Civic Intelligence

Westdale Asset Management Ltd

Plan context: Westdale Asset Management Ltd 401(K) Plan

EIN 75-2680425 • Dallas, TX • 76 filings • 11 plans

2550 Pacific AvenueSuite 1600Dallas, TX 75226
Current Snapshot

Latest Year

2024

2024 Participants

885

2024 Assets

$28,800,823

2024 Contributions

$2,543,561

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$28,800,823$14,400,412$0200020122024YearValue
$28,800,823Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,2686340199920122024YearValue
885Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243885$28,800,823$2,543,561$2,874iApproximate average salary by contribution assumption: employee only about $71,852 at 4% or $47,901 at 6%; with 50% employer match about $47,901 at 4% or $31,934 at 6%; with 100% employer match about $35,926 at 4% or $23,951 at 6%.
Westdale Asset Management Ltd 401(K) Plan-795$28,800,823$2,543,561$3,199iApproximate average salary by contribution assumption: employee only about $79,986 at 4% or $53,324 at 6%; with 50% employer match about $53,324 at 4% or $35,549 at 6%; with 100% employer match about $39,993 at 4% or $26,662 at 6%.
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-598---
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-885---
20233848$25,815,393$2,335,301$2,754iApproximate average salary by contribution assumption: employee only about $68,847 at 4% or $45,898 at 6%; with 50% employer match about $45,898 at 4% or $30,599 at 6%; with 100% employer match about $34,424 at 4% or $22,949 at 6%.
Westdale Asset Management Ltd 401(K) Plan-607$25,815,393$2,335,301$3,847iApproximate average salary by contribution assumption: employee only about $96,182 at 4% or $64,121 at 6%; with 50% employer match about $64,121 at 4% or $42,748 at 6%; with 100% employer match about $48,091 at 4% or $32,061 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-848---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-552---
20223757$22,127,671$2,186,267$2,888iApproximate average salary by contribution assumption: employee only about $72,202 at 4% or $48,134 at 6%; with 50% employer match about $48,134 at 4% or $32,090 at 6%; with 100% employer match about $36,101 at 4% or $24,067 at 6%.
Westdale Asset Management Ltd 401(K) Plan-545$22,127,671$2,186,267$4,011iApproximate average salary by contribution assumption: employee only about $100,287 at 4% or $66,858 at 6%; with 50% employer match about $66,858 at 4% or $44,572 at 6%; with 100% employer match about $50,144 at 4% or $33,429 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-757---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-519---
20213775$26,384,791$2,174,069$2,805iApproximate average salary by contribution assumption: employee only about $70,131 at 4% or $46,754 at 6%; with 50% employer match about $46,754 at 4% or $31,169 at 6%; with 100% employer match about $35,066 at 4% or $23,377 at 6%.
Westdale Asset Management Ltd 401(K) Plan-610$26,384,791$2,174,069$3,564iApproximate average salary by contribution assumption: employee only about $89,101 at 4% or $59,401 at 6%; with 50% employer match about $59,401 at 4% or $39,601 at 6%; with 100% employer match about $44,551 at 4% or $29,700 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-775---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-547---
20203806$23,522,882$2,231,538$2,769iApproximate average salary by contribution assumption: employee only about $69,216 at 4% or $46,144 at 6%; with 50% employer match about $46,144 at 4% or $30,763 at 6%; with 100% employer match about $34,608 at 4% or $23,072 at 6%.
Westdale Asset Management Ltd 401(K) Plan-636$23,522,882$2,231,538$3,509iApproximate average salary by contribution assumption: employee only about $87,718 at 4% or $58,478 at 6%; with 50% employer match about $58,478 at 4% or $38,986 at 6%; with 100% employer match about $43,859 at 4% or $29,239 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-806---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-595---
20193938$21,203,901$2,147,014$2,289iApproximate average salary by contribution assumption: employee only about $57,223 at 4% or $38,149 at 6%; with 50% employer match about $38,149 at 4% or $25,433 at 6%; with 100% employer match about $28,612 at 4% or $19,074 at 6%.
Westdale Asset Management Ltd 401(K) Plan-749$21,203,901$2,147,014$2,867iApproximate average salary by contribution assumption: employee only about $71,663 at 4% or $47,775 at 6%; with 50% employer match about $47,775 at 4% or $31,850 at 6%; with 100% employer match about $35,831 at 4% or $23,888 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-938---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-687---
20183968$16,967,371$2,008,848$2,075iApproximate average salary by contribution assumption: employee only about $51,881 at 4% or $34,588 at 6%; with 50% employer match about $34,588 at 4% or $23,058 at 6%; with 100% employer match about $25,941 at 4% or $17,294 at 6%.
Westdale Asset Management Ltd 401(K) Plan-745$16,967,371$2,008,848$2,696iApproximate average salary by contribution assumption: employee only about $67,411 at 4% or $44,941 at 6%; with 50% employer match about $44,941 at 4% or $29,960 at 6%; with 100% employer match about $33,706 at 4% or $22,470 at 6%.
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-736---
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-968---
201731,018$17,929,759$1,796,677$1,765iApproximate average salary by contribution assumption: employee only about $44,123 at 4% or $29,415 at 6%; with 50% employer match about $29,415 at 4% or $19,610 at 6%; with 100% employer match about $22,061 at 4% or $14,708 at 6%.
Westdale Asset Management Ltd 401(K) Plan-755$17,929,759$1,796,677$2,380iApproximate average salary by contribution assumption: employee only about $59,493 at 4% or $39,662 at 6%; with 50% employer match about $39,662 at 4% or $26,441 at 6%; with 100% employer match about $29,746 at 4% or $19,831 at 6%.
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-785---
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-1,018---
201631,268$14,890,829$1,633,034$1,288iApproximate average salary by contribution assumption: employee only about $32,197 at 4% or $21,465 at 6%; with 50% employer match about $21,465 at 4% or $14,310 at 6%; with 100% employer match about $16,099 at 4% or $10,732 at 6%.
Westdale Asset Management Ltd 401(K) Plan-715$14,890,829$1,633,034$2,284iApproximate average salary by contribution assumption: employee only about $57,099 at 4% or $38,066 at 6%; with 50% employer match about $38,066 at 4% or $25,377 at 6%; with 100% employer match about $28,550 at 4% or $19,033 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-1,268---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-776---
20153987$13,306,621$1,604,369$1,626iApproximate average salary by contribution assumption: employee only about $40,638 at 4% or $27,092 at 6%; with 50% employer match about $27,092 at 4% or $18,061 at 6%; with 100% employer match about $20,319 at 4% or $13,546 at 6%.
Westdale Asset Management Ltd 401(K) Plan-765$13,306,621$1,604,369$2,097iApproximate average salary by contribution assumption: employee only about $52,430 at 4% or $34,954 at 6%; with 50% employer match about $34,954 at 4% or $23,302 at 6%; with 100% employer match about $26,215 at 4% or $17,477 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-987---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-793---
20143962$13,342,322$1,646,900$1,712iApproximate average salary by contribution assumption: employee only about $42,799 at 4% or $28,533 at 6%; with 50% employer match about $28,533 at 4% or $19,022 at 6%; with 100% employer match about $21,399 at 4% or $14,266 at 6%.
Westdale Asset Management Ltd 401(K) Plan-751$13,342,322$1,646,900$2,193iApproximate average salary by contribution assumption: employee only about $54,824 at 4% or $36,549 at 6%; with 50% employer match about $36,549 at 4% or $24,366 at 6%; with 100% employer match about $27,412 at 4% or $18,275 at 6%.
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-781---
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-962---
201331,017$11,729,378$1,374,714$1,352iApproximate average salary by contribution assumption: employee only about $33,793 at 4% or $22,529 at 6%; with 50% employer match about $22,529 at 4% or $15,019 at 6%; with 100% employer match about $16,897 at 4% or $11,264 at 6%.
Westdale Asset Management Ltd 401(K) Plan-753$11,729,378$1,374,714$1,826iApproximate average salary by contribution assumption: employee only about $45,641 at 4% or $30,427 at 6%; with 50% employer match about $30,427 at 4% or $20,285 at 6%; with 100% employer match about $22,821 at 4% or $15,214 at 6%.
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-844---
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-1,017---
20123993$9,589,196$1,237,895$1,247iApproximate average salary by contribution assumption: employee only about $31,166 at 4% or $20,777 at 6%; with 50% employer match about $20,777 at 4% or $13,851 at 6%; with 100% employer match about $15,583 at 4% or $10,389 at 6%.
Westdale Asset Management Ltd 401(K) Plan-785$9,589,196$1,237,895$1,577iApproximate average salary by contribution assumption: employee only about $39,423 at 4% or $26,282 at 6%; with 50% employer match about $26,282 at 4% or $17,522 at 6%; with 100% employer match about $19,712 at 4% or $13,141 at 6%.
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-820---
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-993---
20113961$8,024,194$1,260,263$1,311iApproximate average salary by contribution assumption: employee only about $32,785 at 4% or $21,857 at 6%; with 50% employer match about $21,857 at 4% or $14,571 at 6%; with 100% employer match about $16,393 at 4% or $10,928 at 6%.
Westdale Asset Management Ltd 401(K) Plan-766$8,024,194$1,260,263$1,645iApproximate average salary by contribution assumption: employee only about $41,131 at 4% or $27,421 at 6%; with 50% employer match about $27,421 at 4% or $18,281 at 6%; with 100% employer match about $20,566 at 4% or $13,710 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-961---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-828---
201031,002$7,667,716$1,177,593$1,175iApproximate average salary by contribution assumption: employee only about $29,381 at 4% or $19,587 at 6%; with 50% employer match about $19,587 at 4% or $13,058 at 6%; with 100% employer match about $14,691 at 4% or $9,794 at 6%.
Westdale Asset Management Ltd 401(K) Plan-757$7,667,716$1,177,593$1,556iApproximate average salary by contribution assumption: employee only about $38,890 at 4% or $25,927 at 6%; with 50% employer match about $25,927 at 4% or $17,285 at 6%; with 100% employer match about $19,445 at 4% or $12,963 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-1,002---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-864---
200931,015$6,003,187$1,169,072$1,152iApproximate average salary by contribution assumption: employee only about $28,795 at 4% or $19,197 at 6%; with 50% employer match about $19,197 at 4% or $12,798 at 6%; with 100% employer match about $14,397 at 4% or $9,598 at 6%.
Westdale Asset Management Ltd 401(K) Plan-709$6,003,187$1,169,072$1,649iApproximate average salary by contribution assumption: employee only about $41,223 at 4% or $27,482 at 6%; with 50% employer match about $27,482 at 4% or $18,321 at 6%; with 100% employer match about $20,611 at 4% or $13,741 at 6%.
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-892---
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-1,015---
20083936$3,756,775$1,156,677$1,236iApproximate average salary by contribution assumption: employee only about $30,894 at 4% or $20,596 at 6%; with 50% employer match about $20,596 at 4% or $13,731 at 6%; with 100% employer match about $15,447 at 4% or $10,298 at 6%.
Westdale Asset Management Ltd 401(K) Plan-785$3,756,775$1,156,677$1,473iApproximate average salary by contribution assumption: employee only about $36,837 at 4% or $24,558 at 6%; with 50% employer match about $24,558 at 4% or $16,372 at 6%; with 100% employer match about $18,418 at 4% or $12,279 at 6%.
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-936---
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-936---
20073863$4,449,557$1,038,809$1,204iApproximate average salary by contribution assumption: employee only about $30,093 at 4% or $20,062 at 6%; with 50% employer match about $20,062 at 4% or $13,375 at 6%; with 100% employer match about $15,046 at 4% or $10,031 at 6%.
Westdale Asset Management Ltd 401(K) Plan-610$4,449,557$1,038,809$1,703iApproximate average salary by contribution assumption: employee only about $42,574 at 4% or $28,383 at 6%; with 50% employer match about $28,383 at 4% or $18,922 at 6%; with 100% employer match about $21,287 at 4% or $14,191 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-863---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-759---
20063746$3,444,149$849,205$1,138iApproximate average salary by contribution assumption: employee only about $28,459 at 4% or $18,972 at 6%; with 50% employer match about $18,972 at 4% or $12,648 at 6%; with 100% employer match about $14,229 at 4% or $9,486 at 6%.
Westdale Asset Management Ltd 401(K) Plan-595$3,444,149$849,205$1,427iApproximate average salary by contribution assumption: employee only about $35,681 at 4% or $23,787 at 6%; with 50% employer match about $23,787 at 4% or $15,858 at 6%; with 100% employer match about $17,840 at 4% or $11,894 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-746---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-663---
20053774$2,792,082$794,895$1,027iApproximate average salary by contribution assumption: employee only about $25,675 at 4% or $17,117 at 6%; with 50% employer match about $17,117 at 4% or $11,411 at 6%; with 100% employer match about $12,837 at 4% or $8,558 at 6%.
Westdale Asset Management Ltd 401(K) Plan-679$2,792,082$794,895$1,171iApproximate average salary by contribution assumption: employee only about $29,267 at 4% or $19,511 at 6%; with 50% employer match about $19,511 at 4% or $13,008 at 6%; with 100% employer match about $14,634 at 4% or $9,756 at 6%.
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-684---
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-774---
20043654$2,210,276$654,787$1,001iApproximate average salary by contribution assumption: employee only about $25,030 at 4% or $16,687 at 6%; with 50% employer match about $16,687 at 4% or $11,124 at 6%; with 100% employer match about $12,515 at 4% or $8,343 at 6%.
Westdale Asset Management Ltd 401(K) Plan-620$2,210,276$654,787$1,056iApproximate average salary by contribution assumption: employee only about $26,403 at 4% or $17,602 at 6%; with 50% employer match about $17,602 at 4% or $11,735 at 6%; with 100% employer match about $13,201 at 4% or $8,801 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-654---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-571---
20033556$1,678,156$530,501$954iApproximate average salary by contribution assumption: employee only about $23,853 at 4% or $15,902 at 6%; with 50% employer match about $15,902 at 4% or $10,602 at 6%; with 100% employer match about $11,927 at 4% or $7,951 at 6%.
Westdale Asset Management Ltd 401(K) Plan-482$1,678,156$530,501$1,101iApproximate average salary by contribution assumption: employee only about $27,516 at 4% or $18,344 at 6%; with 50% employer match about $18,344 at 4% or $12,229 at 6%; with 100% employer match about $13,758 at 4% or $9,172 at 6%.
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-518---
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-556---
20023526$1,230,403$659,792$1,254iApproximate average salary by contribution assumption: employee only about $31,359 at 4% or $20,906 at 6%; with 50% employer match about $20,906 at 4% or $13,937 at 6%; with 100% employer match about $15,679 at 4% or $10,453 at 6%.
Westdale Asset Management Ltd 401(K) Plan-318$1,230,403$659,792$2,075iApproximate average salary by contribution assumption: employee only about $51,870 at 4% or $34,580 at 6%; with 50% employer match about $34,580 at 4% or $23,054 at 6%; with 100% employer match about $25,935 at 4% or $17,290 at 6%.
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-526---
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-526---
20013826$1,016,617$746,724$904iApproximate average salary by contribution assumption: employee only about $22,601 at 4% or $15,067 at 6%; with 50% employer match about $15,067 at 4% or $10,045 at 6%; with 100% employer match about $11,300 at 4% or $7,534 at 6%.
Westdale Asset Management Ltd 401(K) Plan-464$1,016,617$746,724$1,609iApproximate average salary by contribution assumption: employee only about $40,233 at 4% or $26,822 at 6%; with 50% employer match about $26,822 at 4% or $17,881 at 6%; with 100% employer match about $20,116 at 4% or $13,411 at 6%.
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-794---
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-826---
20003776$406,507$480,916$620iApproximate average salary by contribution assumption: employee only about $15,493 at 4% or $10,329 at 6%; with 50% employer match about $10,329 at 4% or $6,886 at 6%; with 100% employer match about $7,747 at 4% or $5,164 at 6%.
Westdale Asset Management Ltd 401(K) Plan-307$406,507$480,916$1,567iApproximate average salary by contribution assumption: employee only about $39,163 at 4% or $26,108 at 6%; with 50% employer match about $26,108 at 4% or $17,406 at 6%; with 100% employer match about $19,581 at 4% or $13,054 at 6%.
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-738---
Westdale Welfare Benefit Plan No. 502 Disability, Accidental Death & Life-776---
19991533$0$0-
Westdale Welfare Benefit Plan Medical, Dental & Life Insurance-533---