Other · DOL Form 5500 · 2024
Westmont College Retirement Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 406
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $209,565
- Avg per participant Above avg balance/head
Official DOL plan name: Westmont College Defined Contribution Retirement Plan · Sponsored by Westmont College · California · Educational Services
$85M in assets, 406 participants
Westmont College's Westmont College Defined Contribution Retirement Plan reported $85M in total assets and 406 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,929 in Educational Services (3,638 peers)
Where Westmont College Defined Contribution Retirement Plan sits by assets
Westmont College Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $85M for 406 participants (~$209,565/participant), up 11.5% in 2024.
- #2,929
- in Educational Services (3,638 peers)
- +11.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Westmont College Defined Contribution Retirement Plan's outsized position by total assets
Westmont College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$85,083,495 Top 11% higher than 89% 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
Westmont College Defined Contribution Retirement 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. Westmont College Defined Contribution Retirement Plan sits mid-pack in the medium band (406 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Westmont College Defined Contribution Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Westmont College Defined Contribution Retirement Plan end-of-year assets rose from $76M in the plan year 2023 filing to $85M in the plan year 2024 filing.
- Westmont College Defined Contribution Retirement Plan reported participants fell from 416 in the plan year 2023 filing to 406 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 951684793 · Westmont College PY 2024 · Other
Westmont College Defined Contribution Retirement Plan · $85M · 406 · 89th
- SCH $85M
- EBSA 406
- PART 89th
- TYPE Other
- NET near Morehouse College Defined Contribution Plan
- BOOK ind #2929
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 Educational Services retirement plans → · Plans in California →
Westmont College Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $9M |
| Employer EIN | 951684793 |
| Plan Effective Date | 1958-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westmont College)
Sponsor-wide plan assets over time
All Westmont College plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 20.757147722631203% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 372 | $70M |
| 2023 | 1 | 416 | $76M |
| 2024 | 1 | 406 | $85M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Westmont College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Morehouse College Defined Contribution Plan in GA ($85M); by covered participants it is Saint Vincent Retirement Plan in PA (406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- Morehouse College Defined Contribution Plan (GA) $85M · 734
- Bristol Hospital & Health Care Group 403(b) Plan (CT) $85M · 1,703
- May Institute, Inc. Defined Contribution Retirement Plan (MA) $85M · 1,763
- North Country Healthcare Retirement Plan (NH) $85M · 1,085
Similar participant headcount
Nearest other-state filings by covered participants (406 participants); asset peers above are excluded.
- Saint Vincent Retirement Plan (PA) 406 · 0 off
- Chemed Retirement Plan (NJ) 406 · 0 off
- Heart of Texas Goodwill Industries 403b Plan (TX) 406 · 0 off
- Providence Day School Defined Contribution Plan (NC) 406 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.