Other
2024 plan-year Other DOL Form 5500

Westlake Services Holding Company Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Westlake Services Holding Company · California · Management of Enterprises

What the 2023 filing shows

Westlake Services Holding Company Employee Stock Ownership Plan holds $507M for 1,772 participants — about $286,276 per participant, up 2.7% over the 2024 plan year.

$507M
total plan assets (2024 EOY)
1,772
covered participants
$286,276
avg assets per participant
+2.7%
assets growth YoY
Total Assets (2023)
$507M
Participants
1,772
State
Industry
Management of Enterprises

What the Filing Says About Westlake Services Holding Company Employee Stock Ownership Plan

Westlake Services Holding Company Employee Stock Ownership Plan is a Other retirement plan sponsored by Westlake Services Holding Company, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $507M in total end-of-year assets and covers 1,772 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 611636987, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $494M at the beginning of 2024 to $507M at year-end — a gain of 2.7%. Net assets (after liabilities) closed the year at $504M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$494M
Total Assets (End of Year)$507M
Net Assets (End of Year)$504M
Net Income$13M
Plan TypeOther
Employer EIN611636987
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westlake Services Holding Company)

Year Plans Participants Total Assets
2022 1 1,810 $506M
2023 1 1,928 $494M
2024 1 1,772 $507M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Westlake Services Holding Company Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Westlake Services Holding Company Employee Stock Ownership Plan holds $507M in total assets with 1,772 participants. It is sponsored by Westlake Services Holding Company.
What type of plan is Westlake Services Holding Company Employee Stock Ownership Plan?
Westlake Services Holding Company Employee Stock Ownership Plan is a Other plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 611636987.
Who sponsors the Westlake Services Holding Company Employee Stock Ownership Plan?
Westlake Services Holding Company Employee Stock Ownership Plan is sponsored by Westlake Services Holding Company, located in California. The sponsor's EIN is 611636987 and the plan operates in the Management of Enterprises industry.
How did Westlake Services Holding Company Employee Stock Ownership Plan perform in 2024?
Westlake Services Holding Company Employee Stock Ownership Plan grew by 2.7% during 2024, moving from $494M to $507M in total assets. Net income was $13M.
Where can I find official filings for Westlake Services Holding Company Employee Stock Ownership Plan?
Official Form 5500 filings for Westlake Services Holding Company Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 611636987 or plan name at efast.dol.gov.
How does Westlake Services Holding Company Employee Stock Ownership Plan compare to other plans?
You can compare Westlake Services Holding Company Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 611636987.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.