401(k) · DOL Form 5500 · 2023

Westwood Holdings Group, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
168
Participants Small participant base
85th
Percentile by assets National rank
$286,840
Avg per participant High balance/head
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Official DOL plan name: Westwood Holdings Group, Inc. Savings Plan · Sponsored by Westwood Holdings Group, Inc. · Texas · Finance & Insurance

$48M in assets, 168 participants

Westwood Holdings Group, Inc.'s Westwood Holdings Group, Inc. Savings Plan reported $48M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,846 in Finance & Insurance (8,869 peers)

Coverage in Texas

Westwood Holdings Group, Inc. Savings Plan covers 168 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $48M.

#6,846
in Finance & Insurance (8,869 peers)
+6.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Westwood Holdings Group, Inc. Savings Plan's outsized position by total assets

Westwood Holdings Group, Inc. Savings Plan vs every filed plan by assets

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

$48,189,053 Top 15% higher than 85% 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

Westwood Holdings Group, Inc. 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. Westwood Holdings Group, Inc. Savings Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westwood Holdings Group, Inc. Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Westwood Holdings Group, Inc. Savings Plan reported participants rose from 137 in the plan year 2022 filing to 168 in the plan year 2023 filing.
  • Westwood Holdings Group, Inc. Savings Plan end-of-year assets rose from $45M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752969997 · Westwood Holdings Group, Inc. PY 2023 · 401(k)

Westwood Holdings Group, Inc. Savings Plan · $48M · 168 · 85th

  • EBSA $48M
  • EBSA 168
  • EBSA 85th
  • EBSA 401(k)
  • EBSA near Dominion Energy West Virginia Union Savings Plan
  • EBSA ind #6846

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 Texas →

Westwood Holdings Group, Inc. Savings Plan in the asset neighbourhood

The Tile Shop 401(k) Retirement PlanThe Tile Shop 401(k) Retirem…$48MWestwood Holdings Group, Inc. Savings PlanWestwood Holdings Group, Inc…$48MDominion Energy West Virginia Union Savings PlanDominion Energy West Virgini…$48MThe Horton Group, Inc. Retirement Savings PlanThe Horton Group, Inc. Retir…$48MW.D. Larson Companies Ltd, Inc. 401(k) Retirement PlanW.D. Larson Companies Ltd, I…$48M
End-of-year total assets ($M) among Westwood Holdings Group, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$48M
Net Income$3M
Employer EIN752969997
Plan Effective Date2002-05-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Westwood Holdings Group, Inc.)

Sponsor-wide plan assets over time

All Westwood Holdings Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 13.679680524582446% vs 2022
2024 filing year
$44M$46M$48M$50M$52M$54M 202220232024 $45.4M $51.6M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 137 $45M
2023 1 168 $48M
2024 1 151 $52M

Nearby 401(k) Plans in Texas

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

Westwood Holdings Group, Inc. Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Westwood Holdings Group, Inc. Savings Plan, Total assets ($B): 0.048189053 · Participants: 168Westwood Holdings Group, Inc. Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Westwood Holdings Group, Inc. Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Westwood Holdings Group, Inc. Savings Plan side-by-side with 3 peers →

Westwood Holdings Group, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dominion Energy West Virginia Union Savings Plan in VA ($48M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Westwood Holdings Group, Inc. Savings Plan assets move in 2023? ▼
Westwood Holdings Group, Inc. Savings Plan grew at a solid clip - up 6.1% during 2023, from $45M to $48M. Reported net income was $3M.
How have Westwood Holdings Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westwood Holdings Group, Inc.'s sponsor-wide assets grew 13.7%, from $45M to $52M.
Where does Westwood Holdings Group, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Westwood Holdings Group, Inc. Savings Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Westwood Holdings Group, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dominion Energy West Virginia Union Savings Plan in VA ($48M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Westwood Holdings Group, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 752969997.

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.