401(k) · DOL Form 5500 · 2023

Weststar Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
287
Participants Below avg headcount
71st
Percentile by assets National rank
$62,257
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Weststar Mortgage Corporation 401(k) Savings Plan · Sponsored by Weststar Mortgage Corporation · New Mexico · Finance & Insurance

$18M in assets, 287 participants

Weststar Mortgage Corporation's Weststar Mortgage Corporation 401(k) Savings Plan reported $18M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,013 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Weststar Mortgage Corporation 401(k) Savings Plan holds $18M for 287 participants - about $62,257 per participant, above the median plan by assets.

#5,013
in Finance & Insurance (8,869 peers)
-5.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weststar Mortgage Corporation 401(k) Savings Plan's outsized position by total assets

Weststar Mortgage Corporation 401(k) Savings Plan vs every filed plan by assets

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

$17,867,864 Top 29% higher than 71% 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

Weststar Mortgage Corporation 401(k) Savings 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. Weststar Mortgage Corporation 401(k) Savings Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weststar Mortgage Corporation 401(k) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Weststar Mortgage Corporation 401(k) Savings Plan reported participants fell from 326 in the plan year 2022 filing to 287 in the plan year 2023 filing.
  • Weststar Mortgage Corporation 401(k) Savings Plan end-of-year assets fell from $19M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850308543 · Weststar Mortgage Corporation PY 2023 · 401(k)

Weststar Mortgage Corporation 401(k) Savings Plan · $18M · 287 · 71st

  • PART $18M
  • TYPE 287
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Patterson Pope, Inc. 401(k) Profit Sharing Plan
  • BOY ind #5013

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 New Mexico →

Weststar Mortgage Corporation 401(k) Savings Plan in the asset neighbourhood

Weststar Mortgage Corporation 401(k) Savings PlanWeststar Mortgage Corporatio…$18MPatterson Pope, Inc. 401(k) Profit Sharing PlanPatterson Pope, Inc. 401(k) …$18MThe American Legion Employees Salary Savings PlanThe American Legion Employee…$18MUmgc Ventures, Inc. 401(k) PlanUmgc Ventures, Inc. 401(k) P…$18MRhode Island Novelty 401(k) Profit Sharing Plan & TrustRhode Island Novelty 401(k) …$18M
End-of-year total assets ($M) among Weststar Mortgage Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$1M
Employer EIN850308543
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weststar Mortgage Corporation)

Sponsor-wide plan assets over time

All Weststar Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$17M 8.689351978922524% vs 2022
2024 filing year
$17M$17.5M$18M$18.5M$19M$19.5M 202220232024 $19M $17.3M ▼ -8.6%
Year Plans Participants Total Assets
2022 1 326 $19M
2023 1 287 $18M
2024 1 188 $17M

Nearby 401(k) Plans in New Mexico

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

Weststar Mortgage Corporation 401(k) Savings Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Weststar Mortgage Corporation 401(k) Savings Plan, Total assets ($B): 0.017867864 · Participants: 287Weststar Mortgage Corporation 401(k) Savings PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Weststar Mortgage Corporation 401(k) Savings Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Weststar Mortgage Corporation 401(k) Savings Plan side-by-side with 3 peers →

Weststar Mortgage Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Patterson Pope, Inc. 401(k) Profit Sharing Plan in NC ($18M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Weststar Mortgage Corporation 401(k) Savings Plan assets move in 2023? ▼
Weststar Mortgage Corporation 401(k) Savings Plan pulled back noticeably - down 5.8% during 2023, from $19M to $18M. Reported net income was -$1M.
How have Weststar Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weststar Mortgage Corporation's sponsor-wide assets declined 8.7%, from $19M to $17M.
Which 401(k) plans are similar in size to Weststar Mortgage Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patterson Pope, Inc. 401(k) Profit Sharing Plan in NC ($18M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Weststar Mortgage Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 850308543.

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.