401(k) · DOL Form 5500 · 2024

West Herr Ford, Inc. 401(k) Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
2,800
Participants Above avg headcount
94th
Percentile by assets National rank
$63,123
Avg per participant Low balance/head
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Official DOL plan name: West Herr Employees' Retirement Plan · Sponsored by West Herr Ford, Inc. · New York · Retail Trade

$177M in assets, 2,800 participants

West Herr Ford, Inc.'s West Herr Employees' Retirement Plan reported $177M in total assets and 2,800 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,755 in Retail Trade (8,048 peers)

Coverage in New York

West Herr Employees' Retirement Plan covers 2,800 participants in New York, 3.5x the typical New York plan (state average ~798 per filing). Assets: $177M.

#7,755
in Retail Trade (8,048 peers)
+14.2%
assets growth YoY
1.8×
vs typical plan assets (national mean)

West Herr Employees' Retirement Plan's outsized position by total assets

West Herr Employees' Retirement Plan vs every filed plan by assets

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

$176,743,028 Top 6% higher than 94% 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

West Herr Employees' Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Herr Employees' Retirement Plan lands in the large band (2,800 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • West Herr Employees' Retirement Plan reported net income fell from $27M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • West Herr Employees' Retirement Plan reported participants rose from 2,421 in the plan year 2023 filing to 2,800 in the plan year 2024 filing.
  • West Herr Employees' Retirement Plan end-of-year assets rose from $155M in the plan year 2023 filing to $177M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 160738496 · West Herr Ford, Inc. PY 2024 · 401(k)

West Herr Employees' Retirement Plan · $177M · 2,800 · 94th

  • PART $177M
  • TYPE 2,800
  • NET 94th
  • BOOK 401(k)
  • VS-ST near Mitsui Sumitomo 401(k) Savings/Retirement Plan
  • BOY ind #7755

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 Retail Trade retirement plans → · Plans in New York →

West Herr Employees' Retirement Plan in the asset neighbourhood

Central Florida Investments, Inc. 401(k) Savings and Retirement PlanCentral Florida Investments,…$177MNew Century Energies, Inc. Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit EmployeesNew Century Energies, Inc. E…$177MWest Herr Employees' Retirement PlanWest Herr Employees' Retirem…$177MMitsui Sumitomo 401(k) Savings/Retirement PlanMitsui Sumitomo 401(k) Savin…$177MAnsell Retirement and Savings PlanAnsell Retirement and Saving…$177M
End-of-year total assets ($M) among West Herr Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$176M
Net Income$22M
Employer EIN160738496
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Herr Ford, Inc.)

Sponsor-wide plan assets over time

All West Herr Ford, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$177M 38.840242873724776% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $127M $177M ▲ +38.8%
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.

West Herr Employees' Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants West Herr Employees' Retirement Plan, Total assets ($B): 0.176743028 · Participants: 2800West Herr Employees' Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
West Herr Employees' Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare West Herr Employees' Retirement Plan side-by-side with 3 peers →

West Herr Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mitsui Sumitomo 401(k) Savings/Retirement Plan in NJ ($177M); by covered participants it is Ziegler Inc. Voluntary Retirement Savings Plan in MN (2,800 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,800 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 West Herr Employees' Retirement Plan assets move in 2024? ▼
West Herr Employees' Retirement Plan grew at a solid clip - up 14.2% during 2024, from $155M to $177M. Reported net income was $22M.
How have West Herr Ford, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Herr Ford, Inc.'s sponsor-wide assets grew 38.8%, from $127M to $177M.
Where does West Herr Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
West Herr Employees' Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to West Herr Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mitsui Sumitomo 401(k) Savings/Retirement Plan in NJ ($177M, 539 participants).
Which 401(k) plans cover a similar participant headcount to West Herr Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ziegler Inc. Voluntary Retirement Savings Plan in MN (2,800 participants, $387M 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 160738496.

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.