401(k) · DOL Form 5500 · 2024

Westend Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$951K
Total assets Small plan by assets
68
Participants Small participant base
23rd
Percentile by assets National rank
$13,992
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

$951K in assets, 68 participants

Westend Holdings, Inc.'s Westend Holdings, Inc. 401(k) Plan reported $951K in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,569 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Westend Holdings, Inc. 401(k) Plan ranks #3,569 of 7,719 2024 filers by assets (2109% of the sector average)-$951K for 68 participants.

#3,569
in Other Services (7,719 peers)
-43.4%
assets change YoY

The plan reported a net loss of $730K 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 2024 · DOL Form 5500

$951,480 23rd percentile higher than 23% 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

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

Plan-year 2024 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 (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westend Holdings, Inc. 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $951K in the plan year 2024 filing.
  • Westend Holdings, Inc. 401(k) Plan reported net income fell from -$528K in the plan year 2023 filing to -$730K in the plan year 2024 filing.
  • Westend Holdings, Inc. 401(k) Plan reported participants rose from 64 in the plan year 2023 filing to 68 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 208907224 · Westend Holdings, Inc. PY 2024 · 401(k)

Westend Holdings, Inc. 401(k) Plan · $951K · 68 · 23rd

  • EOY $951K
  • 5500 68
  • ASSETS 23rd
  • PCT 401(k)
  • EIN near American Oggi 401(k) Plan
  • RANK ind #3569

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 →

Westend Holdings, Inc. 401(k) Plan in the asset neighbourhood

Westend Holdings, Inc. 401(k) PlanWestend Holdings, Inc. 401(k…$951KAmerican Oggi 401(k) Plan$952KAmerican Financial Funding Corp - 401(k) Profit Sharing PlanAmerican Financial Funding C…$951KCalligari & Associates, LLC Cross-Tested 401(k) Profit Sharing PlanCalligari & Associates, LLC …$952KIbc Messenger Inc 401(k) Profit Sharing Plan & TrustIbc Messenger Inc 401(k) Pro…$951K
End-of-year total assets ($M) among Westend Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$951K
Net Income-$730K
Employer EIN208907224
Plan Effective Date2007-04-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Westend Holdings, Inc.)

Sponsor-wide plan assets over time

All Westend Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$951K 43.425171006440685% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M 20232024 $1.68M $0.95M ▼ -43.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Westend Holdings, Inc. 401(k) Plan, Total assets ($B): 0.00095148 · Participants: 68Westend Holdings, Inc. 401(k) 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
Westend Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
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 American Oggi 401(k) Plan in NJ ($952K); by covered participants it is Cleverbridge, Inc. 401(k) Plan in IL (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Westend Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Westend Holdings, Inc. 401(k) Plan contracted severely - down 43.4% during 2024, from $2M to $951K. Reported net income was -$730K.
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.
Where does Westend Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Westend Holdings, Inc. 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
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 American Oggi 401(k) Plan in NJ ($952K, 11 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 Cleverbridge, Inc. 401(k) Plan in IL (68 participants, $8M 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 208907224.

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.