401(k)
2024 plan-year 401(k) DOL Form 5500

West Herr Employees' Retirement Plan

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

Sponsored by West Herr Ford, Inc. · New York · Retail Trade

What the 2023 filing shows

West Herr Employees' Retirement Plan holds $177M for 2,800 participants — about $63,123 per participant, up 14.2% over the 2024 plan year.

$177M
total plan assets (2024 EOY)
2,800
covered participants
$63,123
avg assets per participant
+14.2%
assets growth YoY
Total Assets (2023)
$177M
Participants
2,800
State
Industry
Retail Trade

What the Filing Says About West Herr Employees' Retirement Plan

West Herr Employees' Retirement Plan is a 401(k) retirement plan sponsored by West Herr Ford, Inc., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $177M in total end-of-year assets and covers 2,800 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 160738496, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $155M at the beginning of 2024 to $177M at year-end — a gain of 14.2%. Net assets (after liabilities) closed the year at $176M, with reported net income of $22M 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 2 prior plan-year filings 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)$155M
Total Assets (End of Year)$177M
Net Assets (End of Year)$176M
Net Income$22M
Plan Type401(k)
Employer EIN160738496
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Herr Ford, Inc.)

Year Plans Participants Total Assets
2022 1 2,064 $127M
2023 1 2,421 $155M
2024 1 2,800 $177M

Nearby 401(k) Plans in New York

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

Frequently Asked Questions

How much money is in the West Herr Employees' Retirement Plan?
As of the 2024 Form 5500 filing, West Herr Employees' Retirement Plan holds $177M in total assets with 2,800 participants. It is sponsored by West Herr Ford, Inc..
What type of plan is West Herr Employees' Retirement Plan?
West Herr Employees' Retirement Plan is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 160738496.
Who sponsors the West Herr Employees' Retirement Plan?
West Herr Employees' Retirement Plan is sponsored by West Herr Ford, Inc., located in New York. The sponsor's EIN is 160738496 and the plan operates in the Retail Trade industry.
How did West Herr Employees' Retirement Plan perform in 2024?
West Herr Employees' Retirement Plan grew by 14.2% during 2024, moving from $155M to $177M in total assets. Net income was $22M.
Where can I find official filings for West Herr Employees' Retirement Plan?
Official Form 5500 filings for West Herr Employees' Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 160738496 or plan name at efast.dol.gov.
How does West Herr Employees' Retirement Plan compare to other plans?
You can compare West Herr Employees' Retirement Plan against other 401(k) plans on the plan type page, or view plans in New York 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 160738496.

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.