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
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
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.
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
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 952880878 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Mariner Wealth Advisors Pooled Employer Plan (FL) 149 · 0 off
- Bender Warehouse Co. 401(k) Plan (NV) 149 · 0 off
- Gateway Printing & Office Supply 401(k) P/S Plan (TX) 149 · 0 off
- Aleutian Pribilof Islands Association Inc. 401(k) Plan (AK) 149 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.