401(k) · DOL Form 5500 · 2024

Weststar Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
188
Participants Below avg headcount
67th
Percentile by assets National rank
$92,159
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Weststar Mortgage Corporation 401(k) Savings Plan · Sponsored by Weststar Mortgage Corporation · New Mexico · Finance & Insurance

$17M in assets, 188 participants

Weststar Mortgage Corporation's Weststar Mortgage Corporation 401(k) Savings Plan reported $17M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,438 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Weststar Mortgage Corporation 401(k) Savings Plan holds $17M for 188 participants - about $92,159 per participant, above the median plan by assets.

#4,438
in Finance & Insurance (8,549 peers)
-3.0%
assets change YoY

The plan reported a net loss of $542K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weststar Mortgage Corporation 401(k) Savings Plan's outsized position by total assets

Weststar Mortgage Corporation 401(k) Savings Plan vs every filed plan by assets

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

$17,325,801 Top 33% higher than 67% 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

Weststar Mortgage Corporation 401(k) Savings 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. Weststar Mortgage Corporation 401(k) Savings Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Weststar Mortgage Corporation 401(k) Savings Plan reported net income rose from -$1M in the plan year 2023 filing to -$542K in the plan year 2024 filing.
  • Weststar Mortgage Corporation 401(k) Savings Plan reported participants fell from 287 in the plan year 2023 filing to 188 in the plan year 2024 filing.
  • Weststar Mortgage Corporation 401(k) Savings Plan end-of-year assets fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 850308543 · Weststar Mortgage Corporation PY 2024 · 401(k)

Weststar Mortgage Corporation 401(k) Savings Plan · $17M · 188 · 67th

  • BOY $17M
  • BOY 188
  • BOY 67th
  • BOY 401(k)
  • BOY near Hualalai Investors 401(k) Plan
  • BOY ind #4438

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 Finance & Insurance retirement plans → · Plans in New Mexico →

Weststar Mortgage Corporation 401(k) Savings Plan in the asset neighbourhood

Weststar Mortgage Corporation 401(k) Savings PlanWeststar Mortgage Corporatio…$17MHualalai Investors 401(k) PlanHualalai Investors 401(k) Pl…$17MJohn T. Boyd Company 401(k) PlanJohn T. Boyd Company 401(k) …$17MVentura Coastal, LLC. 401(k) Savings PlanVentura Coastal, LLC. 401(k)…$17MChandler Signs, LLC 401(k) PlanChandler Signs, LLC 401(k) P…$17M
End-of-year total assets ($M) among Weststar Mortgage Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$542K
Employer EIN850308543
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weststar Mortgage Corporation)

Sponsor-wide plan assets over time

All Weststar Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$17M 8.689351978922524% vs 2022
2024 filing year
$17M$17.5M$18M$18.5M$19M$19.5M 202220232024 $19M $17.3M ▼ -8.6%
Year Plans Participants Total Assets
2022 1 326 $19M
2023 1 287 $18M
2024 1 188 $17M

Nearby 401(k) Plans in New Mexico

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

Weststar Mortgage Corporation 401(k) Savings Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Weststar Mortgage Corporation 401(k) Savings Plan, Total assets ($B): 0.017325801 · Participants: 188Weststar Mortgage Corporation 401(k) Savings PlanNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Weststar Mortgage Corporation 401(k) Savings Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Weststar Mortgage Corporation 401(k) Savings Plan side-by-side with 3 peers →

Weststar Mortgage Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Hualalai Investors 401(k) Plan in HI ($17M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Weststar Mortgage Corporation 401(k) Savings Plan assets move in 2024? ▼
Weststar Mortgage Corporation 401(k) Savings Plan edged down modestly - down 3.0% during 2024, from $18M to $17M. Reported net income was -$542K.
How have Weststar Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weststar Mortgage Corporation's sponsor-wide assets declined 8.7%, from $19M to $17M.
Which 401(k) plans are similar in size to Weststar Mortgage Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hualalai Investors 401(k) Plan in HI ($17M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Weststar Mortgage Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trinity Rehab, LLC 401(k) Plan in NC (188 participants, $7M 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 850308543.

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.