401(k) · DOL Form 5500 · 2024

Western National Properties Dba Western National Group 401(k) Plan

Data updated 2026-08-06

$58M
Total assets
858
Participants
86th
Percentile by assets
$67,906
Avg per participant
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Official DOL plan name: Wng 401(k) Plan · Sponsored by Western National Properties Dba Western National Group · California · Real Estate

$58M in assets, 858 participants

Western National Properties Dba Western National Group's Wng 401(k) Plan reported $58M in total assets and 858 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 116,472 plans)
  • #4,123 in Real Estate (4,388 peers)

Where Wng 401(k) Plan sits by assets

Wng 401(k) Plan sits in the top quartile of all filed plans by assets, $58M for 858 participants (~$67,906/participant), up 14.7% in 2024.

$58M
total plan assets (2024 EOY)
858
covered participants
86th
percentile by assets (of 116,472 plans)
$67,906
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wng 401(k) Plan end-of-year assets rose from $51M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Wng 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Wng 401(k) Plan reported participants fell from 868 in the plan year 2023 filing to 858 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Wng 401(k) Plan vs the 2024 asset distribution

By assets, Wng 401(k) Plan outranks 86% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$58M
Net Income$7M
Employer EIN330848232
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western National Properties Dba Western National Group)

$40M$45M$50M$55M$60M 202220232024 $44M $58.3M ▲ +32.3%
Total plan assets by year, all Western National Properties Dba Western National Group plans on file
Year Plans Participants Total Assets
2022 1 883 $44M
2023 1 868 $51M
2024 1 858 $58M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wng 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wng 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wng 401(k) PlanGoogle LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Wng 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wng 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Wng 401(k) Plan assets move in 2024?
Wng 401(k) Plan grew at a solid clip - up 14.7% during 2024, from $51M to $58M. Reported net income was $7M.
How have Western National Properties Dba Western National Group plan assets changed over time?
Across 3 plan years on file (2022-2024), Western National Properties Dba Western National Group's sponsor-wide assets grew 32.3%, from $44M to $58M.
Where does Wng 401(k) Plan rank by assets among Form 5500 filers?
Wng 401(k) Plan ranks in the 86th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wng 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Palmetto Primary Care Physicians, LLC 401(k) in SC ($58M, 600 participants).

Scale reading

Ways to act on Wng 401(k) Plan's numbers.

  • By total assets, Wng 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Western National Properties Dba Western National Group's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Real Estate plans