Other
2023 plan-year Other DOL Form 5500

Westchester Modular Homes, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Westchester Modular Homes, Inc. · New York · Construction

What the 2023 filing shows

Westchester Modular Homes, Inc. Employee Stock Ownership Plan holds $92M for 145 participants — about $635,002 per participant, up 17.9% over the 2023 plan year.

$92M
total plan assets (2023 EOY)
145
covered participants
$635,002
avg assets per participant
+17.9%
assets growth YoY
Total Assets (2023)
$92M
Participants
145
State
Industry
Construction

What the Filing Says About Westchester Modular Homes, Inc. Employee Stock Ownership Plan

Westchester Modular Homes, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Westchester Modular Homes, Inc., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $92M in total end-of-year assets and covers 145 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 061162854, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $78M at the beginning of 2023 to $92M at year-end — a gain of 17.9%. Net assets (after liabilities) closed the year at $92M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$78M
Total Assets (End of Year)$92M
Net Assets (End of Year)$92M
Net Income$14M
Plan TypeOther
Employer EIN061162854
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westchester Modular Homes, Inc.)

Year Plans Participants Total Assets
2022 2 279 $92M
2023 2 286 $109M
2024 2 322 $125M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Westchester Modular Homes, Inc. Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Westchester Modular Homes, Inc. Employee Stock Ownership Plan holds $92M in total assets with 145 participants. It is sponsored by Westchester Modular Homes, Inc..
What type of plan is Westchester Modular Homes, Inc. Employee Stock Ownership Plan?
Westchester Modular Homes, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 061162854.
Who sponsors the Westchester Modular Homes, Inc. Employee Stock Ownership Plan?
Westchester Modular Homes, Inc. Employee Stock Ownership Plan is sponsored by Westchester Modular Homes, Inc., located in New York. The sponsor's EIN is 061162854 and the plan operates in the Construction industry.
How did Westchester Modular Homes, Inc. Employee Stock Ownership Plan perform in 2023?
Westchester Modular Homes, Inc. Employee Stock Ownership Plan grew by 17.9% during 2023, moving from $78M to $92M in total assets. Net income was $14M.
Where can I find official filings for Westchester Modular Homes, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Westchester Modular Homes, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 061162854 or plan name at efast.dol.gov.
How does Westchester Modular Homes, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Westchester Modular Homes, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 061162854.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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