401(k) · DOL Form 5500 · 2023

Westview Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
15
Participants Small participant base
45th
Percentile by assets National rank
$350,337
Avg per participant High balance/head
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Official DOL plan name: Westview Capital Management LLC 401(k) Plan · Sponsored by Westview Capital Management LLC · Massachusetts · Finance & Insurance

$5M in assets, 15 participants

Westview Capital Management LLC's Westview Capital Management LLC 401(k) Plan reported $5M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,856 in Finance & Insurance (8,869 peers)

Westview Capital Management LLC multi-year trail

Westview Capital Management LLC's plans moved +71.5% in assets from 2022 to 2024; this filing shows Westview Capital Management LLC 401(k) Plan at $5M / 15 participants.

#2,856
in Finance & Insurance (8,869 peers)
+35.0%
assets growth YoY

Westview Capital Management LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Westview Capital Management LLC 401(k) Plan vs every filed plan by assets

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

$5,255,048 45th percentile higher than 45% 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

Westview Capital Management LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westview Capital Management LLC 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westview Capital Management LLC 401(k) Plan reported net income rose from -$696K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Westview Capital Management LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Westview Capital Management LLC 401(k) Plan reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201507891 · Westview Capital Management LLC PY 2023 · 401(k)

Westview Capital Management LLC 401(k) Plan · $5M · 15 · 45th

  • PART $5M
  • PART 15
  • PART 45th
  • PART 401(k)
  • PART near Buhl Electric Company, Inc. 401(k) Plan
  • PART ind #2856

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 Massachusetts →

Westview Capital Management LLC 401(k) Plan in the asset neighbourhood

Westview Capital Management LLC 401(k) PlanWestview Capital Management …$5MBuhl Electric Company, Inc. 401(k) PlanBuhl Electric Company, Inc. …$5MR. Thomas Navratil Dds Sc Profit Sharing Plan & TrustR. Thomas Navratil Dds Sc Pr…$5MCalcium Products Inc. Retirement Savings PlanCalcium Products Inc. Retire…$5MShoreline Fruit, LLC 401(k) PlanShoreline Fruit, LLC 401(k) …$5M
End-of-year total assets ($M) among Westview Capital Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Westview Capital Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Westview Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 71.46103015905035% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.89M $6.67M ▲ +71.5%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 15 $5M
2024 1 16 $7M

Westview Capital Management LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN201507891
Plan Effective Date2006-12-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Westview Capital Management LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Westview Capital Management LLC 401(k) Plan, Total assets ($B): 0.005255048 · Participants: 15Westview Capital Management LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Westview Capital Management LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Westview Capital Management LLC 401(k) Plan side-by-side with 3 peers →

Westview Capital Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Buhl Electric Company, Inc. 401(k) Plan in VA ($5M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Westview Capital Management LLC 401(k) Plan assets move in 2023? ▼
Westview Capital Management LLC 401(k) Plan surged - up 35.0% during 2023, from $4M to $5M. Reported net income was $1M.
How have Westview Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westview Capital Management LLC's sponsor-wide assets grew 71.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Westview Capital Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buhl Electric Company, Inc. 401(k) Plan in VA ($5M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Westview Capital Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 201507891.

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.