401(k) · DOL Form 5500 · 2024
Westview Capital Management LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $417,029
- Avg per participant High balance/head
Official DOL plan name: Westview Capital Management LLC 401(k) Plan · Sponsored by Westview Capital Management LLC · Massachusetts · Finance & Insurance
$7M in assets, 16 participants
Westview Capital Management LLC's Westview Capital Management LLC 401(k) Plan reported $7M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #2,770 in Finance & Insurance (8,549 peers)
Westview Capital Management LLC multi-year trail
Westview Capital Management LLC's plans moved +71.5% in assets from 2022 to 2024; this filing shows Westview Capital Management LLC 401(k) Plan at $7M / 16 participants.
- #2,770
- in Finance & Insurance (8,549 peers)
- +27.0%
- assets growth YoY
Westview Capital Management LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Westview Capital Management LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,672,466 47th percentile higher than 47% 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
Westview Capital Management LLC 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. Westview Capital Management LLC 401(k) Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Westview Capital Management LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Westview Capital Management LLC 401(k) Plan reported participants rose from 15 in the plan year 2023 filing to 16 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 201507891 · Westview Capital Management LLC PY 2024 · 401(k)
Westview Capital Management LLC 401(k) Plan · $7M · 16 · 47th
- PART $7M
- TYPE 16
- NET 47th
- BOOK 401(k)
- VS-ST near Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust
- BOY ind #2770
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 Massachusetts →
Westview Capital Management LLC 401(k) Plan in the asset neighbourhood
Westview Capital Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Westview Capital Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 71.46103015905035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $4M |
| 2023 | 1 | 15 | $5M |
| 2024 | 1 | 16 | $7M |
Westview Capital Management LLC filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 201507891 |
| Plan Effective Date | 2006-12-29 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Westview Capital Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust in AZ ($7M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.