401(k) · DOL Form 5500 · 2024

Westcliff Management Group 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
602
Participants Below avg headcount
53rd
Percentile by assets National rank
$14,449
Avg per participant Low balance/head
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Official DOL plan name: Westcliff University 401(k) Plan · Sponsored by Westcliff Management Group · California · Educational Services

$9M in assets, 602 participants

Westcliff Management Group's Westcliff University 401(k) Plan reported $9M in total assets and 602 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,303 in Educational Services (3,638 peers)

Westcliff Management Group multi-year trail

Westcliff Management Group's plans moved +51.8% in assets from 2022 to 2024; this filing shows Westcliff University 401(k) Plan at $9M / 602 participants.

#1,303
in Educational Services (3,638 peers)
+20.3%
assets growth YoY

Westcliff University 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Westcliff University 401(k) Plan vs every filed plan by assets

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

$8,698,152 Top 47% higher than 53% 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

Westcliff University 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. Westcliff University 401(k) Plan sits mid-pack in the medium band (602 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westcliff University 401(k) Plan reported participants rose from 487 in the plan year 2023 filing to 602 in the plan year 2024 filing.
  • Westcliff University 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 460658370 · Westcliff Management Group PY 2024 · 401(k)

Westcliff University 401(k) Plan · $9M · 602 · 53rd

  • TYPE $9M
  • TYPE 602
  • TYPE 53rd
  • TYPE 401(k)
  • TYPE near Keene, Inc. 401(k) Plan
  • TYPE ind #1303

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 Educational Services retirement plans → · Plans in California →

Westcliff University 401(k) Plan in the asset neighbourhood

Westcliff University 401(k) PlanWestcliff University 401(k) …$9MKeene, Inc. 401(k) Plan$9MDr Delaney Plunkett Ralstrom Makowski Thanasas & Assoc. PC Profit Sharing PlanDr Delaney Plunkett Ralstrom…$9MBahwan Cybertek Inc 401(k) Profit Sharing Plan & TrustBahwan Cybertek Inc 401(k) P…$9MTexas Bank 401(k) Plan$9M
End-of-year total assets ($M) among Westcliff University 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Westcliff Management Group multi-year asset trail

Sponsor-wide plan assets over time

All Westcliff Management Group plans reported in each filing year

Latest sponsor-wide plan assets
$9M 51.8127147646368% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.73M $8.7M ▲ +51.8%
Year Plans Participants Total Assets
2022 1 388 $6M
2023 1 487 $7M
2024 1 602 $9M

Westcliff Management Group filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN460658370
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Westcliff University 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Westcliff University 401(k) Plan, Total assets ($B): 0.008698152 · Participants: 602Westcliff University 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Westcliff University 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Westcliff University 401(k) Plan side-by-side with 3 peers →

Westcliff University 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Keene, Inc. 401(k) Plan in OH ($9M); by covered participants it is Smugglers' Notch Resort 401(k) Profit Sharing Plan in VT (602 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (602 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 Westcliff University 401(k) Plan assets move in 2024? ▼
Westcliff University 401(k) Plan grew sharply - up 20.3% during 2024, from $7M to $9M. Reported net income was $1M.
How have Westcliff Management Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westcliff Management Group's sponsor-wide assets grew 51.8%, from $6M to $9M.
Which 401(k) plans are similar in size to Westcliff University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keene, Inc. 401(k) Plan in OH ($9M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Westcliff University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smugglers' Notch Resort 401(k) Profit Sharing Plan in VT (602 participants, $9M 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 460658370.

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.