401(k) · DOL Form 5500 · 2023
Western States Lodging & Management L.C. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 3,755
- Participants Above avg headcount
- 71st
- Percentile by assets National rank
- $4,917
- Avg per participant Low balance/head
Official DOL plan name: Western States Lodging Employee Savings Plan · Sponsored by Western States Lodging & Management L.C. · Utah · Professional & Technical Services
$18M in assets, 3,755 participants
Western States Lodging & Management L.C.'s Western States Lodging Employee Savings Plan reported $18M in total assets and 3,755 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #14,374 in Professional & Technical Services (20,321 peers)
Coverage in Utah
Western States Lodging Employee Savings Plan covers 3,755 participants in Utah, 6.3x the typical Utah plan (state average ~592 per filing). Assets: $18M.
- #14,374
- in Professional & Technical Services (20,321 peers)
- +28.1%
- assets growth YoY
Western States Lodging Employee Savings Plan's outsized position by total assets
Western States Lodging Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,463,189 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Western States Lodging Employee Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western States Lodging Employee Savings Plan lands in the large band (3,755 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Western States Lodging Employee Savings Plan reported net income rose from -$704K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Western States Lodging Employee Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Western States Lodging Employee Savings Plan reported participants rose from 3,272 in the plan year 2022 filing to 3,755 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870520716 · Western States Lodging & Management L.C. PY 2023 · 401(k)
Western States Lodging Employee Savings Plan · $18M · 3,755 · 71st
- IND $18M
- EOY 3,755
- 5500 71st
- ASSETS 401(k)
- PCT near Razer USA Ltd 401(k) Plan
- EIN ind #14374
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 Professional & Technical Services retirement plans → · Plans in Utah →
Western States Lodging Employee Savings Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 870520716 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western States Lodging & Management L.C.)
Sponsor-wide plan assets over time
All Western States Lodging & Management L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 57.24295292852554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,272 | $14M |
| 2023 | 1 | 3,755 | $18M |
| 2024 | 1 | 4,162 | $23M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Western States Lodging Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Razer USA Ltd 401(k) Plan in CA ($18M); by covered participants it is Franklin Templeton 401(k) Retirement Plan in CA (3,755 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Razer USA Ltd 401(k) Plan (CA) $18M · 198
- Adams Group, Inc. 401(k) Profit Sharing Plan (CA) $18M · 170
- Onxmaps, Inc. 401(k) Plan (MT) $18M · 342
- Sound Family Medicine 401(k) Plan (WA) $18M · 177
Similar participant headcount
Nearest other-state filings by covered participants (3,755 participants); asset peers above are excluded.
- Franklin Templeton 401(k) Retirement Plan (CA) 3,755 · 0 off
- Niemann Foods, Inc. 401(k) Profit Sharing Plan (IL) 3,754 · 1 off
- Black Horse Carriers, Inc. 401(k) Retirement Savings Plan (PA) 3,757 · 2 off
- Teleflex 401(k) Savings Plan (PA) 3,758 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.