The Western Group Inc.
Plan context: The Western Group Profit Sharing & 401K Plan
EIN 43-0634668 • 38 filings • 5 plans
Current Snapshot
Latest Year
2021
2021 Participants
563
2021 Assets
$40,528,270
2021 Contributions
$3,224,955
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 563 | $40,528,270 | $3,224,955 | $5,728iApproximate average salary by contribution assumption: employee only about $143,204 at 4% or $95,469 at 6%; with 50% employer match about $95,469 at 4% or $63,646 at 6%; with 100% employer match about $71,602 at 4% or $47,735 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 563 | $40,528,270 | $3,224,955 | $5,728iApproximate average salary by contribution assumption: employee only about $143,204 at 4% or $95,469 at 6%; with 50% employer match about $95,469 at 4% or $63,646 at 6%; with 100% employer match about $71,602 at 4% or $47,735 at 6%. |
| 2020 | 1 | 578 | $36,859,097 | $3,911,425 | $6,767iApproximate average salary by contribution assumption: employee only about $169,179 at 4% or $112,786 at 6%; with 50% employer match about $112,786 at 4% or $75,191 at 6%; with 100% employer match about $84,590 at 4% or $56,393 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 578 | $36,859,097 | $3,911,425 | $6,767iApproximate average salary by contribution assumption: employee only about $169,179 at 4% or $112,786 at 6%; with 50% employer match about $112,786 at 4% or $75,191 at 6%; with 100% employer match about $84,590 at 4% or $56,393 at 6%. |
| 2019 | 1 | 545 | $31,264,325 | $3,346,969 | $6,141iApproximate average salary by contribution assumption: employee only about $153,531 at 4% or $102,354 at 6%; with 50% employer match about $102,354 at 4% or $68,236 at 6%; with 100% employer match about $76,765 at 4% or $51,177 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 545 | $31,264,325 | $3,346,969 | $6,141iApproximate average salary by contribution assumption: employee only about $153,531 at 4% or $102,354 at 6%; with 50% employer match about $102,354 at 4% or $68,236 at 6%; with 100% employer match about $76,765 at 4% or $51,177 at 6%. |
| 2018 | 1 | 696 | $25,822,577 | $2,533,167 | $3,640iApproximate average salary by contribution assumption: employee only about $90,990 at 4% or $60,660 at 6%; with 50% employer match about $60,660 at 4% or $40,440 at 6%; with 100% employer match about $45,495 at 4% or $30,330 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 696 | $25,822,577 | $2,533,167 | $3,640iApproximate average salary by contribution assumption: employee only about $90,990 at 4% or $60,660 at 6%; with 50% employer match about $60,660 at 4% or $40,440 at 6%; with 100% employer match about $45,495 at 4% or $30,330 at 6%. |
| 2017 | 1 | 744 | $27,159,131 | $2,649,726 | $3,561iApproximate average salary by contribution assumption: employee only about $89,036 at 4% or $59,358 at 6%; with 50% employer match about $59,358 at 4% or $39,572 at 6%; with 100% employer match about $44,518 at 4% or $29,679 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 744 | $27,159,131 | $2,649,726 | $3,561iApproximate average salary by contribution assumption: employee only about $89,036 at 4% or $59,358 at 6%; with 50% employer match about $59,358 at 4% or $39,572 at 6%; with 100% employer match about $44,518 at 4% or $29,679 at 6%. |
| 2016 | 1 | 547 | $21,956,460 | $2,027,355 | $3,706iApproximate average salary by contribution assumption: employee only about $92,658 at 4% or $61,772 at 6%; with 50% employer match about $61,772 at 4% or $41,181 at 6%; with 100% employer match about $46,329 at 4% or $30,886 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 547 | $21,956,460 | $2,027,355 | $3,706iApproximate average salary by contribution assumption: employee only about $92,658 at 4% or $61,772 at 6%; with 50% employer match about $61,772 at 4% or $41,181 at 6%; with 100% employer match about $46,329 at 4% or $30,886 at 6%. |
| 2015 | 1 | 514 | $20,493,881 | $1,293,747 | $2,517iApproximate average salary by contribution assumption: employee only about $62,925 at 4% or $41,950 at 6%; with 50% employer match about $41,950 at 4% or $27,967 at 6%; with 100% employer match about $31,463 at 4% or $20,975 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 514 | $20,493,881 | $1,293,747 | $2,517iApproximate average salary by contribution assumption: employee only about $62,925 at 4% or $41,950 at 6%; with 50% employer match about $41,950 at 4% or $27,967 at 6%; with 100% employer match about $31,463 at 4% or $20,975 at 6%. |
| 2014 | 2 | 504 | $20,597,417 | $4,334,924 | $8,601iApproximate average salary by contribution assumption: employee only about $215,026 at 4% or $143,351 at 6%; with 50% employer match about $143,351 at 4% or $95,567 at 6%; with 100% employer match about $107,513 at 4% or $71,675 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 504 | $20,597,417 | $2,544,673 | $5,049iApproximate average salary by contribution assumption: employee only about $126,224 at 4% or $84,149 at 6%; with 50% employer match about $84,149 at 4% or $56,099 at 6%; with 100% employer match about $63,112 at 4% or $42,075 at 6%. |
| The Western Group Pension Plan | - | 0 | - | $1,790,251 | - |
| 2013 | 2 | 503 | $27,638,114 | $1,099,815 | $2,187iApproximate average salary by contribution assumption: employee only about $54,663 at 4% or $36,442 at 6%; with 50% employer match about $36,442 at 4% or $24,295 at 6%; with 100% employer match about $27,331 at 4% or $18,221 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 503 | $18,413,900 | $1,099,815 | $2,187iApproximate average salary by contribution assumption: employee only about $54,663 at 4% or $36,442 at 6%; with 50% employer match about $36,442 at 4% or $24,295 at 6%; with 100% employer match about $27,331 at 4% or $18,221 at 6%. |
| The Western Group Pension Plan | - | 171 | $9,224,214 | - | - |
| 2012 | 2 | 485 | $24,940,913 | $2,099,708 | $4,329iApproximate average salary by contribution assumption: employee only about $108,232 at 4% or $72,155 at 6%; with 50% employer match about $72,155 at 4% or $48,103 at 6%; with 100% employer match about $54,116 at 4% or $36,077 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 485 | $15,385,515 | $1,099,708 | $2,267iApproximate average salary by contribution assumption: employee only about $56,686 at 4% or $37,791 at 6%; with 50% employer match about $37,791 at 4% or $25,194 at 6%; with 100% employer match about $28,343 at 4% or $18,895 at 6%. |
| The Western Group Pension Plan | - | 183 | $9,555,398 | $1,000,000 | $5,464iApproximate average salary by contribution assumption: employee only about $136,612 at 4% or $91,075 at 6%; with 50% employer match about $91,075 at 4% or $60,716 at 6%; with 100% employer match about $68,306 at 4% or $45,537 at 6%. |
| 2011 | 2 | 450 | $21,638,804 | $1,871,796 | $4,160iApproximate average salary by contribution assumption: employee only about $103,989 at 4% or $69,326 at 6%; with 50% employer match about $69,326 at 4% or $46,217 at 6%; with 100% employer match about $51,994 at 4% or $34,663 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 450 | $13,390,345 | $996,796 | $2,215iApproximate average salary by contribution assumption: employee only about $55,378 at 4% or $36,918 at 6%; with 50% employer match about $36,918 at 4% or $24,612 at 6%; with 100% employer match about $27,689 at 4% or $18,459 at 6%. |
| The Western Group Pension Plan | - | 198 | $8,248,459 | $875,000 | $4,419iApproximate average salary by contribution assumption: employee only about $110,480 at 4% or $73,653 at 6%; with 50% employer match about $73,653 at 4% or $49,102 at 6%; with 100% employer match about $55,240 at 4% or $36,827 at 6%. |
| 2010 | 2 | 479 | $21,636,314 | $2,960,044 | $6,180iApproximate average salary by contribution assumption: employee only about $154,491 at 4% or $102,994 at 6%; with 50% employer match about $102,994 at 4% or $68,663 at 6%; with 100% employer match about $77,245 at 4% or $51,497 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 479 | $13,780,909 | $997,016 | $2,081iApproximate average salary by contribution assumption: employee only about $52,036 at 4% or $34,691 at 6%; with 50% employer match about $34,691 at 4% or $23,127 at 6%; with 100% employer match about $26,018 at 4% or $17,345 at 6%. |
| The Western Group Pension Plan | - | 240 | $7,855,405 | $1,963,028 | $8,179iApproximate average salary by contribution assumption: employee only about $204,482 at 4% or $136,321 at 6%; with 50% employer match about $136,321 at 4% or $90,881 at 6%; with 100% employer match about $102,241 at 4% or $68,161 at 6%. |
| 2009 | 2 | 415 | $18,513,836 | $1,063,881 | $2,564iApproximate average salary by contribution assumption: employee only about $64,089 at 4% or $42,726 at 6%; with 50% employer match about $42,726 at 4% or $28,484 at 6%; with 100% employer match about $32,045 at 4% or $21,363 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 415 | $12,452,933 | $1,063,881 | $2,564iApproximate average salary by contribution assumption: employee only about $64,089 at 4% or $42,726 at 6%; with 50% employer match about $42,726 at 4% or $28,484 at 6%; with 100% employer match about $32,045 at 4% or $21,363 at 6%. |
| The Western Group Pension Plan | - | 303 | $6,060,903 | - | - |
| 2008 | 2 | 416 | $16,875,756 | $1,323,318 | $3,181iApproximate average salary by contribution assumption: employee only about $79,526 at 4% or $53,018 at 6%; with 50% employer match about $53,018 at 4% or $35,345 at 6%; with 100% employer match about $39,763 at 4% or $26,509 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 416 | $10,491,208 | $1,010,709 | $2,430iApproximate average salary by contribution assumption: employee only about $60,740 at 4% or $40,493 at 6%; with 50% employer match about $40,493 at 4% or $26,995 at 6%; with 100% employer match about $30,370 at 4% or $20,247 at 6%. |
| The Western Group Pension Plan | - | 351 | $6,384,548 | $312,609 | $891iApproximate average salary by contribution assumption: employee only about $22,266 at 4% or $14,844 at 6%; with 50% employer match about $14,844 at 4% or $9,896 at 6%; with 100% employer match about $11,133 at 4% or $7,422 at 6%. |
| 2007 | 2 | 395 | $21,922,916 | $1,574,289 | $3,986iApproximate average salary by contribution assumption: employee only about $99,639 at 4% or $66,426 at 6%; with 50% employer match about $66,426 at 4% or $44,284 at 6%; with 100% employer match about $49,819 at 4% or $33,213 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 359 | $14,034,028 | $959,914 | $2,674iApproximate average salary by contribution assumption: employee only about $66,846 at 4% or $44,564 at 6%; with 50% employer match about $44,564 at 4% or $29,710 at 6%; with 100% employer match about $33,423 at 4% or $22,282 at 6%. |
| The Western Group Pension Plan | - | 395 | $7,888,888 | $614,375 | $1,555iApproximate average salary by contribution assumption: employee only about $38,884 at 4% or $25,923 at 6%; with 50% employer match about $25,923 at 4% or $17,282 at 6%; with 100% employer match about $19,442 at 4% or $12,961 at 6%. |
| 2006 | 2 | 396 | $22,182,543 | $1,694,939 | $4,280iApproximate average salary by contribution assumption: employee only about $107,004 at 4% or $71,336 at 6%; with 50% employer match about $71,336 at 4% or $47,557 at 6%; with 100% employer match about $53,502 at 4% or $35,668 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 396 | $14,046,592 | $1,028,580 | $2,597iApproximate average salary by contribution assumption: employee only about $64,936 at 4% or $43,290 at 6%; with 50% employer match about $43,290 at 4% or $28,860 at 6%; with 100% employer match about $32,468 at 4% or $21,645 at 6%. |
| The Western Group Pension Plan | - | 355 | $8,135,951 | $666,359 | $1,877iApproximate average salary by contribution assumption: employee only about $46,927 at 4% or $31,284 at 6%; with 50% employer match about $31,284 at 4% or $20,856 at 6%; with 100% employer match about $23,463 at 4% or $15,642 at 6%. |
| 2005 | 2 | 407 | $19,621,580 | $1,428,686 | $3,510iApproximate average salary by contribution assumption: employee only about $87,757 at 4% or $58,505 at 6%; with 50% employer match about $58,505 at 4% or $39,003 at 6%; with 100% employer match about $43,879 at 4% or $29,252 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 407 | $12,258,042 | $991,734 | $2,437iApproximate average salary by contribution assumption: employee only about $60,917 at 4% or $40,612 at 6%; with 50% employer match about $40,612 at 4% or $27,074 at 6%; with 100% employer match about $30,459 at 4% or $20,306 at 6%. |
| The Western Group Pension Plan | - | 346 | $7,363,538 | $436,952 | $1,263iApproximate average salary by contribution assumption: employee only about $31,572 at 4% or $21,048 at 6%; with 50% employer match about $21,048 at 4% or $14,032 at 6%; with 100% employer match about $15,786 at 4% or $10,524 at 6%. |
| 2004 | 2 | 461 | $19,387,685 | $924,588 | $2,006iApproximate average salary by contribution assumption: employee only about $50,140 at 4% or $33,427 at 6%; with 50% employer match about $33,427 at 4% or $22,285 at 6%; with 100% employer match about $25,070 at 4% or $16,713 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 461 | $11,575,015 | $924,588 | $2,006iApproximate average salary by contribution assumption: employee only about $50,140 at 4% or $33,427 at 6%; with 50% employer match about $33,427 at 4% or $22,285 at 6%; with 100% employer match about $25,070 at 4% or $16,713 at 6%. |
| The Western Group Pension Plan | - | 359 | $7,812,670 | - | - |
| 2003 | 2 | 1,127 | $18,939,313 | $902,669 | $801iApproximate average salary by contribution assumption: employee only about $20,024 at 4% or $13,349 at 6%; with 50% employer match about $13,349 at 4% or $8,899 at 6%; with 100% employer match about $10,012 at 4% or $6,675 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 1,127 | $10,911,739 | $902,669 | $801iApproximate average salary by contribution assumption: employee only about $20,024 at 4% or $13,349 at 6%; with 50% employer match about $13,349 at 4% or $8,899 at 6%; with 100% employer match about $10,012 at 4% or $6,675 at 6%. |
| The Western Group Pension Plan | - | 339 | $8,027,574 | - | - |
| 2002 | 1 | 392 | $10,259,776 | $768,852 | $1,961iApproximate average salary by contribution assumption: employee only about $49,034 at 4% or $32,689 at 6%; with 50% employer match about $32,689 at 4% or $21,793 at 6%; with 100% employer match about $24,517 at 4% or $16,345 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 392 | $10,259,776 | $768,852 | $1,961iApproximate average salary by contribution assumption: employee only about $49,034 at 4% or $32,689 at 6%; with 50% employer match about $32,689 at 4% or $21,793 at 6%; with 100% employer match about $24,517 at 4% or $16,345 at 6%. |
| 2001 | 2 | 381 | $20,547,603 | $1,158,610 | $3,041iApproximate average salary by contribution assumption: employee only about $76,024 at 4% or $50,683 at 6%; with 50% employer match about $50,683 at 4% or $33,789 at 6%; with 100% employer match about $38,012 at 4% or $25,341 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 381 | $11,119,309 | $1,158,610 | $3,041iApproximate average salary by contribution assumption: employee only about $76,024 at 4% or $50,683 at 6%; with 50% employer match about $50,683 at 4% or $33,789 at 6%; with 100% employer match about $38,012 at 4% or $25,341 at 6%. |
| The Western Group Pension Plan | - | 317 | $9,428,294 | - | - |
| 2000 | 2 | 403 | $10,326,520 | $1,148,438 | $2,850iApproximate average salary by contribution assumption: employee only about $71,243 at 4% or $47,495 at 6%; with 50% employer match about $47,495 at 4% or $31,664 at 6%; with 100% employer match about $35,622 at 4% or $23,748 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 403 | $10,326,520 | $1,148,438 | $2,850iApproximate average salary by contribution assumption: employee only about $71,243 at 4% or $47,495 at 6%; with 50% employer match about $47,495 at 4% or $31,664 at 6%; with 100% employer match about $35,622 at 4% or $23,748 at 6%. |
| The Western Group Pension Plan | - | 361 | - | - | - |
| 1999 | 2 | 364 | $20,687,561 | $1,137,183 | $3,124iApproximate average salary by contribution assumption: employee only about $78,103 at 4% or $52,069 at 6%; with 50% employer match about $52,069 at 4% or $34,713 at 6%; with 100% employer match about $39,052 at 4% or $26,034 at 6%. |
| The Western Group Profit Sharing & 401K Plan | - | 345 | $10,800,162 | $1,137,183 | $3,296iApproximate average salary by contribution assumption: employee only about $82,405 at 4% or $54,936 at 6%; with 50% employer match about $54,936 at 4% or $36,624 at 6%; with 100% employer match about $41,202 at 4% or $27,468 at 6%. |
| The Western Group Pension Plan | - | 364 | $9,887,399 | - | - |