401(k) · DOL Form 5500 · 2023

Westbrook Sales and Distributing Corporation 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 150
Participants Small participant base: 69th
Percentile by assets National rank: $111,429
Avg per participant Below avg balance/head

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Official DOL plan name: Westbrook 401(k) Plan · Sponsored by Westbrook Sales and Distributing Corporation · Texas · Manufacturing

$17M in assets, 150 participants

Westbrook Sales and Distributing Corporation's Westbrook 401(k) Plan reported $17M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#10,926 in Manufacturing (18,722 peers)

Coverage in Texas

Westbrook 401(k) Plan covers 150 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#10,926
in Manufacturing (18,722 peers): +167.1%
assets growth YoY

Westbrook 401(k) Plan's outsized position by total assets

Westbrook 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,714,379 Top 31% higher than 69% 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

Westbrook 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westbrook 401(k) Plan sits mid-pack in the medium band (150 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Westbrook 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Westbrook 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Westbrook 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 741712129 · Westbrook Sales and Distributing Corporation PY 2023 · 401(k)

Westbrook 401(k) Plan · $17M · 150 · 69th

IND $17M
IND 150
IND 69th
IND 401(k)
IND near Peoples Mortgage 401(k) Plan
IND ind #10926

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 Texas →

End-of-year total assets ($M) among Westbrook 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$17M
Net Income	$10M
Employer EIN	741712129
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Westbrook Sales and Distributing Corporation)

Latest sponsor-wide plan assets: $5M 18.748263852816276% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	139	$6M
2023	2	150	$39M
2024	2	165	$5M

Nearby 401(k) Plans in Texas

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

Westbrook 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Westbrook 401(k) Plan side-by-side with 3 peers →

Westbrook 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Peoples Mortgage 401(k) Plan in AZ ($17M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Peoples Mortgage 401(k) Plan (AZ) $17M · 292
The Ohio Moulding Corporation 401(k) & Profit Sharing Trust (OH) $17M · 271
Preferred Management Corporation Retirement Savings Plan (OK) $17M · 658
Everbank, N.a. 401(k) Plan (FL) $17M · 1,433

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 150 · 0 off
Controlscan Holdings, Inc. 401(k) Plan (KY) 150 · 0 off
Infovista 401(k) Retirement Plan (MA) 150 · 0 off
Jones Edmunds & Associates, Inc. 401(k) Plan (FL) 150 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westbrook 401(k) Plan assets move in 2023? ▼

Westbrook 401(k) Plan surged - up 167.1% during 2023, from $6M to $17M. Reported net income was $10M.

How have Westbrook Sales and Distributing Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Westbrook Sales and Distributing Corporation's sponsor-wide assets declined 18.7%, from $6M to $5M.

Which 401(k) plans are similar in size to Westbrook 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Peoples Mortgage 401(k) Plan in AZ ($17M, 292 participants).

Which 401(k) plans cover a similar participant headcount to Westbrook 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741712129.