401(k) · DOL Form 5500 · 2024

Westan Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
46
Participants Small participant base
44th
Percentile by assets National rank
$119,744
Avg per participant Near avg balance/head
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Official DOL plan name: Westan Insurance Group 401(k) Plan · Sponsored by Westan Insurance Group, Inc. · Tennessee · Finance & Insurance

$6M in assets, 46 participants

Westan Insurance Group, Inc.'s Westan Insurance Group 401(k) Plan reported $6M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,529 in Finance & Insurance (8,549 peers)

Westan Insurance Group, Inc. multi-year trail

Westan Insurance Group, Inc.'s plans moved +47.7% in assets from 2022 to 2024; this filing shows Westan Insurance Group 401(k) Plan at $6M / 46 participants.

#2,529
in Finance & Insurance (8,549 peers)
+25.0%
assets growth YoY

Westan Insurance Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Westan Insurance Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,508,223 44th percentile higher than 44% of 123,620 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 2024

Westan Insurance Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westan Insurance Group 401(k) Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westan Insurance Group 401(k) Plan reported net income rose from $677K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Westan Insurance Group 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Westan Insurance Group 401(k) Plan reported participants rose from 44 in the plan year 2023 filing to 46 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 620701276 · Westan Insurance Group, Inc. PY 2024 · 401(k)

Westan Insurance Group 401(k) Plan · $6M · 46 · 44th

  • VS-ST $6M
  • BOY 46
  • SCH 44th
  • EBSA 401(k)
  • PART near Lounsbury & Associates, Inc. 401(k) Plan
  • TYPE ind #2529

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 Tennessee →

Westan Insurance Group 401(k) Plan in the asset neighbourhood

Westan Insurance Group 401(k) PlanWestan Insurance Group 401(k…$6MLounsbury & Associates, Inc. 401(k) PlanLounsbury & Associates, Inc.…$6MEnergized Electric, Inc. 401(k) Profit Sharing PlanEnergized Electric, Inc. 401…$6MThe Cleveland-Cliffs Steel Corporation Thrift Plan BThe Cleveland-Cliffs Steel C…$6MFinch Therapeutics Group, Inc 401(k) PlanFinch Therapeutics Group, In…$6M
End-of-year total assets ($M) among Westan Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Westan Insurance Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westan Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 47.684387539460005% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.73M $5.51M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 46 $4M
2023 1 44 $4M
2024 1 46 $6M

Westan Insurance Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN620701276
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Westan Insurance Group 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Westan Insurance Group 401(k) Plan, Total assets ($B): 0.005508223 · Participants: 46Westan Insurance Group 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Westan Insurance Group 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Westan Insurance Group 401(k) Plan side-by-side with 3 peers →

Westan Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Lounsbury & Associates, Inc. 401(k) Plan in AK ($6M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westan Insurance Group 401(k) Plan assets move in 2024? ▼
Westan Insurance Group 401(k) Plan grew sharply - up 25.0% during 2024, from $4M to $6M. Reported net income was $1M.
How have Westan Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westan Insurance Group, Inc.'s sponsor-wide assets grew 47.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Westan Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lounsbury & Associates, Inc. 401(k) Plan in AK ($6M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Westan Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (46 participants, $391K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620701276.

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.