401(k) · DOL Form 5500 · 2023

Westend Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 64
Participants Small participant base: 29th
Percentile by assets National rank: $26,278
Avg per participant Low balance/head

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Official DOL plan name: Westend Holdings, Inc. 401(k) Plan · Sponsored by Westend Holdings, Inc. · Texas · Other Services

$2M in assets, 64 participants

Westend Holdings, Inc.'s Westend Holdings, Inc. 401(k) Plan reported $2M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

#4,209 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Westend Holdings, Inc. 401(k) Plan ranks #4,209 of 7,857 2023 filers by assets (1193% of the sector average)-$2M for 64 participants.

#4,209
in Other Services (7,857 peers): -23.9%
assets change YoY

The plan reported a net loss of $528K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westend Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Westend Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$1,681,808 29th percentile higher than 29% 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

Westend Holdings, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westend Holdings, Inc. 401(k) Plan is a small filing (64 participants) on this national headcount ladder.

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%)

Form 5500 schedule snapshot

Filing strip 208907224 · Westend Holdings, Inc. PY 2023 · 401(k)

Westend Holdings, Inc. 401(k) Plan · $2M · 64 · 29th

TYPE $2M
TYPE 64
TYPE 29th
TYPE 401(k)
TYPE near Capital Foot & Ankle 401(k) Plan & Trust
TYPE ind #4209

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 Texas →

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

Other Services filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$528K
Employer EIN	208907224
Plan Effective Date	2007-04-25
Filing Status	FILING RECEIVED

Sponsor Plan History (Westend Holdings, Inc.)

Latest sponsor-wide plan assets: $951K 43.425171006440685% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	64	$2M
2024	1	68	$951K

Nearby 401(k) Plans in Texas

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

Westend Holdings, Inc. 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 Westend Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Capital Foot & Ankle 401(k) Plan & Trust in CA ($2M); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Capital Foot & Ankle 401(k) Plan & Trust (CA) $2M · 25
Abrams Hebrew Academy 401(k) Profit Sharing Plan (PA) $2M · 33
Key Equipment & Supply Company 401(k) Plan (MO) $2M · 49
Jack E. Wasserstein, D.D.S. Profit Sharing Plan (CA) $2M · 3

Similar participant headcount

Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.

Ekso Bionics 401(k) Plan (CA) 64 · 0 off
Reliable Appliance Installation Inc. 401(k) Plan (OH) 64 · 0 off
Peppers Automotive Group 401(k) Plan (TN) 64 · 0 off
Eq Lab Savings & Retirement Plan (PR) 64 · 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 Westend Holdings, Inc. 401(k) Plan assets move in 2023? ▼

Westend Holdings, Inc. 401(k) Plan declined sharply - down 23.9% during 2023, from $2M to $2M. Reported net income was -$528K.

How have Westend Holdings, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Westend Holdings, Inc.'s sponsor-wide assets declined 43.4%, from $2M to $951K.

Which 401(k) plans are similar in size to Westend Holdings, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Capital Foot & Ankle 401(k) Plan & Trust in CA ($2M, 25 participants).

Which 401(k) plans cover a similar participant headcount to Westend Holdings, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ekso Bionics 401(k) Plan in CA (64 participants, $6M 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 208907224.