401(k) · DOL Form 5500 · 2024
Westerly View Inc 401(k) Plan
Data updated 2026-08-25
- $177K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $35,324
- Avg per participant Low balance/head
Official DOL plan name: Westerly View Inc 401(k) Plan · Sponsored by Westerly View Inc · Washington · Other Services
$177K in assets, 5 participants
Westerly View Inc's Westerly View Inc 401(k) Plan reported $177K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #1,590 in Other Services (7,719 peers)
Westerly View Inc multi-year trail
Westerly View Inc's plans moved +12.9% in assets from 2022 to 2024; this filing shows Westerly View Inc 401(k) Plan at $177K / 5 participants.
- #1,590
- in Other Services (7,719 peers)
- +110.4%
- assets growth YoY
Westerly View Inc 401(k) Plan among the smaller filed plans by assets
Westerly View Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$176,618 10th percentile higher than 10% 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
Westerly View Inc 401(k) 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. Westerly View Inc 401(k) Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Westerly View Inc 401(k) Plan reported net income rose from -$72K in the plan year 2023 filing to $93K in the plan year 2024 filing.
- Westerly View Inc 401(k) Plan end-of-year assets rose from $84K in the plan year 2023 filing to $177K in the plan year 2024 filing.
- Westerly View Inc 401(k) Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 813193392 · Westerly View Inc PY 2024 · 401(k)
Westerly View Inc 401(k) Plan · $177K · 5 · 10th
- PART $177K
- PART 5
- PART 10th
- PART 401(k)
- PART near Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust
- PART ind #1590
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 Other Services retirement plans → · Plans in Washington →
Westerly View Inc 401(k) Plan in the asset neighbourhood
Westerly View Inc multi-year asset trail
Sponsor-wide plan assets over time
All Westerly View Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $177K 12.893184273268263% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $156K |
| 2023 | 1 | 4 | $84K |
| 2024 | 1 | 5 | $177K |
Westerly View Inc filing trail (2024)
| Total Assets (Beginning of Year) | $84K |
|---|---|
| Net Assets (End of Year) | $177K |
| Net Income | $93K |
| Employer EIN | 813193392 |
| Plan Effective Date | 2016-07-06 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Westerly View Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust in NJ ($177K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($177K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.