401(k) · DOL Form 5500 · 2023

Western Allied Corporation 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
76
Participants Small participant base
74th
Percentile by assets National rank
$285,666
Avg per participant High balance/head
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Official DOL plan name: Western Allied Corporation Employees' Profit Sharing Plan · Sponsored by Western Allied Corporation · California · Construction

$22M in assets, 76 participants

Western Allied Corporation's Western Allied Corporation Employees' Profit Sharing Plan reported $22M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,576 in Construction (9,030 peers)

Western Allied Corporation multi-year trail

Western Allied Corporation's plans moved +45.3% in assets from 2022 to 2023; this filing shows Western Allied Corporation Employees' Profit Sharing Plan at $22M / 76 participants.

#6,576
in Construction (9,030 peers)
+45.3%
assets growth YoY

Western Allied Corporation Employees' Profit Sharing Plan's outsized position by total assets

Western Allied Corporation Employees' Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,710,619 Top 26% higher than 74% of 127,068 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 2023

Western Allied Corporation Employees' Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Allied Corporation Employees' Profit Sharing Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Allied Corporation Employees' Profit Sharing Plan reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Western Allied Corporation Employees' Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Western Allied Corporation Employees' Profit Sharing Plan reported participants rose from 74 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952122295 · Western Allied Corporation PY 2023 · 401(k)

Western Allied Corporation Employees' Profit Sharing Plan · $22M · 76 · 74th

  • SCH $22M
  • SCH 76
  • SCH 74th
  • SCH 401(k)
  • SCH near Mbc Holdings of Ohio Inc. 401(k) Savings & Retirement Plan
  • SCH ind #6576

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 California →

Western Allied Corporation Employees' Profit Sharing Plan in the asset neighbourhood

Western Allied Corporation Employees' Profit Sharing PlanWestern Allied Corporation E…$22MMbc Holdings of Ohio Inc. 401(k) Savings & Retirement PlanMbc Holdings of Ohio Inc. 40…$22MPower Wellness Management, LLC 401(k) PlanPower Wellness Management, L…$22MSouthwark Metal Manufacturing Co. 401(k) Retirement PlanSouthwark Metal Manufacturin…$22MKaras & Karas Glass Co. 401(k) Profit Sharing PlanKaras & Karas Glass Co. 401(…$22M
End-of-year total assets ($M) among Western Allied Corporation Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Western Allied Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Western Allied Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$22M 45.27857426293802% vs 2022
2023 filing year
$10M$15M$20M$25M 20222023 $14.9M $21.7M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 74 $15M
2023 1 76 $22M

Western Allied Corporation filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$22M
Net Income$7M
Employer EIN952122295
Plan Effective Date1962-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Western Allied Corporation Employees' Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Western Allied Corporation Employees' Profit Sharing Plan, Total assets ($B): 0.021710619 · Participants: 76Western Allied Corporation Employees' Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Western Allied Corporation Employees' Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Western Allied Corporation Employees' Profit Sharing Plan side-by-side with 3 peers →

Western Allied Corporation Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mbc Holdings of Ohio Inc. 401(k) Savings & Retirement Plan in OH ($22M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Allied Corporation Employees' Profit Sharing Plan assets move in 2023? ▼
Western Allied Corporation Employees' Profit Sharing Plan surged - up 45.3% during 2023, from $15M to $22M. Reported net income was $7M.
How have Western Allied Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Western Allied Corporation's sponsor-wide assets grew 45.3%, from $15M to $22M.
Which 401(k) plans are similar in size to Western Allied Corporation Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mbc Holdings of Ohio Inc. 401(k) Savings & Retirement Plan in OH ($22M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Western Allied Corporation Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952122295.

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.