401(k) · DOL Form 5500 · 2024
Westport Capital Partners LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $295,744
- Avg per participant High balance/head
Official DOL plan name: Westport Capital Partners LLC Retirement Plan · Sponsored by Westport Capital Partners LLC · Connecticut · Finance & Insurance
$10M in assets, 35 participants
Westport Capital Partners LLC's Westport Capital Partners LLC Retirement Plan reported $10M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #3,448 in Finance & Insurance (8,549 peers)
Westport Capital Partners LLC multi-year trail
Westport Capital Partners LLC's plans moved +40.5% in assets from 2022 to 2024; this filing shows Westport Capital Partners LLC Retirement Plan at $10M / 35 participants.
- #3,448
- in Finance & Insurance (8,549 peers)
- +16.9%
- assets growth YoY
Westport Capital Partners LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Westport Capital Partners LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,351,029 Top 44% higher than 56% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Westport Capital Partners LLC Retirement 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. Westport Capital Partners LLC Retirement Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Westport Capital Partners LLC Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 203834766 · Westport Capital Partners LLC PY 2024 · 401(k)
Westport Capital Partners LLC Retirement Plan · $10M · 35 · 56th
- EOY $10M
- 5500 35
- ASSETS 56th
- PCT 401(k)
- EIN near Cg Infinity, Inc 401(k) Plan
- RANK ind #3448
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 Connecticut →
Westport Capital Partners LLC Retirement Plan in the asset neighbourhood
Westport Capital Partners LLC multi-year asset trail
Sponsor-wide plan assets over time
All Westport Capital Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 40.5244421021507% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $7M |
| 2023 | 1 | 35 | $9M |
| 2024 | 1 | 35 | $10M |
Westport Capital Partners LLC filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 203834766 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Westport Capital Partners LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Cg Infinity, Inc 401(k) Plan in TX ($10M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Cg Infinity, Inc 401(k) Plan (TX) $10M · 128
- Kerecis, LLC 401(k) Plan (VA) $10M · 416
- Rubio's Restaurant Group, LLC 401 (K) Plan (CA) $10M · 1,083
- Owens Valley Career Development Center Retirement Savings Plan (CA) $10M · 143
Similar participant headcount
Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.
- Little - Morris, LLP Profit Sharing Plan (ID) 35 · 0 off
- Idaho Arthritis Center 401(k) Plan (ID) 35 · 0 off
- Dynamic Research, Inc. Retirement Plan (CA) 35 · 0 off
- Coact, Inc. 401(k) Plan (MD) 35 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.