401(k) · DOL Form 5500 · 2024

Westex Group Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
19
Participants Small participant base
24th
Percentile by assets National rank
$58,258
Avg per participant Low balance/head
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Official DOL plan name: Westex Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Westex Group Inc · Maryland · Wholesale Trade

$1M in assets, 19 participants

Westex Group Inc's Westex Group Inc 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #816 in Wholesale Trade (6,080 peers)

Westex Group Inc multi-year trail

Westex Group Inc's plans moved +32.1% in assets from 2022 to 2024; this filing shows Westex Group Inc 401(k) Profit Sharing Plan & Trust at $1M / 19 participants.

#816
in Wholesale Trade (6,080 peers)
+18.1%
assets growth YoY

Westex Group Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Westex Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,106,898 24th percentile higher than 24% 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

Westex Group Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westex Group Inc 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westex Group Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $100K in the plan year 2023 filing to $169K in the plan year 2024 filing.
  • Westex Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $938K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Westex Group Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 17 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521312303 · Westex Group Inc PY 2024 · 401(k)

Westex Group Inc 401(k) Profit Sharing Plan & Trust · $1M · 19 · 24th

  • PCT $1M
  • EIN 19
  • RANK 24th
  • PHOTO 401(k)
  • IND near Downs Food Group Collective Bargaining Plan
  • EOY ind #816

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 Maryland →

Westex Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Westex Group Inc 401(k) Profit Sharing Plan & TrustWestex Group Inc 401(k) Prof…$1MDowns Food Group Collective Bargaining PlanDowns Food Group Collective …$1MLemone Enterprises Retirement PlanLemone Enterprises Retiremen…$1MIndigo Technology Group Inc 401(k) Profit Sharing Plan & TrustIndigo Technology Group Inc …$1MKittredge Mortgage Corporation Profit Sharing Retirement PlanKittredge Mortgage Corporati…$1M
End-of-year total assets ($M) among Westex Group Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Westex Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All Westex Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 32.10588062590779% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.84M $1.11M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 19 $838K
2023 1 17 $938K
2024 1 19 $1M

Westex Group Inc filing trail (2024)

Total Assets (Beginning of Year)$938K
Net Assets (End of Year)$1M
Net Income$169K
Employer EIN521312303
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Westex Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Westex Group Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001106898 · Participants: 19Westex Group Inc 401(k) Profit Sharing Plan & TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Westex Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Westex Group Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Westex Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Downs Food Group Collective Bargaining Plan in MN ($1M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Westex Group Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Westex Group Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 18.1% during 2024, from $938K to $1M. Reported net income was $169K.
How have Westex Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westex Group Inc's sponsor-wide assets grew 32.1%, from $838K to $1M.
Where does Westex Group Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Westex Group Inc 401(k) Profit Sharing Plan & Trust ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Westex Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Downs Food Group Collective Bargaining Plan in MN ($1M, 610 participants).
Which 401(k) plans cover a similar participant headcount to Westex Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 521312303.

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.