401(k) · DOL Form 5500 · 2024

Western Holding Group, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
290
Participants Below avg headcount
84th
Percentile by assets National rank
$165,715
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Holding Group, Inc. Profit Sharing & 401(k) Plan · Sponsored by Western Holding Group, Inc. · Missouri · Construction

$48M in assets, 290 participants

Western Holding Group, Inc.'s Western Holding Group, Inc. Profit Sharing & 401(k) Plan reported $48M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,415 in Construction (9,039 peers)

Coverage in Missouri

Western Holding Group, Inc. Profit Sharing & 401(k) Plan covers 290 participants in Missouri, about 39% of the average Missouri filer (state average ~737 per filing). Assets: $48M.

#7,415
in Construction (9,039 peers)
+18.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Western Holding Group, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Western Holding Group, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$48,057,403 Top 16% higher than 84% 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

Western Holding Group, Inc. Profit Sharing & 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Holding Group, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Holding Group, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Western Holding Group, Inc. Profit Sharing & 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 475472672 · Western Holding Group, Inc. PY 2024 · 401(k)

Western Holding Group, Inc. Profit Sharing & 401(k) Plan · $48M · 290 · 84th

  • NET $48M
  • NET 290
  • NET 84th
  • NET 401(k)
  • NET near Chicago Bulls 401(k) Savings Plan Trust
  • NET ind #7415

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 Construction retirement plans → · Plans in Missouri →

Western Holding Group, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Western Holding Group, Inc. Profit Sharing & 401(k) PlanWestern Holding Group, Inc. …$48MChicago Bulls 401(k) Savings Plan TrustChicago Bulls 401(k) Savings…$48M401(k) Plan as Adopted by Westfield Bank401(k) Plan as Adopted by We…$48MAerotech, Inc. 401(k) Plan$48MNorth West Handling Systems, Inc 401(k) Retirement PlanNorth West Handling Systems,…$48M
End-of-year total assets ($M) among Western Holding Group, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$48M
Net Income$8M
Employer EIN475472672
Plan Effective Date1973-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Holding Group, Inc.)

Sponsor-wide plan assets over time

All Western Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 43.06874693792967% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.6M $48.1M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 594 $34M
2023 1 288 $41M
2024 1 290 $48M

Nearby 401(k) Plans in Missouri

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

Western Holding Group, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Western Holding Group, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.048057403 · Participants: 290Western Holding Group, Inc. Profit Sharing & 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Western Holding Group, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Western Holding Group, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Western Holding Group, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Chicago Bulls 401(k) Savings Plan Trust in IL ($48M); by covered participants it is Bcinsourcing, LLC 401(k) Plan in KS (290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Western Holding Group, Inc. Profit Sharing & 401(k) Plan assets move in 2024? ▼
Western Holding Group, Inc. Profit Sharing & 401(k) Plan grew sharply - up 18.6% during 2024, from $41M to $48M. Reported net income was $8M.
How have Western Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Holding Group, Inc.'s sponsor-wide assets grew 43.1%, from $34M to $48M.
Where does Western Holding Group, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Western Holding Group, Inc. Profit Sharing & 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Western Holding Group, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chicago Bulls 401(k) Savings Plan Trust in IL ($48M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Western Holding Group, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcinsourcing, LLC 401(k) Plan in KS (290 participants, $16M 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 475472672.

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.