Civic Intelligence

Westwood Trust

Plan context: Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund

EIN 75-2712493 • 26 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

0

2024 Assets

$42,884,992

2024 Contributions

$0

Historical Graphs

Total Assets Over Time

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

$177,983,372$88,991,686$0199920122024YearValue
$42,884,992Latest year 2024

Participants Over Time

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

No historical points available.

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
202410$42,884,992$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$42,884,992--
202310$41,810,154$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$41,810,154--
202210$38,484,842$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$38,484,842--
202110$52,149,121$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$52,149,121--
202010$61,683,945$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$61,683,945--
201910$49,963,275$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$49,963,275--
201810$64,992,665$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$64,992,665--
201710$80,192,790$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$80,192,790--
201610$130,197,967$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$130,197,967--
201510$146,924,169$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$146,924,169--
201410$166,991,427$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$166,991,427--
201310$172,712,761$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$172,712,761--
201210$143,704,921$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$143,704,921--
201110$150,949,758$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$150,949,758--
201010$177,983,372$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$177,983,372--
200910$160,335,329$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund--$160,335,329--
200810$108,078,984$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund-0$108,078,984--
200710$97,424,175$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund-0$97,424,175--
200610$67,189,352$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund-0$67,189,352--
200510$45,283,822$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund-0$45,283,822--
200410$22,122,253$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund-0$22,122,253--
200310$17,799,643$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund-0$17,799,643--
200210$11,645,058$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund-0$11,645,058--
200110$11,796,491$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund-0$11,796,491--
200010$14,597,370$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund-0$14,597,370--
199910$14,812,330$0-
Westwood Trust Investment for Employee Benefit Plans Midcap Equity Fund-0$14,812,330--