401(k) · DOL Form 5500 · 2024

Westwood Holdings Group, Inc. Savings Plan 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
151
Participants Small participant base
85th
Percentile by assets National rank
$341,897
Avg per participant High balance/head
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Official DOL plan name: Westwood Holdings Group, Inc. Savings Plan · Sponsored by Westwood Holdings Group, Inc. Savings Plan · Texas · Finance & Insurance

$52M in assets, 151 participants

Westwood Holdings Group, Inc. Savings Plan's Westwood Holdings Group, Inc. Savings Plan reported $52M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,501 in Finance & Insurance (8,549 peers)

Coverage in Texas

Westwood Holdings Group, Inc. Savings Plan covers 151 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $52M.

#6,501
in Finance & Insurance (8,549 peers)
+7.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Westwood Holdings Group, Inc. Savings Plan's outsized position by total assets

Westwood Holdings Group, Inc. Savings Plan vs every filed plan by assets

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

$51,626,431 Top 15% higher than 85% 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

Westwood Holdings Group, Inc. 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. Westwood Holdings Group, Inc. Savings Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westwood Holdings Group, Inc. Savings Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Westwood Holdings Group, Inc. Savings Plan reported participants fell from 168 in the plan year 2023 filing to 151 in the plan year 2024 filing.
  • Westwood Holdings Group, Inc. Savings Plan end-of-year assets rose from $48M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752969997 · Westwood Holdings Group, Inc. Savings Plan PY 2024 · 401(k)

Westwood Holdings Group, Inc. Savings Plan · $52M · 151 · 85th

  • EOY $52M
  • 5500 151
  • ASSETS 85th
  • PCT 401(k)
  • EIN near The Neuromedical Center, Inc. Profit Sharing Plan
  • RANK ind #6501

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 Texas →

Westwood Holdings Group, Inc. Savings Plan in the asset neighbourhood

Westwood Holdings Group, Inc. Savings PlanWestwood Holdings Group, Inc…$52MThe Neuromedical Center, Inc. Profit Sharing PlanThe Neuromedical Center, Inc…$52MJasper Seating, Inc. Employees Retirement Savings PlanJasper Seating, Inc. Employe…$52MBachem Americas, Inc. 401(k) Profit Sharing PlanBachem Americas, Inc. 401(k)…$52MM. Management, Inc. 401(k) PlanM. Management, Inc. 401(k) P…$52M
End-of-year total assets ($M) among Westwood Holdings Group, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$52M
Net Income$3M
Employer EIN752969997
Plan Effective Date2002-05-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Westwood Holdings Group, Inc. Savings Plan)

Sponsor-wide plan assets over time

All Westwood Holdings Group, Inc. Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$52M 13.679680524582446% vs 2022
2024 filing year
$44M$46M$48M$50M$52M$54M 202220232024 $45.4M $51.6M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 137 $45M
2023 1 168 $48M
2024 1 151 $52M

Nearby 401(k) Plans in Texas

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

Westwood Holdings Group, Inc. Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Westwood Holdings Group, Inc. Savings Plan, Total assets ($B): 0.051626431 · Participants: 151Westwood Holdings Group, Inc. Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Westwood Holdings Group, Inc. Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Westwood Holdings Group, Inc. Savings Plan side-by-side with 3 peers →

Westwood Holdings Group, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Neuromedical Center, Inc. Profit Sharing Plan in LA ($52M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Westwood Holdings Group, Inc. Savings Plan assets move in 2024? ▼
Westwood Holdings Group, Inc. Savings Plan grew at a solid clip - up 7.1% during 2024, from $48M to $52M. Reported net income was $3M.
How have Westwood Holdings Group, Inc. Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westwood Holdings Group, Inc. Savings Plan's sponsor-wide assets grew 13.7%, from $45M to $52M.
Where does Westwood Holdings Group, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Westwood Holdings Group, Inc. Savings Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Westwood Holdings Group, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Neuromedical Center, Inc. Profit Sharing Plan in LA ($52M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Westwood Holdings Group, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 participants, N/A 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 752969997.

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.