Plan Ledger DOL Form 5500 · updated monthly

Westlake Properities Inc Westlake Village Inn401(k)

WESTLAKE VILLAGE INN 401(K) PROFIT SHARING PLAN & TRUST · WESTLAKE VILLAGE, CA · plan year 2022

Reported admin expense ratio · 2022
0.22%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Westlake Properities Inc Westlake Village Inn reported $9,404 in plan administrative expenses for 2022: 0.22% of average plan assets, below the peer median. Employer contributions averaged $796 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (7,372nd of 9,483), and the 1,017th of 2,240 in accommodation & food services. In 2022, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,040,074
Participants with balances76
Active participants171
Employer contributions$136,114
Employee contributions$243,523
Employer contribution per active participant$796
Average account balance$53,159
Benefits paid to participants$41,329
Plan auditUnmodified (clean) audit opinion
The Westlake Properities Inc Westlake Village Inn 401(k) match · 2022
Employer contribution per active participant$796
Median for plans this size$1,114

Westlake Properities Inc Westlake Village Inn's 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,404 · 0.22%
Similar plansAccommodation & Food Services · California
Epicurean Group CA$4.3M · 0.50%
Elpx LLC CA$4.3M · 0.79%
Crowne Plaza Foster City CA$4.2M · 0.67%
Shakey's USA, Inc. CA$3.9M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 222013733 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.