Profit Sharing · DOL Form 5500 · 2023
Westminster Village, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 189
- Participants Below avg headcount
- 39th
- Percentile by assets National rank
- $19,267
- Avg per participant Low balance/head
Official DOL plan name: Westminster Village, Inc. 403(b) Plan · Sponsored by Westminster Village, Inc. · Arizona · Other Services
$4M in assets, 189 participants
Westminster Village, Inc.'s Westminster Village, Inc. 403(b) Plan reported $4M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #4,862 in Other Services (7,857 peers)
Coverage in Arizona
Westminster Village, Inc. 403(b) Plan covers 189 participants in Arizona, about 34% of the average Arizona filer (state average ~564 per filing). Assets: $4M.
- #4,862
- in Other Services (7,857 peers)
- +25.9%
- assets growth YoY
Westminster Village, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers
Westminster Village, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,641,412 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Westminster Village, Inc. 403(b) 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. Westminster Village, Inc. 403(b) Plan sits mid-pack in the medium band (189 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westminster Village, Inc. 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $750K in the plan year 2023 filing.
- Westminster Village, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Westminster Village, Inc. 403(b) Plan reported participants fell from 191 in the plan year 2022 filing to 189 in the plan year 2023 filing.
DOL schedule card
Filing strip 860424020 · Westminster Village, Inc. PY 2023 · Profit Sharing
Westminster Village, Inc. 403(b) Plan · $4M · 189 · 39th
- SCH $4M
- SCH 189
- SCH 39th
- SCH Profit Sharing
- SCH near John G. Bush, D.O., Ltd. Profit Sharing Plan
- SCH ind #4862
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 Arizona →
Westminster Village, Inc. 403(b) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $750K |
| Employer EIN | 860424020 |
| Plan Effective Date | 1996-08-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westminster Village, Inc.)
Sponsor-wide plan assets over time
All Westminster Village, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 32.76456377658467% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 191 | $3M |
| 2023 | 1 | 189 | $4M |
| 2024 | 1 | 262 | $4M |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
- Marana Health Center, Inc. 403b Plan $28M · 725
- Center for Biological Diversity 403(b) DC Plan $26M · 180
Westminster Village, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is John G. Bush, D.O., Ltd. Profit Sharing Plan in IL ($4M); by covered participants it is Magee General Hospital 403(b) Plan in MS (189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.
- Magee General Hospital 403(b) Plan (MS) 189 · 0 off
- Horne LLP Puerto Rico Employees Profit Sharing Plan (MS) 189 · 0 off
- Adventure Wv, LLC Profit Sharing Plan (WV) 189 · 0 off
- Bfair 403(b) Plan (MA) 189 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.