401(k) · DOL Form 5500 · 2024

Westerwood Global USA Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
574
Participants Below avg headcount
36th
Percentile by assets National rank
$5,880
Avg per participant Low balance/head
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Official DOL plan name: Wgnstar 401(k) Plan · Sponsored by Westerwood Global USA Corporation · New York · Professional & Technical Services

$3M in assets, 574 participants

Westerwood Global USA Corporation's Wgnstar 401(k) Plan reported $3M in total assets and 574 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,536 in Professional & Technical Services (20,173 peers)

Westerwood Global USA Corporation multi-year trail

Westerwood Global USA Corporation's plans moved +1809.4% in assets from 2022 to 2024; this filing shows Wgnstar 401(k) Plan at $3M / 574 participants.

#6,536
in Professional & Technical Services (20,173 peers)
+93.3%
assets growth YoY

Wgnstar 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$3,375,059 36th percentile higher than 36% 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

Wgnstar 401(k) 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. Wgnstar 401(k) Plan sits mid-pack in the medium band (574 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Wgnstar 401(k) Plan reported net income rose from -$35K in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • Wgnstar 401(k) Plan end-of-year assets rose from $177K in the plan year 2022 filing to $3M in the plan year 2024 filing.
  • Wgnstar 401(k) Plan reported participants rose from 267 in the plan year 2022 filing to 574 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 800905560 · Westerwood Global USA Corporation PY 2024 · 401(k)

Wgnstar 401(k) Plan · $3M · 574 · 36th

  • BOY $3M
  • BOY 574
  • BOY 36th
  • BOY 401(k)
  • BOY near Southeast Pet 401(k) Profit Sharing Plan
  • BOY ind #6536

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 New York →

Wgnstar 401(k) Plan in the asset neighbourhood

Wgnstar 401(k) Plan$3MSoutheast Pet 401(k) Profit Sharing PlanSoutheast Pet 401(k) Profit …$3MHazel Health Services 401(k) PlanHazel Health Services 401(k)…$3MGiant Steps Illinois, Inc. 401(k) PlanGiant Steps Illinois, Inc. 4…$3MTilting Point Media 401(k) Savings PlanTilting Point Media 401(k) S…$3M
End-of-year total assets ($M) among Wgnstar 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Westerwood Global USA Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Westerwood Global USA Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1809.358806091738% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 20222024 $0.18M $3.38M ▲ +1777.8%
Year Plans Participants Total Assets
2022 1 267 $177K
2024 1 574 $3M

Westerwood Global USA Corporation filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN800905560
Plan Effective Date2018-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Wgnstar 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wgnstar 401(k) Plan, Total assets ($B): 0.003375059 · Participants: 574Wgnstar 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Wgnstar 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wgnstar 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Southeast Pet 401(k) Profit Sharing Plan in GA ($3M); by covered participants it is Nederman Holding USA, Inc. 401(k) Plan in NC (574 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (574 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 Wgnstar 401(k) Plan assets move in 2024? ▼
Wgnstar 401(k) Plan surged - up 93.3% during 2024, from $2M to $3M. Reported net income was $1M.
How have Westerwood Global USA Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Westerwood Global USA Corporation's sponsor-wide assets grew 1809.4%, from $177K to $3M.
Which 401(k) plans are similar in size to Wgnstar 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southeast Pet 401(k) Profit Sharing Plan in GA ($3M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Wgnstar 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nederman Holding USA, Inc. 401(k) Plan in NC (574 participants, $42M 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 800905560.

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.