401(k) · DOL Form 5500 · 2024

The Westervelt Company 401(k) Plan

Data updated 2026-08-25

$137M
Total assets Near avg plan size
689
Participants Below avg headcount
92nd
Percentile by assets National rank
$198,312
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Westervelt Company Savings and Investment Plan · Sponsored by The Westervelt Company · Alabama · Manufacturing

$137M in assets, 689 participants

The Westervelt Company's The Westervelt Company Savings and Investment Plan reported $137M in total assets and 689 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,754 in Manufacturing (17,777 peers)

Where The Westervelt Company Savings and Investment Plan sits by assets

The Westervelt Company Savings and Investment Plan sits in the top 10% of all filed plans by assets, $137M for 689 participants (~$198,312/participant), up 9.3% in 2024.

#15,754
in Manufacturing (17,777 peers)
+9.3%
assets growth YoY
1.4×
vs typical plan assets (national mean)

The Westervelt Company Savings and Investment Plan's outsized position by total assets

The Westervelt Company Savings and Investment Plan vs every filed plan by assets

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

$136,637,062 Top 8% higher than 92% 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

The Westervelt Company Savings and Investment 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. The Westervelt Company Savings and Investment Plan sits mid-pack in the medium band (689 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Westervelt Company Savings and Investment Plan reported net income fell from $17M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • The Westervelt Company Savings and Investment Plan end-of-year assets rose from $125M in the plan year 2023 filing to $137M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 631158654 · The Westervelt Company PY 2024 · 401(k)

The Westervelt Company Savings and Investment Plan · $137M · 689 · 92nd

  • EIN $137M
  • RANK 689
  • PHOTO 92nd
  • IND 401(k)
  • EOY near Zekelman Industries Collectively Bargained Employees 401(k) Plan
  • 5500 ind #15754

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 Manufacturing retirement plans → · Plans in Alabama →

The Westervelt Company Savings and Investment Plan in the asset neighbourhood

Avison Young (US) 401(k) Plan$137MHoltec International Profit Sharing Plan and TrustHoltec International Profit …$137MRedsail Technologies, LLC Retirement Savings PlanRedsail Technologies, LLC Re…$137MZekelman Industries Collectively Bargained Employees 401(k) PlanZekelman Industries Collecti…$137MThe Westervelt Company Savings and Investment PlanThe Westervelt Company Savin…$137M
End-of-year total assets ($M) among The Westervelt Company Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$137M
Net Income$12M
Employer EIN631158654
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Westervelt Company)

Sponsor-wide plan assets over time

All The Westervelt Company plans reported in each filing year

Latest sponsor-wide plan assets
$137M 26.441017652208178% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $108M $137M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 651 $108M
2023 1 686 $125M
2024 1 689 $137M

Nearby 401(k) Plans in Alabama

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

The Westervelt Company Savings and Investment Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants The Westervelt Company Savings and Investment Plan, Total assets ($B): 0.136637062 · Participants: 689The Westervelt Company Savings and Investment PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
The Westervelt Company Savings and Investment Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare The Westervelt Company Savings and Investment Plan side-by-side with 3 peers →

The Westervelt Company Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Zekelman Industries Collectively Bargained Employees 401(k) Plan in IL ($137M); by covered participants it is The Murphy Oil Corporation 401(k) Plan in TX (689 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (689 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 The Westervelt Company Savings and Investment Plan assets move in 2024? ▼
The Westervelt Company Savings and Investment Plan grew at a solid clip - up 9.3% during 2024, from $125M to $137M. Reported net income was $12M.
How have The Westervelt Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Westervelt Company's sponsor-wide assets grew 26.4%, from $108M to $137M.
Where does The Westervelt Company Savings and Investment Plan rank by assets among Form 5500 filers? ▼
The Westervelt Company Savings and Investment Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Westervelt Company Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zekelman Industries Collectively Bargained Employees 401(k) Plan in IL ($137M, 1,038 participants).
Which 401(k) plans cover a similar participant headcount to The Westervelt Company Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Murphy Oil Corporation 401(k) Plan in TX (689 participants, $217M in assets).

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 631158654.

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.