Other · DOL Form 5500 · 2024

Westminster Services, Inc. Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
2,502
Participants Above avg headcount
82nd
Percentile by assets National rank
$16,694
Avg per participant Low balance/head
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Official DOL plan name: Westminster Services, Inc. 403(b) Plan · Sponsored by Westminster Services, Inc. · Florida · Healthcare & Social Assistance

$42M in assets, 2,502 participants

Westminster Services, Inc.'s Westminster Services, Inc. 403(b) Plan reported $42M in total assets and 2,502 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,299 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Westminster Services, Inc. 403(b) Plan covers 2,502 participants in Florida, 4.0x the typical Florida plan (state average ~628 per filing). Assets: $42M.

#14,299
in Healthcare & Social Assistance (16,916 peers)
+33.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Westminster Services, Inc. 403(b) Plan's outsized position by total assets

Westminster Services, Inc. 403(b) Plan vs every filed plan by assets

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

$41,768,138 Top 18% higher than 82% 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

Westminster Services, Inc. 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westminster Services, Inc. 403(b) Plan lands in the large band (2,502 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westminster Services, Inc. 403(b) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Westminster Services, Inc. 403(b) Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Westminster Services, Inc. 403(b) Plan reported participants rose from 2,484 in the plan year 2023 filing to 2,502 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 593614812 · Westminster Services, Inc. PY 2024 · Other

Westminster Services, Inc. 403(b) Plan · $42M · 2,502 · 82nd

  • EOY $42M
  • 5500 2,502
  • ASSETS 82nd
  • PCT Other
  • EIN near Shore Medical Center 403(b) Plan
  • RANK ind #14299

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Westminster Services, Inc. 403(b) Plan in the asset neighbourhood

Sewickley Academy DC Plan$42MWestminster Services, Inc. 403(b) PlanWestminster Services, Inc. 4…$42MShore Medical Center 403(b) PlanShore Medical Center 403(b) …$42MCleveland Institute of Music Retirement PlanCleveland Institute of Music…$42MMount Aloysius College Consolidated Retirement PlaMount Aloysius College Conso…$42M
End-of-year total assets ($M) among Westminster Services, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$42M
Net Income$10M
Employer EIN593614812
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westminster Services, Inc.)

Sponsor-wide plan assets over time

All Westminster Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 77.74168883323912% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.5M $41.8M ▲ +77.7%
Year Plans Participants Total Assets
2022 1 2,276 $23M
2023 1 2,484 $31M
2024 1 2,502 $42M

Nearby Other Plans in Florida

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

Westminster Services, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -10123 Total assets ($B) Participants Westminster Services, Inc. 403(b) Plan, Total assets ($B): 0.041768138 · Participants: 2502Westminster Services, Inc. 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Westminster Services, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants

Westminster Services, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Shore Medical Center 403(b) Plan in NJ ($42M); by covered participants it is Henry M. Jackson Foundation Defined Contribution Retirement Plan in MD (2,504 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,502 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 Westminster Services, Inc. 403(b) Plan assets move in 2024? ▼
Westminster Services, Inc. 403(b) Plan surged - up 33.1% during 2024, from $31M to $42M. Reported net income was $10M.
How have Westminster Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westminster Services, Inc.'s sponsor-wide assets grew 77.7%, from $23M to $42M.
Where does Westminster Services, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Westminster Services, Inc. 403(b) Plan ranks in the 82nd 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 Westminster Services, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Shore Medical Center 403(b) Plan in NJ ($42M, 285 participants).
Which Other plans cover a similar participant headcount to Westminster Services, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Henry M. Jackson Foundation Defined Contribution Retirement Plan in MD (2,504 participants, $616M in assets).