Other · DOL Form 5500 · 2024

Westmont College Retirement Plan

Data updated 2026-08-11

$85M
Total assets
406
Participants
89th
Percentile by assets
$209,565
Avg per participant
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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.

  • 89th percentile by assets (of 123,622 plans)
  • #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.

$85M
total plan assets (2024 EOY)
406
covered participants
89th
percentile by assets (of 123,622 plans)
$209,565
avg assets per participant

Where Westmont College Defined Contribution Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
California
Industry
Educational Services

Westmont College Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, Westmont College Defined Contribution Retirement Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$85M
Net Income$9M
Employer EIN951684793
Plan Effective Date1958-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westmont College)

$65M$70M$75M$80M$85M$90M 202220232024 $70.5M $85.1M ▲ +20.7%
Total plan assets by year, all Westmont College plans on file
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.

Westmont College Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

Westmont College Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Westmont College Def…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
Westmont College Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
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Similar-Sized Other Plans Nationally

Other plans in other states closest to Westmont College Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Westmont College Defined Contribution Retirement Plan assets move in 2024? ▼
Westmont College Defined Contribution Retirement Plan grew at a solid clip - up 11.5% during 2024, from $76M to $85M. Reported net income was $9M.
How have Westmont College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westmont College's sponsor-wide assets grew 20.8%, from $70M to $85M.
Where does Westmont College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Westmont College Defined Contribution Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Westmont College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Morehouse College Defined Contribution Plan in GA ($85M, 734 participants).

Next read for Westmont College Defined Contribution Re…

Scale reading

Ways to act on Westmont College Defined Contribution Retirement Plan's numbers.

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 951684793.

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.