401(k) · DOL Form 5500 · 2024

Westminster Management, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
567
Participants Below avg headcount
73rd
Percentile by assets National rank
$41,474
Avg per participant Low balance/head
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Official DOL plan name: Westminster Management Retirement Incentive & Savings Plan · Sponsored by Westminster Management, LLC · New York · Real Estate

$24M in assets, 567 participants

Westminster Management, LLC's Westminster Management Retirement Incentive & Savings Plan reported $24M in total assets and 567 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,003 in Real Estate (4,605 peers)

Westminster Management, LLC multi-year trail

Westminster Management, LLC's plans moved +69.1% in assets from 2022 to 2024; this filing shows Westminster Management Retirement Incentive & Savings Plan at $24M / 567 participants.

#4,003
in Real Estate (4,605 peers)
+23.5%
assets growth YoY

Westminster Management Retirement Incentive & Savings Plan's outsized position by total assets

Westminster Management Retirement Incentive & Savings Plan vs every filed plan by assets

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

$23,515,775 Top 27% higher than 73% 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

Westminster Management Retirement Incentive & Savings 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. Westminster Management Retirement Incentive & Savings Plan sits mid-pack in the medium band (567 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westminster Management Retirement Incentive & Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Westminster Management Retirement Incentive & Savings Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Westminster Management Retirement Incentive & Savings Plan reported participants rose from 535 in the plan year 2023 filing to 567 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 223279633 · Westminster Management, LLC PY 2024 · 401(k)

Westminster Management Retirement Incentive & Savings Plan · $24M · 567 · 73rd

  • 5500 $24M
  • 5500 567
  • 5500 73rd
  • 5500 401(k)
  • 5500 near Isk Americas Incorporated Investment Plan
  • 5500 ind #4003

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 Real Estate retirement plans → · Plans in New York →

Westminster Management Retirement Incentive & Savings Plan in the asset neighbourhood

Westminster Management Retirement Incentive & Savings PlanWestminster Management Retir…$24MIsk Americas Incorporated Investment PlanIsk Americas Incorporated In…$24MPeterson Motor Company 401(k) Profit Sharing PlanPeterson Motor Company 401(k…$24MAmerican Alloy Steel 401(k) PlanAmerican Alloy Steel 401(k) …$24MOne Planet Group, LLC 401(k) PlanOne Planet Group, LLC 401(k)…$24M
End-of-year total assets ($M) among Westminster Management Retirement Incentive & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Westminster Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Westminster Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 69.09343522755603% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $23.5M ▲ +69.1%
Year Plans Participants Total Assets
2022 1 482 $14M
2023 1 535 $19M
2024 1 567 $24M

Westminster Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN223279633
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Westminster Management Retirement Incentive & Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Westminster Management Retirement Incentive & Savings Plan, Total assets ($B): 0.023515775 · Participants: 567Westminster Management Retirement Incentive & Savings 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
Westminster Management Retirement Incentive & Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Westminster Management Retirement Incentive & Savings Plan side-by-side with 3 peers →

Westminster Management Retirement Incentive & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Isk Americas Incorporated Investment Plan in OH ($24M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (567 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (567 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 Westminster Management Retirement Incentive & Savings Plan assets move in 2024? ▼
Westminster Management Retirement Incentive & Savings Plan grew sharply - up 23.5% during 2024, from $19M to $24M. Reported net income was $4M.
How have Westminster Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westminster Management, LLC's sponsor-wide assets grew 69.1%, from $14M to $24M.
Which 401(k) plans are similar in size to Westminster Management Retirement Incentive & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Isk Americas Incorporated Investment Plan in OH ($24M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Westminster Management Retirement Incentive & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (567 participants, $7M 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 223279633.

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.