Other · DOL Form 5500 · 2023
Westmont College Retirement Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 416
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $183,508
- Avg per participant Above avg balance/head
Official DOL plan name: Westmont College Defined Contribution Retirement Plan · Sponsored by Westmont College · California · Educational Services
$76M in assets, 416 participants
Westmont College's Westmont College Defined Contribution Retirement Plan reported $76M in total assets and 416 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #3,017 in Educational Services (3,735 peers)
Where Westmont College Defined Contribution Retirement Plan sits by assets
Westmont College Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $76M for 416 participants (~$183,508/participant), up 8.3% in 2023.
- #3,017
- in Educational Services (3,735 peers)
- +8.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Westmont College Defined Contribution Retirement Plan's outsized position by total assets
Westmont College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,339,469 Top 11% higher than 89% 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
Westmont College Defined Contribution Retirement 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. Westmont College Defined Contribution Retirement Plan sits mid-pack in the medium band (416 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westmont College Defined Contribution Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Westmont College Defined Contribution Retirement Plan reported participants rose from 372 in the plan year 2022 filing to 416 in the plan year 2023 filing.
- Westmont College Defined Contribution Retirement Plan end-of-year assets rose from $70M in the plan year 2022 filing to $76M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 951684793 · Westmont College PY 2023 · Other
Westmont College Defined Contribution Retirement Plan · $76M · 416 · 89th
- EBSA $76M
- PART 416
- TYPE 89th
- NET Other
- BOOK near Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan
- VS-ST ind #3017
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 →
Westmont College Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $6M |
| Employer EIN | 951684793 |
| Plan Effective Date | 1958-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westmont College)
Sponsor-wide plan assets over time
All Westmont College plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 20.757147722631203% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 372 | $70M |
| 2023 | 1 | 416 | $76M |
| 2024 | 1 | 406 | $85M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Westmont College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan in MD ($76M); by covered participants it is Nupath, Inc. 403(b) Retirement Plan in MA (416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan (MD) $76M · 194
- United States Olympic and Paralympic Committee 403(b) Retirement Investment Plan (CO) $76M · 455
- Candid Defined Contribution Retirement Plan (NY) $76M · 328
- Seattle Pacific University Employee Savings Plan - 403(b) (WA) $76M · 1,122
Similar participant headcount
Nearest other-state filings by covered participants (416 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.