401(k) · DOL Form 5500 · 2023

Westcliff Management Group 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
487
Participants Below avg headcount
52nd
Percentile by assets National rank
$14,846
Avg per participant Low balance/head
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Official DOL plan name: Westcliff University 401(k) Plan · Sponsored by Westcliff Management Group · California · Educational Services

$7M in assets, 487 participants

Westcliff Management Group's Westcliff University 401(k) Plan reported $7M in total assets and 487 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,324 in Educational Services (3,735 peers)

Westcliff Management Group multi-year trail

Westcliff Management Group's plans moved +51.8% in assets from 2022 to 2024; this filing shows Westcliff University 401(k) Plan at $7M / 487 participants.

#1,324
in Educational Services (3,735 peers)
+26.2%
assets growth YoY

Westcliff University 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Westcliff University 401(k) Plan vs every filed plan by assets

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

$7,230,113 Top 48% higher than 52% 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

Westcliff University 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. Westcliff University 401(k) Plan sits mid-pack in the medium band (487 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westcliff University 401(k) Plan reported net income rose from -$475K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Westcliff University 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Westcliff University 401(k) Plan reported participants rose from 388 in the plan year 2022 filing to 487 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 460658370 · Westcliff Management Group PY 2023 · 401(k)

Westcliff University 401(k) Plan · $7M · 487 · 52nd

  • EBSA $7M
  • PART 487
  • TYPE 52nd
  • NET 401(k)
  • BOOK near Urology Associates of Danbury, P.C. Profit Sharing Plan
  • VS-ST ind #1324

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 Educational Services retirement plans → · Plans in California →

Westcliff University 401(k) Plan in the asset neighbourhood

Westcliff University 401(k) PlanWestcliff University 401(k) …$7MUrology Associates of Danbury, P.C. Profit Sharing PlanUrology Associates of Danbur…$7MTcc 401(k) Plan$7MPro Search, Inc. Employee Stock Ownership 401(k) PlanPro Search, Inc. Employee St…$7MNow Optics LLC 401(k) Plan$7M
End-of-year total assets ($M) among Westcliff University 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Westcliff Management Group multi-year asset trail

Sponsor-wide plan assets over time

All Westcliff Management Group plans reported in each filing year

Latest sponsor-wide plan assets
$9M 51.8127147646368% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.73M $8.7M ▲ +51.8%
Year Plans Participants Total Assets
2022 1 388 $6M
2023 1 487 $7M
2024 1 602 $9M

Westcliff Management Group filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN460658370
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Westcliff University 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Westcliff University 401(k) Plan, Total assets ($B): 0.007230113 · Participants: 487Westcliff University 401(k) 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
Westcliff University 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Westcliff University 401(k) Plan side-by-side with 3 peers →

Westcliff University 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Urology Associates of Danbury, P.C. Profit Sharing Plan in CT ($7M); by covered participants it is Bastion Technologies 401(k) Plan in TX (487 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (487 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 Westcliff University 401(k) Plan assets move in 2023? ▼
Westcliff University 401(k) Plan grew sharply - up 26.2% during 2023, from $6M to $7M. Reported net income was $2M.
How have Westcliff Management Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westcliff Management Group's sponsor-wide assets grew 51.8%, from $6M to $9M.
Which 401(k) plans are similar in size to Westcliff University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Urology Associates of Danbury, P.C. Profit Sharing Plan in CT ($7M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Westcliff University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bastion Technologies 401(k) Plan in TX (487 participants, $68M 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 460658370.

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.