401(k) · DOL Form 5500 · 2024
Westshore Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $699K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $349,621
- Avg per participant High balance/head
Official DOL plan name: Westshore Holdings Retirement Plan · Sponsored by Westshore Holdings, Inc. · Ohio · Finance & Insurance
$699K in assets, 2 participants
Westshore Holdings, Inc.'s Westshore Holdings Retirement Plan reported $699K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #951 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Westshore Holdings Retirement Plan holds $699K for 2 participants - about $349,621 per participant, among the smaller plans by assets on file.
- #951
- in Finance & Insurance (8,549 peers)
- +0.1%
- assets growth YoY
Westshore Holdings Retirement Plan among the smaller filed plans by assets
Westshore Holdings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$699,242 20th percentile higher than 20% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Westshore Holdings Retirement 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. Westshore Holdings Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Westshore Holdings Retirement Plan reported net income rose from -$28K in the plan year 2023 filing to $902 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 820634312 · Westshore Holdings, Inc. PY 2024 · 401(k)
Westshore Holdings Retirement Plan · $699K · 2 · 20th
- EOY $699K
- EOY 2
- EOY 20th
- EOY 401(k)
- EOY near Heritage Capital Associates 401(k) Trust
- EOY ind #951
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 Finance & Insurance retirement plans → · Plans in Ohio →
Westshore Holdings Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $698K |
|---|---|
| Net Assets (End of Year) | $699K |
| Net Income | $902 |
| Employer EIN | 820634312 |
| Plan Effective Date | 2017-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westshore Holdings, Inc.)
Sponsor-wide plan assets over time
All Westshore Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $699K 3.7436143808754236% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $726K |
| 2023 | 1 | 2 | $698K |
| 2024 | 1 | 2 | $699K |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Westshore Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Heritage Capital Associates 401(k) Trust in NJ ($699K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($699K here).
- Heritage Capital Associates 401(k) Trust (NJ) $699K · 1
- Rpkc, Inc. 401(k) Plan (TX) $699K · 17
- Rain Rock Casino Retirement Savings Plan (CA) $699K · 117
- Mountain Restoration Services Inc. Retirement Plan (NC) $699K · 19
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.