Defined Benefit (Pension) · DOL Form 5500 · 2024

West Medical, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: West Medical, Inc. Defined Benefit Pension Plan · Sponsored by West Medical, Inc. · California · Wholesale Trade

$5M in assets, 4 participants

West Medical, Inc.'s West Medical, Inc. Defined Benefit Pension Plan reported $5M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,957 in Wholesale Trade (6,080 peers)

West Medical, Inc. multi-year trail

West Medical, Inc.'s plans moved +47.9% in assets from 2022 to 2024; this filing shows West Medical, Inc. Defined Benefit Pension Plan at $5M / 4 participants.

#1,957
in Wholesale Trade (6,080 peers)
-2.3%
assets change YoY

The plan reported a net loss of $123K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Medical, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

West Medical, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$5,115,659 42nd percentile higher than 42% 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

West Medical, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Medical, Inc. Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • West Medical, Inc. Defined Benefit Pension Plan reported net income fell from $965K in the plan year 2023 filing to -$123K in the plan year 2024 filing.
  • West Medical, Inc. Defined Benefit Pension Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 274378789 · West Medical, Inc. PY 2024 · Defined Benefit (Pension)

West Medical, Inc. Defined Benefit Pension Plan · $5M · 4 · 42nd

  • TYPE $5M
  • TYPE 4
  • TYPE 42nd
  • TYPE Defined Benefit (Pension)
  • TYPE near Federal Screw Works Chelsea Plant Pension Plan
  • TYPE ind #1957

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 Wholesale Trade retirement plans → · Plans in California →

West Medical, Inc. Defined Benefit Pension Plan in the asset neighbourhood

West Medical, Inc. Defined Benefit Pension PlanWest Medical, Inc. Defined B…$5MFederal Screw Works Chelsea Plant Pension PlanFederal Screw Works Chelsea …$5MPension Plan for Hourly Employees of Cloverdale Employing UnitPension Plan for Hourly Empl…$5MBoston Newspaper Retirement FundBoston Newspaper Retirement …$5MMomentum Technologies, Inc. Pension PlanMomentum Technologies, Inc. …$5M
End-of-year total assets ($M) among West Medical, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

West Medical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All West Medical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 47.88170950153577% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.34M $7.9M ▲ +47.9%
Year Plans Participants Total Assets
2022 2 8 $5M
2023 2 8 $7M
2024 2 8 $8M

West Medical, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$123K
Employer EIN274378789
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

West Medical, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants West Medical, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.005115659 · Participants: 4West Medical, Inc. Defined Benefit Pension 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
West Medical, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare West Medical, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

West Medical, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Federal Screw Works Chelsea Plant Pension Plan in MI ($5M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

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 West Medical, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
West Medical, Inc. Defined Benefit Pension Plan edged down modestly - down 2.3% during 2024, from $5M to $5M. Reported net income was -$123K.
How have West Medical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Medical, Inc.'s sponsor-wide assets grew 47.9%, from $5M to $8M.
Which Defined Benefit (Pension) plans are similar in size to West Medical, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Federal Screw Works Chelsea Plant Pension Plan in MI ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to West Medical, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 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 274378789.

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.