401(k) · DOL Form 5500 · 2023

Reed Family Companies 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
548
Participants Below avg headcount
86th
Percentile by assets National rank
$97,992
Avg per participant Below avg balance/head
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Official DOL plan name: Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan · Sponsored by Reed Family Companies · California · Construction

$54M in assets, 548 participants

Reed Family Companies's Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan reported $54M in total assets and 548 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,592 in Construction (9,030 peers)

Where Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan sits by assets

Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan sits in the top quartile of all filed plans by assets, $54M for 548 participants (~$97,992/participant), up 19.3% in 2023.

#7,592
in Construction (9,030 peers)
+19.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan's outsized position by total assets

Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan vs every filed plan by assets

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

$53,699,752 Top 14% higher than 86% 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

Western Region Retirement Trust 401(k) and Regular Profit Sharing 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. Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan sits mid-pack in the medium band (548 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan end-of-year assets rose from $45M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan reported participants rose from 523 in the plan year 2022 filing to 548 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942208599 · Reed Family Companies PY 2023 · 401(k)

Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan · $54M · 548 · 86th

  • BOY $54M
  • BOY 548
  • BOY 86th
  • BOY 401(k)
  • BOY near Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees
  • BOY ind #7592

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 Construction retirement plans → · Plans in California →

Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan in the asset neighbourhood

Western Region Retirement Trust 401(k) and Regular Profit Sharing PlanWestern Region Retirement Tr…$54MHeaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried EmployeesHeaven Hill Distilleries, In…$54MCasto Management Services, Inc. Savings and Retirement PlanCasto Management Services, I…$54MTexas Pipe & Supply Company 401(k) PlanTexas Pipe & Supply Company …$54MBobby Rahal Automotive Group 401(k) PlanBobby Rahal Automotive Group…$54M
End-of-year total assets ($M) among Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$54M
Net Income$9M
Employer EIN942208599
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reed Family Companies)

Sponsor-wide plan assets over time

All Reed Family Companies plans reported in each filing year

Latest sponsor-wide plan assets
$60M 33.36170463944694% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45M $60.1M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 523 $45M
2023 1 548 $54M
2024 1 524 $60M

Nearby 401(k) Plans in California

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

Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan, Total assets ($B): 0.053699752 · Participants: 548Western Region Retirement Trust 401(k) and Regular Profit Sharing 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
Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan side-by-side with 3 peers →

Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees in KY ($54M); by covered participants it is Doctors of Physical Therapy 401(k) Plan in IL (548 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (548 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 Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan assets move in 2023? ▼
Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan grew sharply - up 19.3% during 2023, from $45M to $54M. Reported net income was $9M.
How have Reed Family Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reed Family Companies's sponsor-wide assets grew 33.4%, from $45M to $60M.
Where does Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan ranks in the 86th 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 Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees in KY ($54M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Doctors of Physical Therapy 401(k) Plan in IL (548 participants, $9M 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 942208599.

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.