401(k) · DOL Form 5500 · 2024
Westpac Wealth Partners LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 47
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $67,602
- Avg per participant Below avg balance/head
Official DOL plan name: Westpac Wealth Partners LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Westpac Wealth Partners LLC · Oregon · Finance & Insurance
$3M in assets, 47 participants
Westpac Wealth Partners LLC's Westpac Wealth Partners LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #1,954 in Finance & Insurance (8,549 peers)
2024 asset change
Westpac Wealth Partners LLC 401(k) Profit Sharing Plan & Trust surged 45.6% in 2024 ($2M → $3M) for 47 participants.
- #1,954
- in Finance & Insurance (8,549 peers)
- +45.6%
- assets growth YoY
Westpac Wealth Partners LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Westpac Wealth Partners LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,177,293 35th percentile higher than 35% 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
Westpac Wealth Partners LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westpac Wealth Partners LLC 401(k) Profit Sharing Plan & Trust is a small filing (47 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 462553141 · Westpac Wealth Partners LLC PY 2024 · 401(k)
Westpac Wealth Partners LLC 401(k) Profit Sharing Plan & Trust · $3M · 47 · 35th
- 5500 $3M
- 5500 47
- 5500 35th
- 5500 401(k)
- 5500 near Jack's Companies 401(k) Plan
- 5500 ind #1954
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 Oregon →
Westpac Wealth Partners LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $995K |
| Employer EIN | 462553141 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Westpac Wealth Partners LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Jack's Companies 401(k) Plan in MN ($3M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (47 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.