401(k) · DOL Form 5500 · 2024

Western Management, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
307
Participants Below avg headcount
69th
Percentile by assets National rank
$59,793
Avg per participant Low balance/head
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Official DOL plan name: Western Management, Inc. Profit Sharing & 401(k) Plan · Sponsored by Western Management, Inc. · Ohio · Manufacturing

$18M in assets, 307 participants

Western Management, Inc.'s Western Management, Inc. Profit Sharing & 401(k) Plan reported $18M in total assets and 307 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,250 in Manufacturing (17,777 peers)

Coverage in Ohio

Western Management, Inc. Profit Sharing & 401(k) Plan covers 307 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#10,250
in Manufacturing (17,777 peers)
+4.0%
assets growth YoY

Western Management, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Western Management, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$18,356,392 Top 31% higher than 69% 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

Western Management, Inc. Profit Sharing & 401(k) Plan 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. Western Management, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Management, Inc. Profit Sharing & 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $703K in the plan year 2024 filing.
  • Western Management, Inc. Profit Sharing & 401(k) Plan reported participants rose from 290 in the plan year 2023 filing to 307 in the plan year 2024 filing.
  • Western Management, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341427510 · Western Management, Inc. PY 2024 · 401(k)

Western Management, Inc. Profit Sharing & 401(k) Plan · $18M · 307 · 69th

  • 5500 $18M
  • ASSETS 307
  • PCT 69th
  • EIN 401(k)
  • RANK near Blue Ridge 401(k) Plan
  • PHOTO ind #10250

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 Manufacturing retirement plans → · Plans in Ohio →

Western Management, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Western Management, Inc. Profit Sharing & 401(k) PlanWestern Management, Inc. Pro…$18MBlue Ridge 401(k) Plan$18MSkybridge Capital II, LLC 401(k) Profit Sharing PlanSkybridge Capital II, LLC 40…$18M4m Research, Inc. 401(k) Plan$18MRealty Center Management, Inc. 401(k) PlanRealty Center Management, In…$18M
End-of-year total assets ($M) among Western Management, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income$703K
Employer EIN341427510
Plan Effective Date1981-12-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Management, Inc.)

Sponsor-wide plan assets over time

All Western Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 23.05839571372278% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.9M $18.4M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 300 $15M
2023 1 290 $18M
2024 1 307 $18M

Nearby 401(k) Plans in Ohio

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

Western Management, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Western Management, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.018356392 · Participants: 307Western Management, Inc. Profit Sharing & 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Western Management, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Western Management, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Western Management, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Blue Ridge 401(k) Plan in VA ($18M); by covered participants it is Enghouse Interactive 401(k) Plan in NJ (307 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (307 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 Western Management, Inc. Profit Sharing & 401(k) Plan assets move in 2024? ▼
Western Management, Inc. Profit Sharing & 401(k) Plan edged up modestly - up 4.0% during 2024, from $18M to $18M. Reported net income was $703K.
How have Western Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Management, Inc.'s sponsor-wide assets grew 23.1%, from $15M to $18M.
Which 401(k) plans are similar in size to Western Management, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Ridge 401(k) Plan in VA ($18M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Western Management, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enghouse Interactive 401(k) Plan in NJ (307 participants, $103M 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 341427510.

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.