401(k)
2023 plan-year 401(k) DOL Form 5500

Westminster Village West Lafayette Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Westminster Village West Lafayette Incorporated · Indiana · Healthcare & Social Assistance

What the 2023 filing shows

Westminster Village West Lafayette Inc. 401(k) Plan holds $4M for 208 participants — about $20,404 per participant, up 19.6% over the 2023 plan year.

$4M
total plan assets (2023 EOY)
208
covered participants
$20,404
avg assets per participant
+19.6%
assets growth YoY
Total Assets (2023)
$4M
Participants
208
State
Industry
Healthcare & Social Assistance

What the Filing Says About Westminster Village West Lafayette Inc. 401(k) Plan

Westminster Village West Lafayette Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Westminster Village West Lafayette Incorporated, headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 208 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 311002846, and the plan has been effective since 2015-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2023 to $4M at year-end — a gain of 19.6%. Net assets (after liabilities) closed the year at $4M, with reported net income of $694K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$694K
Plan Type401(k)
Employer EIN311002846
Plan Effective Date2015-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westminster Village West Lafayette Incorporated)

Year Plans Participants Total Assets
2022 1 192 $4M
2023 1 208 $4M

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Frequently Asked Questions

How much money is in the Westminster Village West Lafayette Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Westminster Village West Lafayette Inc. 401(k) Plan holds $4M in total assets with 208 participants. It is sponsored by Westminster Village West Lafayette Incorporated.
What type of plan is Westminster Village West Lafayette Inc. 401(k) Plan?
Westminster Village West Lafayette Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2015-08-01. The plan is filed with the U.S. Department of Labor under EIN 311002846.
Who sponsors the Westminster Village West Lafayette Inc. 401(k) Plan?
Westminster Village West Lafayette Inc. 401(k) Plan is sponsored by Westminster Village West Lafayette Incorporated, located in Indiana. The sponsor's EIN is 311002846 and the plan operates in the Healthcare & Social Assistance industry.
How did Westminster Village West Lafayette Inc. 401(k) Plan perform in 2023?
Westminster Village West Lafayette Inc. 401(k) Plan grew by 19.6% during 2023, moving from $4M to $4M in total assets. Net income was $694K.
Where can I find official filings for Westminster Village West Lafayette Inc. 401(k) Plan?
Official Form 5500 filings for Westminster Village West Lafayette Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311002846 or plan name at efast.dol.gov.
How does Westminster Village West Lafayette Inc. 401(k) Plan compare to other plans?
You can compare Westminster Village West Lafayette Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 311002846.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.