401(k) · DOL Form 5500 · 2023

Westmont Industries LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
149
Participants Small participant base
71st
Percentile by assets National rank
$122,372
Avg per participant Near avg balance/head
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Official DOL plan name: Westmont Group Employees' 401(k) Plan · Sponsored by Westmont Industries LLC · California · Manufacturing

$18M in assets, 149 participants

Westmont Industries LLC's Westmont Group Employees' 401(k) Plan reported $18M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,290 in Manufacturing (18,722 peers)

Coverage in California

Westmont Group Employees' 401(k) Plan covers 149 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $18M.

#11,290
in Manufacturing (18,722 peers)
+19.3%
assets growth YoY

Westmont Group Employees' 401(k) Plan's outsized position by total assets

Westmont Group Employees' 401(k) Plan vs every filed plan by assets

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

$18,233,398 Top 29% higher than 71% 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

Westmont Group Employees' 401(k) 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. Westmont Group Employees' 401(k) Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westmont Group Employees' 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Westmont Group Employees' 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Westmont Group Employees' 401(k) Plan reported participants rose from 127 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952880878 · Westmont Industries LLC PY 2023 · 401(k)

Westmont Group Employees' 401(k) Plan · $18M · 149 · 71st

  • 5500 $18M
  • 5500 149
  • 5500 71st
  • 5500 401(k)
  • 5500 near Azzur Group, LLC 401(k) Plan
  • 5500 ind #11290

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 Manufacturing retirement plans → · Plans in California →

Westmont Group Employees' 401(k) Plan in the asset neighbourhood

Westmont Group Employees' 401(k) PlanWestmont Group Employees' 40…$18MAzzur Group, LLC 401(k) Plan$18MSignature Performance, Inc. 401(k) Profit Sharing PlanSignature Performance, Inc. …$18MNhk Seating of America, Inc. 401(k) Profit Sharing Plan and TNhk Seating of America, Inc.…$18MBelt Power, LLC 401(k) Plan$18M
End-of-year total assets ($M) among Westmont Group Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN952880878
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westmont Industries LLC)

Sponsor-wide plan assets over time

All Westmont Industries LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 40.10953824045951% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.3M $21.4M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 127 $15M
2023 1 149 $18M
2024 1 180 $21M

Nearby 401(k) Plans in California

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

Westmont Group Employees' 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Westmont Group Employees' 401(k) Plan, Total assets ($B): 0.018233398 · Participants: 149Westmont Group Employees' 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Westmont Group Employees' 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Westmont Group Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Azzur Group, LLC 401(k) Plan in PA ($18M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Westmont Group Employees' 401(k) Plan assets move in 2023?
Westmont Group Employees' 401(k) Plan grew sharply - up 19.3% during 2023, from $15M to $18M. Reported net income was $3M.
How have Westmont Industries LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Westmont Industries LLC's sponsor-wide assets grew 40.1%, from $15M to $21M.
Which 401(k) plans are similar in size to Westmont Group Employees' 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Azzur Group, LLC 401(k) Plan in PA ($18M, 476 participants).
Which 401(k) plans cover a similar participant headcount to Westmont Group Employees' 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M in assets).