Profit Sharing · DOL Form 5500 · 2024

Westminster Village, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
262
Participants Below avg headcount
38th
Percentile by assets National rank
$14,654
Avg per participant Low balance/head
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Official DOL plan name: Westminster Village, Inc. 403(b) Plan · Sponsored by Westminster Village, Inc. · Arizona · Other Services

$4M in assets, 262 participants

Westminster Village, Inc.'s Westminster Village, Inc. 403(b) Plan reported $4M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,695 in Other Services (7,719 peers)

Coverage in Arizona

Westminster Village, Inc. 403(b) Plan covers 262 participants in Arizona, about 46% of the average Arizona filer (state average ~564 per filing). Assets: $4M.

#4,695
in Other Services (7,719 peers)
+5.4%
assets growth YoY

Westminster Village, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers

Westminster Village, Inc. 403(b) Plan vs every filed plan by assets

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

$3,839,283 38th percentile higher than 38% 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

Westminster Village, Inc. 403(b) 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. Westminster Village, Inc. 403(b) Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westminster Village, Inc. 403(b) Plan reported net income fell from $750K in the plan year 2023 filing to $198K in the plan year 2024 filing.
  • Westminster Village, Inc. 403(b) Plan reported participants rose from 189 in the plan year 2023 filing to 262 in the plan year 2024 filing.
  • Westminster Village, Inc. 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860424020 · Westminster Village, Inc. PY 2024 · Profit Sharing

Westminster Village, Inc. 403(b) Plan · $4M · 262 · 38th

  • PART $4M
  • TYPE 262
  • NET 38th
  • BOOK Profit Sharing
  • VS-ST near Jubilee Landscape Management, Inc. Profit Sharing Plan
  • BOY ind #4695

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 Other Services retirement plans → · Plans in Arizona →

Westminster Village, Inc. 403(b) Plan in the asset neighbourhood

Westminster Village, Inc. 403(b) PlanWestminster Village, Inc. 40…$4MJubilee Landscape Management, Inc. Profit Sharing PlanJubilee Landscape Management…$4MMammoth Holdings, LLC 401(k) Profit Sharing PlanMammoth Holdings, LLC 401(k)…$4MVictor Tenenbaum Merrill Lynch Profit Sharing PlanVictor Tenenbaum Merrill Lyn…$4MLeftin Investment Co. Profit Sharing PlanLeftin Investment Co. Profit…$4M
End-of-year total assets ($M) among Westminster Village, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$198K
Employer EIN860424020
Plan Effective Date1996-08-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Westminster Village, Inc.)

Sponsor-wide plan assets over time

All Westminster Village, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 32.76456377658467% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.89M $3.84M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 191 $3M
2023 1 189 $4M
2024 1 262 $4M

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Westminster Village, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 020406080 Total assets ($M) Participants Westminster Village, Inc. 403(b) Plan, Total assets ($M): 3.839283 · Participants: 262Westminster Village, Inc. 403(b) PlanPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC Plan
Westminster Village, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Westminster Village, Inc. 403(b) Plan side-by-side with 3 peers →

Westminster Village, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Jubilee Landscape Management, Inc. Profit Sharing Plan in AL ($4M); by covered participants it is Mahaska Bottling Company 401(k) Plan in IA (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Westminster Village, Inc. 403(b) Plan assets move in 2024? ▼
Westminster Village, Inc. 403(b) Plan grew at a solid clip - up 5.4% during 2024, from $4M to $4M. Reported net income was $198K.
How have Westminster Village, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westminster Village, Inc.'s sponsor-wide assets grew 32.8%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Westminster Village, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jubilee Landscape Management, Inc. Profit Sharing Plan in AL ($4M, 29 participants).
Which Profit Sharing plans cover a similar participant headcount to Westminster Village, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mahaska Bottling Company 401(k) Plan in IA (262 participants, $15M 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 860424020.

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.