3M · 26 · 36th

  • EOY $3M
  • 5500 26
  • ASSETS 36th
  • PCT 401(k)
  • EIN near Bush Truck Leasing Inc. 401(k) Profit Sharing Plan and Trust
  • RANK ind #2235

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 Utah →

West Rim Capital 401(k) Plan in the asset neighbourhood

West Rim Capital 401(k) Plan$3MBush Truck Leasing Inc. 401(k) Profit Sharing Plan and TrustBush Truck Leasing Inc. 401(…$3MCentury America 401(k) Plan and TrustCentury America 401(k) Plan …$3MHorton Capital Properties, LLC 401(k) PlanHorton Capital Properties, L…$3MThe Daily Planet 403(b) Plan$3M
End-of-year total assets ($M) among West Rim Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

West Rim Capital Advisors, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All West Rim Capital Advisors, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.797657718293532% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.07M $3.8M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 27 $3M
2023 1 26 $3M
2024 1 28 $4M

West Rim Capital Advisors, L.P. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$60K
Employer EIN260759651
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

West Rim Capital 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants West Rim Capital 401(k) Plan, Total assets ($B): 0.003129618 · Participants: 26West Rim Capital 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
West Rim Capital 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare West Rim Capital 401(k) Plan side-by-side with 3 peers →

West Rim Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Bush Truck Leasing Inc. 401(k) Profit Sharing Plan and Trust in OH ($3M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

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 Rim Capital 401(k) Plan assets move in 2023? ▼
West Rim Capital 401(k) Plan edged up modestly - up 2.0% during 2023, from $3M to $3M. Reported net income was $60K.
How have West Rim Capital Advisors, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Rim Capital Advisors, L.P.'s sponsor-wide assets grew 23.8%, from $3M to $4M.
Which 401(k) plans are similar in size to West Rim Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bush Truck Leasing Inc. 401(k) Profit Sharing Plan and Trust in OH ($3M, 458 participants).
Which 401(k) plans cover a similar participant headcount to West Rim Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 260759651.

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.