401(k) · DOL Form 5500 · 2024

Westin Homes and Properties LP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
141
Participants Small participant base
58th
Percentile by assets National rank
$77,554
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust · Sponsored by Westin Homes and Properties LP · Texas · Construction

$11M in assets, 141 participants

Westin Homes and Properties LP's Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,062 in Construction (9,039 peers)

Coverage in Texas

Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust covers 141 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#5,062
in Construction (9,039 peers)
+25.2%
assets growth YoY

Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Construction and all filers

Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$10,935,103 Top 42% higher than 58% 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

Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust 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. Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust reported participants rose from 136 in the plan year 2023 filing to 141 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 200286051 · Westin Homes and Properties LP PY 2024 · 401(k)

Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust · $11M · 141 · 58th

  • IND $11M
  • IND 141
  • IND 58th
  • IND 401(k)
  • IND near Hennessy Advisors, Inc. Retirement Trust
  • IND ind #5062

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 Construction retirement plans → · Plans in Texas →

Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Westin Homes and Properties LP 401(k) Profit Sharing Plan and TrustWestin Homes and Properties …$11MLake Company of Wisconsin, Inc. 401(k) PlanLake Company of Wisconsin, I…$11MHennessy Advisors, Inc. Retirement TrustHennessy Advisors, Inc. Reti…$11MGunnison Company 401 (K) Plan$11MCleveland Bakers and Affiliated Unions 401(k) PlanCleveland Bakers and Affilia…$11M
End-of-year total assets ($M) among Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN200286051
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westin Homes and Properties LP)

Sponsor-wide plan assets over time

All Westin Homes and Properties LP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 63.27548592850319% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.7M $10.9M ▲ +63.3%
Year Plans Participants Total Assets
2022 1 132 $7M
2023 1 136 $9M
2024 1 141 $11M

Nearby 401(k) Plans in Texas

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

Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.010935103 · Participants: 141Westin Homes and Properties LP 401(k) Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hennessy Advisors, Inc. Retirement Trust in CA ($11M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust grew sharply - up 25.2% during 2024, from $9M to $11M. Reported net income was $2M.
How have Westin Homes and Properties LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westin Homes and Properties LP's sponsor-wide assets grew 63.3%, from $7M to $11M.
Which 401(k) plans are similar in size to Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hennessy Advisors, Inc. Retirement Trust in CA ($11M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Westin Homes and Properties LP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 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 200286051.

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.