401(k) · DOL Form 5500 · 2023

Westmark Corporation 401(k) Plan

Data updated 2026-08-25

$850K
Total assets Small plan by assets
9
Participants Small participant base
22nd
Percentile by assets National rank
$94,409
Avg per participant Below avg balance/head
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Official DOL plan name: Westmark Corporation 401(k) Savings Retirement Plan · Sponsored by Westmark Corporation · Connecticut · Wholesale Trade

$850K in assets, 9 participants

Westmark Corporation's Westmark Corporation 401(k) Savings Retirement Plan reported $850K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #760 in Wholesale Trade (6,309 peers)

Westmark Corporation multi-year trail

Westmark Corporation's plans moved +27.1% in assets from 2022 to 2024; this filing shows Westmark Corporation 401(k) Savings Retirement Plan at $850K / 9 participants.

#760
in Wholesale Trade (6,309 peers)
+11.9%
assets growth YoY

Westmark Corporation 401(k) Savings Retirement Plan among the smaller filed plans by assets

Westmark Corporation 401(k) Savings Retirement Plan vs every filed plan by assets

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

$849,680 22nd percentile higher than 22% 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

Westmark Corporation 401(k) Savings Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westmark Corporation 401(k) Savings Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westmark Corporation 401(k) Savings Retirement Plan reported net income rose from $76K in the plan year 2022 filing to $91K in the plan year 2023 filing.
  • Westmark Corporation 401(k) Savings Retirement Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Westmark Corporation 401(k) Savings Retirement Plan end-of-year assets rose from $759K in the plan year 2022 filing to $850K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060956121 · Westmark Corporation PY 2023 · 401(k)

Westmark Corporation 401(k) Savings Retirement Plan · $850K · 9 · 22nd

  • ASSETS $850K
  • ASSETS 9
  • ASSETS 22nd
  • ASSETS 401(k)
  • ASSETS near Inspiration Pointe Investments, Inc. 401(k) Plan
  • ASSETS ind #760

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Westmark Corporation 401(k) Savings Retirement Plan in the asset neighbourhood

Westmark Corporation 401(k) Savings Retirement PlanWestmark Corporation 401(k) …$850KInspiration Pointe Investments, Inc. 401(k) PlanInspiration Pointe Investmen…$850KAmerica Asia Acuherb, Inc. 401(k)America Asia Acuherb, Inc. 4…$850KNick J. Perisin, Inc. Single KNick J. Perisin, Inc. Single…$849KKey Hr Retirement Savings PlanKey Hr Retirement Savings Pl…$849K
End-of-year total assets ($M) among Westmark Corporation 401(k) Savings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Westmark Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Westmark Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$964K 27.06187095099627% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M 202220232024 $0.76M $0.96M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 8 $759K
2023 1 9 $850K
2024 1 8 $964K

Westmark Corporation filing trail (2023)

Total Assets (Beginning of Year)$759K
Net Assets (End of Year)$850K
Net Income$91K
Employer EIN060956121
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Westmark Corporation 401(k) Savings Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Westmark Corporation 401(k) Savings Retirement Plan, Total assets ($B): 0.00084968 · Participants: 9Westmark Corporation 401(k) Savings Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Westmark Corporation 401(k) Savings Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Westmark Corporation 401(k) Savings Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Inspiration Pointe Investments, Inc. 401(k) Plan in FL ($850K); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($850K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Westmark Corporation 401(k) Savings Retirement Plan assets move in 2023? ▼
Westmark Corporation 401(k) Savings Retirement Plan grew at a solid clip - up 11.9% during 2023, from $759K to $850K. Reported net income was $91K.
How have Westmark Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westmark Corporation's sponsor-wide assets grew 27.1%, from $759K to $964K.
Where does Westmark Corporation 401(k) Savings Retirement Plan rank by assets among Form 5500 filers? ▼
Westmark Corporation 401(k) Savings Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Westmark Corporation 401(k) Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inspiration Pointe Investments, Inc. 401(k) Plan in FL ($850K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Westmark Corporation 401(k) Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 060956121.

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.