401(k) · DOL Form 5500 · 2023

Westminster Company 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
166
Participants Small participant base
56th
Percentile by assets National rank
$54,429
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westminster Company Retirement Savings Plan · Sponsored by Westminster Company · North Carolina · Real Estate

$9M in assets, 166 participants

Westminster Company's Westminster Company Retirement Savings Plan reported $9M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,509 in Real Estate (4,727 peers)

Coverage in North Carolina

Westminster Company Retirement Savings Plan covers 166 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#3,509
in Real Estate (4,727 peers)
+0.5%
assets growth YoY

Westminster Company Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Westminster Company Retirement Savings Plan vs every filed plan by assets

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

$9,035,239 Top 44% higher than 56% 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 Company Retirement 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 Company Retirement Savings Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westminster Company Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $48K in the plan year 2023 filing.
  • Westminster Company Retirement Savings Plan reported participants rose from 160 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560086520 · Westminster Company PY 2023 · 401(k)

Westminster Company Retirement Savings Plan · $9M · 166 · 56th

  • BOOK $9M
  • BOOK 166
  • BOOK 56th
  • BOOK 401(k)
  • BOOK near Bertrand, Fox & Elliot 401(k) Profit Sharing Plan
  • BOOK ind #3509

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 North Carolina →

Westminster Company Retirement Savings Plan in the asset neighbourhood

Westminster Company Retirement Savings PlanWestminster Company Retireme…$9MBertrand, Fox & Elliot 401(k) Profit Sharing PlanBertrand, Fox & Elliot 401(k…$9MGrand Openings, Inc. Employees 401(k) Profit Sharing PlanGrand Openings, Inc. Employe…$9MMicrobest, Inc. 401(k) Profit Sharing PlanMicrobest, Inc. 401(k) Profi…$9MPrairie Knights Casino 401(k) PlanPrairie Knights Casino 401(k…$9M
End-of-year total assets ($M) among Westminster Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$48K
Employer EIN560086520
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westminster Company)

Sponsor-wide plan assets over time

All Westminster Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 15.62873324743028% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 202220232024 $8.99M $10.4M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 160 $9M
2023 1 166 $9M
2024 1 158 $10M

Nearby 401(k) Plans in North Carolina

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

Westminster Company Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Westminster Company Retirement Savings Plan, Total assets ($B): 0.009035239 · Participants: 166Westminster Company Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Westminster Company Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Westminster Company Retirement Savings Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Bertrand, Fox & Elliot 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Company Retirement Savings Plan assets move in 2023? ▼
Westminster Company Retirement Savings Plan held essentially flat - up 0.5% during 2023, from $9M to $9M. Reported net income was $48K.
How have Westminster Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westminster Company's sponsor-wide assets grew 15.6%, from $9M to $10M.
Which 401(k) plans are similar in size to Westminster Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bertrand, Fox & Elliot 401(k) Profit Sharing Plan in CA ($9M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Westminster Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 560086520.

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.