Defined Benefit (Pension) · DOL Form 5500 · 2024

Westcoast Roof Consulting, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
16
Participants Small participant base
41st
Percentile by assets National rank
$289,156
Avg per participant High balance/head
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Official DOL plan name: Westcoast Roof Consulting, Inc., Cash Balance Plan · Sponsored by Westcoast Roof Consulting, Inc. · California · Administrative & Support Services

$5M in assets, 16 participants

Westcoast Roof Consulting, Inc.'s Westcoast Roof Consulting, Inc., Cash Balance Plan reported $5M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,783 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Westcoast Roof Consulting, Inc., Cash Balance Plan ranks #2,783 of 4,368 2024 filers by assets (624% of the sector average)-$5M for 16 participants.

#2,783
in Administrative & Support Services (4,368 peers)
+22.3%
assets growth YoY

Westcoast Roof Consulting, Inc., Cash Balance Plan's mid-pack asset rank among Administrative & Support Services and all filers

Westcoast Roof Consulting, Inc., Cash Balance Plan vs every filed plan by assets

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

$4,626,495 41st percentile higher than 41% 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

Westcoast Roof Consulting, Inc., Cash Balance Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westcoast Roof Consulting, Inc., Cash Balance Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westcoast Roof Consulting, Inc., Cash Balance Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Westcoast Roof Consulting, Inc., Cash Balance Plan reported participants rose from 14 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 200629783 · Westcoast Roof Consulting, Inc. PY 2024 · Defined Benefit (Pension)

Westcoast Roof Consulting, Inc., Cash Balance Plan · $5M · 16 · 41st

  • BOY $5M
  • BOY 16
  • BOY 41st
  • BOY Defined Benefit (Pension)
  • BOY near Broadway Export LLC Defined Benefit Plan
  • BOY ind #2783

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 Administrative & Support Services retirement plans → · Plans in California →

Westcoast Roof Consulting, Inc., Cash Balance Plan in the asset neighbourhood

Westcoast Roof Consulting, Inc., Cash Balance PlanWestcoast Roof Consulting, I…$5MBroadway Export LLC Defined Benefit PlanBroadway Export LLC Defined …$5MRetirement Plan of Nevamar Company, LLCRetirement Plan of Nevamar C…$5MTrinity Episcopal School Corporation Defined Benefit PlanTrinity Episcopal School Cor…$5MRetirement Plan for Employees of Cascade Pole and Lumber CompanyRetirement Plan for Employee…$5M
End-of-year total assets ($M) among Westcoast Roof Consulting, Inc., Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$843K
Employer EIN200629783
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westcoast Roof Consulting, Inc.)

Sponsor-wide plan assets over time

All Westcoast Roof Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.52260849806862% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.62M $6.4M ▲ +38.5%
Year Plans Participants Total Assets
2022 2 30 $5M
2023 2 28 $6M
2024 2 32 $6M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Westcoast Roof Consulting, Inc., Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Westcoast Roof Consulting, Inc., Cash Balance Plan, Total assets ($B): 0.004626495 · Participants: 16Westcoast Roof Consulting, Inc., Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Westcoast Roof Consulting, Inc., Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Westcoast Roof Consulting, Inc., Cash Balance Plan side-by-side with 3 peers →

Westcoast Roof Consulting, Inc., Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Broadway Export LLC Defined Benefit Plan in NY ($5M); by covered participants it is Pension Plan of the Genesee Valley Presbyterian Nursing Center in NY (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Westcoast Roof Consulting, Inc., Cash Balance Plan assets move in 2024? ▼
Westcoast Roof Consulting, Inc., Cash Balance Plan grew sharply - up 22.3% during 2024, from $4M to $5M. Reported net income was $843K.
How have Westcoast Roof Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westcoast Roof Consulting, Inc.'s sponsor-wide assets grew 38.5%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Westcoast Roof Consulting, Inc., Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Broadway Export LLC Defined Benefit Plan in NY ($5M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Westcoast Roof Consulting, Inc., Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of the Genesee Valley Presbyterian Nursing Center in NY (16 participants, N/A 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 200629783.

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.