Defined Benefit (Pension) · DOL Form 5500 · 2024

Westcorp Capital, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
35th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Westcorp Capital, Inc. Retirement Plan · Sponsored by Westcorp Capital, Inc. · California · Finance & Insurance

$3M in assets, 1 participants

Westcorp Capital, Inc.'s Westcorp Capital, Inc. Retirement Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,976 in Finance & Insurance (8,549 peers)

Westcorp Capital, Inc. multi-year trail

Westcorp Capital, Inc.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Westcorp Capital, Inc. Retirement Plan at $3M / 1 participant.

#1,976
in Finance & Insurance (8,549 peers)
+7.3%
assets growth YoY

Westcorp Capital, Inc. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Westcorp Capital, Inc. Retirement Plan vs every filed plan by assets

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

$3,248,249 35th percentile higher than 35% 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

Westcorp Capital, Inc. 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. Westcorp Capital, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westcorp Capital, Inc. Retirement Plan reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Westcorp Capital, Inc. Retirement Plan reported net income rose from $166K in the plan year 2023 filing to $220K in the plan year 2024 filing.
  • Westcorp Capital, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061764190 · Westcorp Capital, Inc. PY 2024 · Defined Benefit (Pension)

Westcorp Capital, Inc. Retirement Plan · $3M · 1 · 35th

  • 5500 $3M
  • 5500 1
  • 5500 35th
  • 5500 Defined Benefit (Pension)
  • 5500 near Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 UAW
  • 5500 ind #1976

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 California →

Westcorp Capital, Inc. Retirement Plan in the asset neighbourhood

Mid-Ohio Emergency Services, LLC Cash Balance PlanMid-Ohio Emergency Services,…$3MThe Eye Clinic, Inc. Cash Balance PlanThe Eye Clinic, Inc. Cash Ba…$3MWaimanalo Pharmacy, Inc. Defined Benefit Pension PlanWaimanalo Pharmacy, Inc. Def…$3MWestcorp Capital, Inc. Retirement PlanWestcorp Capital, Inc. Retir…$3MBohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 UAWBohn Aluminum Inc Bulter Ind…$3M
End-of-year total assets ($M) among Westcorp Capital, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Westcorp Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westcorp Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.915725941266345% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.87M $4.21M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 2 4 $4M
2024 2 2 $4M

Westcorp Capital, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$220K
Employer EIN061764190
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Westcorp Capital, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Westcorp Capital, Inc. Retirement Plan, Total assets ($B): 0.003248249 · Participants: 1Westcorp Capital, Inc. Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Westcorp Capital, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Westcorp Capital, Inc. Retirement Plan side-by-side with 3 peers →

Westcorp Capital, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 UAW in MI ($3M); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Westcorp Capital, Inc. Retirement Plan assets move in 2024? ▼
Westcorp Capital, Inc. Retirement Plan grew at a solid clip - up 7.3% during 2024, from $3M to $3M. Reported net income was $220K.
How have Westcorp Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westcorp Capital, Inc.'s sponsor-wide assets grew 46.9%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Westcorp Capital, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 UAW in MI ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Westcorp Capital, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant, 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 061764190.

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.