401(k) · DOL Form 5500 · 2024
Westchester Country Club 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $97,475
- Avg per participant Below avg balance/head
Official DOL plan name: Westchester Country Club 401(k) Plan and Trust · Sponsored by Westchester Country Club · New York · Arts, Entertainment & Recreation
$13M in assets, 134 participants
Westchester Country Club's Westchester Country Club 401(k) Plan and Trust reported $13M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #2,225 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in New York
Westchester Country Club 401(k) Plan and Trust covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $13M.
- #2,225
- in Arts, Entertainment & Recreation (2,921 peers)
- +20.1%
- assets growth YoY
Westchester Country Club 401(k) Plan and Trust's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Westchester Country Club 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,061,609 Top 38% higher than 62% 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
Westchester Country Club 401(k) 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. Westchester Country Club 401(k) Plan and Trust sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Westchester Country Club 401(k) Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Westchester Country Club 401(k) Plan and Trust reported participants fell from 137 in the plan year 2023 filing to 134 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131737009 · Westchester Country Club PY 2024 · 401(k)
Westchester Country Club 401(k) Plan and Trust · $13M · 134 · 62nd
- NET $13M
- BOOK 134
- VS-ST 62nd
- BOY 401(k)
- SCH near Dna Star 401(k) Plan
- EBSA ind #2225
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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →
Westchester Country Club 401(k) Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 131737009 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westchester Country Club)
Sponsor-wide plan assets over time
All Westchester Country Club plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 51.00555460883628% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $9M |
| 2023 | 1 | 137 | $11M |
| 2024 | 1 | 134 | $13M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Westchester Country Club 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Dna Star 401(k) Plan in WI ($13M); by covered participants it is Consumertrack, Inc. 401(k) Profit Sharing Plan in CA (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Dna Star 401(k) Plan (WI) $13M · 28
- Orion Pacific Holdings Corp. 401(k) Plan (TX) $13M · 213
- Into North America, Inc.401(k) Plan (CA) $13M · 145
- Information Providers, Inc. 401(k) Retirement Plan (MN) $13M · 342
Similar participant headcount
Nearest other-state filings by covered participants (134 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.