Profit Sharing · DOL Form 5500 · 2024

Westcliff Capital Management, LLC Profit Sharing Plan

Data updated 2026-08-25

$117K
Total assets Small plan by assets
2
Participants Small participant base
7th
Percentile by assets National rank
$58,586
Avg per participant Low balance/head
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Official DOL plan name: Westcliff Capital Management Profit Sharing Plan · Sponsored by Westcliff Capital Management, LLC · California · Finance & Insurance

$117K in assets, 2 participants

Westcliff Capital Management, LLC's Westcliff Capital Management Profit Sharing Plan reported $117K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

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

Westcliff Capital Management, LLC multi-year trail

Westcliff Capital Management, LLC's plans moved -73.1% in assets from 2022 to 2024; this filing shows Westcliff Capital Management Profit Sharing Plan at $117K / 2 participants.

#312
in Finance & Insurance (8,549 peers)
-33.3%
assets change YoY

The plan reported a net loss of $59K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westcliff Capital Management Profit Sharing Plan among the smaller filed plans by assets

Westcliff Capital Management Profit Sharing Plan vs every filed plan by assets

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

$117,171 7th percentile higher than 7% 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

Westcliff Capital Management Profit Sharing 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. Westcliff Capital Management Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westcliff Capital Management Profit Sharing Plan reported net income rose from -$260K in the plan year 2023 filing to -$59K in the plan year 2024 filing.
  • Westcliff Capital Management Profit Sharing Plan end-of-year assets fell from $176K in the plan year 2023 filing to $117K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 770435868 · Westcliff Capital Management, LLC PY 2024 · Profit Sharing

Westcliff Capital Management Profit Sharing Plan · $117K · 2 · 7th

  • BOOK $117K
  • VS-ST 2
  • BOY 7th
  • SCH Profit Sharing
  • EBSA near Caldwell Holdings Prime, Inc. Retirement Plan
  • PART ind #312

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 →

Westcliff Capital Management Profit Sharing Plan in the asset neighbourhood

Westcliff Capital Management Profit Sharing PlanWestcliff Capital Management…$117KCaldwell Holdings Prime, Inc. Retirement PlanCaldwell Holdings Prime, Inc…$117KSierra Four Investment Group, Inc. Retirement PlanSierra Four Investment Group…$117KThe Kokotovich Group, Inc. Retirement PlanThe Kokotovich Group, Inc. R…$117KG-Cubed Property Management Inc. Retirement PlanG-Cubed Property Management …$117K
End-of-year total assets ($M) among Westcliff Capital Management Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Westcliff Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Westcliff Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$117K 73.09821352723333% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.44M $0.12M ▼ -72.7%
Year Plans Participants Total Assets
2022 1 2 $436K
2023 1 2 $176K
2024 1 2 $117K

Westcliff Capital Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$176K
Net Assets (End of Year)$117K
Net Income-$59K
Employer EIN770435868
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Westcliff Capital Management Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Westcliff Capital Management Profit Sharing Plan, Total assets ($B): 0.000117171 · Participants: 2Westcliff Capital Management Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Westcliff Capital Management Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Westcliff Capital Management Profit Sharing Plan side-by-side with 3 peers →

Westcliff Capital Management Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Caldwell Holdings Prime, Inc. Retirement Plan in GA ($117K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Westcliff Capital Management Profit Sharing Plan assets move in 2024? ▼
Westcliff Capital Management Profit Sharing Plan contracted severely - down 33.3% during 2024, from $176K to $117K. Reported net income was -$59K.
How have Westcliff Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westcliff Capital Management, LLC's sponsor-wide assets declined 73.1%, from $436K to $117K.
Where does Westcliff Capital Management Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Westcliff Capital Management Profit Sharing Plan ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Westcliff Capital Management Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Caldwell Holdings Prime, Inc. Retirement Plan in GA ($117K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Westcliff Capital Management Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 770435868.

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.