401(k) · DOL Form 5500 · 2024

Westmount Realty Group LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
79
Participants Small participant base
46th
Percentile by assets National rank
$77,523
Avg per participant Below avg balance/head
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Official DOL plan name: Westmount Realty Group Employees' 401(k) Plan · Sponsored by Westmount Realty Group LLC · Texas · Real Estate

$6M in assets, 79 participants

Westmount Realty Group LLC's Westmount Realty Group Employees' 401(k) Plan reported $6M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,011 in Real Estate (4,605 peers)

Westmount Realty Group LLC multi-year trail

Westmount Realty Group LLC's plans moved +22.5% in assets from 2023 to 2024; this filing shows Westmount Realty Group Employees' 401(k) Plan at $6M / 79 participants.

#3,011
in Real Estate (4,605 peers)
+22.5%
assets growth YoY

Westmount Realty Group Employees' 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Westmount Realty Group Employees' 401(k) Plan vs every filed plan by assets

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

$6,124,344 46th percentile higher than 46% 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

Westmount Realty Group Employees' 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. Westmount Realty Group Employees' 401(k) Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westmount Realty Group Employees' 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Westmount Realty Group Employees' 401(k) Plan reported net income rose from $937K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Westmount Realty Group Employees' 401(k) Plan reported participants rose from 71 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 453808910 · Westmount Realty Group LLC PY 2024 · 401(k)

Westmount Realty Group Employees' 401(k) Plan · $6M · 79 · 46th

  • BOOK $6M
  • VS-ST 79
  • BOY 46th
  • SCH 401(k)
  • EBSA near Abc Home Medical Supply, Inc 401(k) Plan
  • PART ind #3011

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 Real Estate retirement plans → · Plans in Texas →

Westmount Realty Group Employees' 401(k) Plan in the asset neighbourhood

Westmount Realty Group Employees' 401(k) PlanWestmount Realty Group Emplo…$6MAbc Home Medical Supply, Inc 401(k) PlanAbc Home Medical Supply, Inc…$6MSafe-Harbor 403(b) Thrift Plan for Employees of Park Duvalle Community Health Center, Inc.Safe-Harbor 403(b) Thrift Pl…$6MSpruce Technology, Inc. 401(k) PlanSpruce Technology, Inc. 401(…$6MByington Steel Treating, Inc. 401(k) PlanByington Steel Treating, Inc…$6M
End-of-year total assets ($M) among Westmount Realty Group Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Westmount Realty Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Westmount Realty Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.534962719371084% vs 2023
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 20232024 $5M $6.12M ▲ +22.4%
Year Plans Participants Total Assets
2023 1 71 $5M
2024 1 79 $6M

Westmount Realty Group LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN453808910
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Westmount Realty Group Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Westmount Realty Group Employees' 401(k) Plan, Total assets ($B): 0.006124344 · Participants: 79Westmount Realty Group Employees' 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Westmount Realty Group Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Westmount Realty Group Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Abc Home Medical Supply, Inc 401(k) Plan in FL ($6M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Westmount Realty Group Employees' 401(k) Plan assets move in 2024?
Westmount Realty Group Employees' 401(k) Plan grew sharply - up 22.5% during 2024, from $5M to $6M. Reported net income was $1M.
How have Westmount Realty Group LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Westmount Realty Group LLC's sponsor-wide assets grew 22.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Westmount Realty Group Employees' 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Abc Home Medical Supply, Inc 401(k) Plan in FL ($6M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Westmount Realty Group Employees' 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Cvca 401(k)Plan in VA (79 participants, $17M in assets).