401(k) · DOL Form 5500 · 2023

Westerly View Inc 401(k) Plan

Data updated 2026-08-25

$84K
Total assets Small plan by assets
4
Participants Small participant base
6th
Percentile by assets National rank
$20,988
Avg per participant Low balance/head
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Official DOL plan name: Westerly View Inc 401(k) Plan · Sponsored by Westerly View Inc · Washington · Other Services

$84K in assets, 4 participants

Westerly View Inc's Westerly View Inc 401(k) Plan reported $84K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #892 in Other Services (7,857 peers)

Westerly View Inc multi-year trail

Westerly View Inc's plans moved +12.9% in assets from 2022 to 2024; this filing shows Westerly View Inc 401(k) Plan at $84K / 4 participants.

#892
in Other Services (7,857 peers)
-46.3%
assets change YoY

The plan reported a net loss of $72K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westerly View Inc 401(k) Plan among the smaller filed plans by assets

Westerly View Inc 401(k) Plan vs every filed plan by assets

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

$83,953 6th percentile higher than 6% 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

Westerly View Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westerly View Inc 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westerly View Inc 401(k) Plan end-of-year assets fell from $156K in the plan year 2022 filing to $84K in the plan year 2023 filing.
  • Westerly View Inc 401(k) Plan reported net income rose from -$85K in the plan year 2022 filing to -$72K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 813193392 · Westerly View Inc PY 2023 · 401(k)

Westerly View Inc 401(k) Plan · $84K · 4 · 6th

  • PART $84K
  • TYPE 4
  • NET 6th
  • BOOK 401(k)
  • VS-ST near N&d Adventures, Inc. 401(k) Profit Sharing Plan
  • BOY ind #892

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 Other Services retirement plans → · Plans in Washington →

Westerly View Inc 401(k) Plan in the asset neighbourhood

Westerly View Inc 401(k) Plan$84KN&d Adventures, Inc. 401(k) Profit Sharing PlanN&d Adventures, Inc. 401(k) …$84KLfi of Alabama Retirement PlanLfi of Alabama Retirement Pl…$84KLgbell Corporation 401(k) Profit Sharing PlanLgbell Corporation 401(k) Pr…$84KL & M Marine Enterprises Inc. Retirement PlanL & M Marine Enterprises Inc…$84K
End-of-year total assets ($M) among Westerly View Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Westerly View Inc multi-year asset trail

Sponsor-wide plan assets over time

All Westerly View Inc plans reported in each filing year

Latest sponsor-wide plan assets
$177K 12.893184273268263% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.16M $0.18M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 4 $156K
2023 1 4 $84K
2024 1 5 $177K

Westerly View Inc filing trail (2023)

Total Assets (Beginning of Year)$156K
Net Assets (End of Year)$84K
Net Income-$72K
Employer EIN813193392
Plan Effective Date2016-07-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Westerly View Inc 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Westerly View Inc 401(k) Plan, Total assets ($B): 0.000083953 · Participants: 4Westerly View Inc 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Westerly View Inc 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Westerly View Inc 401(k) Plan side-by-side with 3 peers →

Westerly View Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is N&d Adventures, Inc. 401(k) Profit Sharing Plan in CO ($84K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Westerly View Inc 401(k) Plan assets move in 2023? ▼
Westerly View Inc 401(k) Plan contracted severely - down 46.3% during 2023, from $156K to $84K. Reported net income was -$72K.
How have Westerly View Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westerly View Inc's sponsor-wide assets grew 12.9%, from $156K to $177K.
Where does Westerly View Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Westerly View Inc 401(k) Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Westerly View Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is N&d Adventures, Inc. 401(k) Profit Sharing Plan in CO ($84K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Westerly View Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 813193392.

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.