Civic Intelligence

Westwood Holdings Group Inc.

Plan context: Westwood Holdings Group Inc. Savings Plan

EIN 75-2969997 • Dallas, TX • 23 filings • 1 plans

200 Crescent CourtSuite 1200Dallas, TX 75201-1855
Current Snapshot

Latest Year

2024

2024 Participants

151

2024 Assets

$51,626,431

2024 Contributions

$5,758,750

Historical Graphs

Total Assets Over Time

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

$53,367,000$26,683,500$0200220142024YearValue
$51,626,431Latest year 2024

Participants Over Time

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

167840200220132024YearValue
151Latest 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
20241151$51,626,431$5,758,750$38,137iApproximate average salary by contribution assumption: employee only about $953,435 at 4% or $635,624 at 6%; with 50% employer match about $635,624 at 4% or $423,749 at 6%; with 100% employer match about $476,718 at 4% or $317,812 at 6%.
Westwood Holdings Group Inc. Savings Plan-151$51,626,431$5,758,750$38,137iApproximate average salary by contribution assumption: employee only about $953,435 at 4% or $635,624 at 6%; with 50% employer match about $635,624 at 4% or $423,749 at 6%; with 100% employer match about $476,718 at 4% or $317,812 at 6%.
20231146$48,189,053$4,465,015$30,582iApproximate average salary by contribution assumption: employee only about $764,557 at 4% or $509,705 at 6%; with 50% employer match about $509,705 at 4% or $339,803 at 6%; with 100% employer match about $382,279 at 4% or $254,852 at 6%.
Westwood Holdings Group Inc. Savings Plan-146$48,189,053$4,465,015$30,582iApproximate average salary by contribution assumption: employee only about $764,557 at 4% or $509,705 at 6%; with 50% employer match about $509,705 at 4% or $339,803 at 6%; with 100% employer match about $382,279 at 4% or $254,852 at 6%.
20221154$45,413,948$3,522,527$22,874iApproximate average salary by contribution assumption: employee only about $571,839 at 4% or $381,226 at 6%; with 50% employer match about $381,226 at 4% or $254,151 at 6%; with 100% employer match about $285,919 at 4% or $190,613 at 6%.
Westwood Holdings Group Inc. Savings Plan-154$45,413,948$3,522,527$22,874iApproximate average salary by contribution assumption: employee only about $571,839 at 4% or $381,226 at 6%; with 50% employer match about $381,226 at 4% or $254,151 at 6%; with 100% employer match about $285,919 at 4% or $190,613 at 6%.
20211133$52,899,876$2,995,507$22,523iApproximate average salary by contribution assumption: employee only about $563,065 at 4% or $375,377 at 6%; with 50% employer match about $375,377 at 4% or $250,251 at 6%; with 100% employer match about $281,533 at 4% or $187,688 at 6%.
Westwood Holdings Group Inc. Savings Plan-133$52,899,876$2,995,507$22,523iApproximate average salary by contribution assumption: employee only about $563,065 at 4% or $375,377 at 6%; with 50% employer match about $375,377 at 4% or $250,251 at 6%; with 100% employer match about $281,533 at 4% or $187,688 at 6%.
20201137$50,946,861$3,258,097$23,782iApproximate average salary by contribution assumption: employee only about $594,543 at 4% or $396,362 at 6%; with 50% employer match about $396,362 at 4% or $264,241 at 6%; with 100% employer match about $297,272 at 4% or $198,181 at 6%.
Westwood Holdings Group Inc. Savings Plan-137$50,946,861$3,258,097$23,782iApproximate average salary by contribution assumption: employee only about $594,543 at 4% or $396,362 at 6%; with 50% employer match about $396,362 at 4% or $264,241 at 6%; with 100% employer match about $297,272 at 4% or $198,181 at 6%.
20191148$53,367,000$4,594,897$31,047iApproximate average salary by contribution assumption: employee only about $776,165 at 4% or $517,443 at 6%; with 50% employer match about $517,443 at 4% or $344,962 at 6%; with 100% employer match about $388,083 at 4% or $258,722 at 6%.
Westwood Holdings Group Inc. Savings Plan-148$53,367,000$4,594,897$31,047iApproximate average salary by contribution assumption: employee only about $776,165 at 4% or $517,443 at 6%; with 50% employer match about $517,443 at 4% or $344,962 at 6%; with 100% employer match about $388,083 at 4% or $258,722 at 6%.
20181166$46,190,515$4,644,125$27,977iApproximate average salary by contribution assumption: employee only about $699,416 at 4% or $466,278 at 6%; with 50% employer match about $466,278 at 4% or $310,852 at 6%; with 100% employer match about $349,708 at 4% or $233,139 at 6%.
Westwood Holdings Group Inc. Savings Plan-166$46,190,515$4,644,125$27,977iApproximate average salary by contribution assumption: employee only about $699,416 at 4% or $466,278 at 6%; with 50% employer match about $466,278 at 4% or $310,852 at 6%; with 100% employer match about $349,708 at 4% or $233,139 at 6%.
20171167$50,383,623$4,936,332$29,559iApproximate average salary by contribution assumption: employee only about $738,972 at 4% or $492,648 at 6%; with 50% employer match about $492,648 at 4% or $328,432 at 6%; with 100% employer match about $369,486 at 4% or $246,324 at 6%.
Westwood Holdings Group Inc. Savings Plan-167$50,383,623$4,936,332$29,559iApproximate average salary by contribution assumption: employee only about $738,972 at 4% or $492,648 at 6%; with 50% employer match about $492,648 at 4% or $328,432 at 6%; with 100% employer match about $369,486 at 4% or $246,324 at 6%.
20161161$43,889,297$4,876,037$30,286iApproximate average salary by contribution assumption: employee only about $757,149 at 4% or $504,766 at 6%; with 50% employer match about $504,766 at 4% or $336,510 at 6%; with 100% employer match about $378,574 at 4% or $252,383 at 6%.
Westwood Holdings Group Inc. Savings Plan-161$43,889,297$4,876,037$30,286iApproximate average salary by contribution assumption: employee only about $757,149 at 4% or $504,766 at 6%; with 50% employer match about $504,766 at 4% or $336,510 at 6%; with 100% employer match about $378,574 at 4% or $252,383 at 6%.
20151153$38,325,878$4,998,827$32,672iApproximate average salary by contribution assumption: employee only about $816,802 at 4% or $544,535 at 6%; with 50% employer match about $544,535 at 4% or $363,023 at 6%; with 100% employer match about $408,401 at 4% or $272,267 at 6%.
Westwood Holdings Group Inc. Savings Plan-153$38,325,878$4,998,827$32,672iApproximate average salary by contribution assumption: employee only about $816,802 at 4% or $544,535 at 6%; with 50% employer match about $544,535 at 4% or $363,023 at 6%; with 100% employer match about $408,401 at 4% or $272,267 at 6%.
20141124$32,475,297$4,833,120$38,977iApproximate average salary by contribution assumption: employee only about $974,419 at 4% or $649,613 at 6%; with 50% employer match about $649,613 at 4% or $433,075 at 6%; with 100% employer match about $487,210 at 4% or $324,806 at 6%.
Westwood Holdings Group Inc. Savings Plan-124$32,475,297$4,833,120$38,977iApproximate average salary by contribution assumption: employee only about $974,419 at 4% or $649,613 at 6%; with 50% employer match about $649,613 at 4% or $433,075 at 6%; with 100% employer match about $487,210 at 4% or $324,806 at 6%.
20131103$26,536,388$3,460,050$33,593iApproximate average salary by contribution assumption: employee only about $839,818 at 4% or $559,879 at 6%; with 50% employer match about $559,879 at 4% or $373,252 at 6%; with 100% employer match about $419,909 at 4% or $279,939 at 6%.
Westwood Holdings Group Inc. Savings Plan-103$26,536,388$3,460,050$33,593iApproximate average salary by contribution assumption: employee only about $839,818 at 4% or $559,879 at 6%; with 50% employer match about $559,879 at 4% or $373,252 at 6%; with 100% employer match about $419,909 at 4% or $279,939 at 6%.
2012195$21,409,212$2,598,307$27,351iApproximate average salary by contribution assumption: employee only about $683,765 at 4% or $455,843 at 6%; with 50% employer match about $455,843 at 4% or $303,896 at 6%; with 100% employer match about $341,883 at 4% or $227,922 at 6%.
Westwood Holdings Group Inc. Savings Plan-95$21,409,212$2,598,307$27,351iApproximate average salary by contribution assumption: employee only about $683,765 at 4% or $455,843 at 6%; with 50% employer match about $455,843 at 4% or $303,896 at 6%; with 100% employer match about $341,883 at 4% or $227,922 at 6%.
2011185$16,847,143$2,837,462$33,382iApproximate average salary by contribution assumption: employee only about $834,548 at 4% or $556,365 at 6%; with 50% employer match about $556,365 at 4% or $370,910 at 6%; with 100% employer match about $417,274 at 4% or $278,183 at 6%.
Westwood Holdings Group Inc. Savings Plan-85$16,847,143$2,837,462$33,382iApproximate average salary by contribution assumption: employee only about $834,548 at 4% or $556,365 at 6%; with 50% employer match about $556,365 at 4% or $370,910 at 6%; with 100% employer match about $417,274 at 4% or $278,183 at 6%.
2010181$15,071,719$2,005,212$24,756iApproximate average salary by contribution assumption: employee only about $618,893 at 4% or $412,595 at 6%; with 50% employer match about $412,595 at 4% or $275,063 at 6%; with 100% employer match about $309,446 at 4% or $206,298 at 6%.
Westwood Holdings Group Inc. Savings Plan-81$15,071,719$2,005,212$24,756iApproximate average salary by contribution assumption: employee only about $618,893 at 4% or $412,595 at 6%; with 50% employer match about $412,595 at 4% or $275,063 at 6%; with 100% employer match about $309,446 at 4% or $206,298 at 6%.
2009173$11,721,984$1,665,372$22,813iApproximate average salary by contribution assumption: employee only about $570,333 at 4% or $380,222 at 6%; with 50% employer match about $380,222 at 4% or $253,481 at 6%; with 100% employer match about $285,166 at 4% or $190,111 at 6%.
Westwood Holdings Group Inc. Savings Plan-73$11,721,984$1,665,372$22,813iApproximate average salary by contribution assumption: employee only about $570,333 at 4% or $380,222 at 6%; with 50% employer match about $380,222 at 4% or $253,481 at 6%; with 100% employer match about $285,166 at 4% or $190,111 at 6%.
2008164$8,161,514$1,735,619$27,119iApproximate average salary by contribution assumption: employee only about $677,976 at 4% or $451,984 at 6%; with 50% employer match about $451,984 at 4% or $301,323 at 6%; with 100% employer match about $338,988 at 4% or $225,992 at 6%.
Westwood Holdings Group Inc. Savings Plan-64$8,161,514$1,735,619$27,119iApproximate average salary by contribution assumption: employee only about $677,976 at 4% or $451,984 at 6%; with 50% employer match about $451,984 at 4% or $301,323 at 6%; with 100% employer match about $338,988 at 4% or $225,992 at 6%.
2007153$0$0-
Westwood Holdings Group Inc. Savings Plan-53---
2006148$7,763,290$1,127,798$23,496iApproximate average salary by contribution assumption: employee only about $587,395 at 4% or $391,597 at 6%; with 50% employer match about $391,597 at 4% or $261,064 at 6%; with 100% employer match about $293,697 at 4% or $195,798 at 6%.
Westwood Holdings Group Inc. Savings Plan-48$7,763,290$1,127,798$23,496iApproximate average salary by contribution assumption: employee only about $587,395 at 4% or $391,597 at 6%; with 50% employer match about $391,597 at 4% or $261,064 at 6%; with 100% employer match about $293,697 at 4% or $195,798 at 6%.
2005147$5,664,660$1,099,321$23,390iApproximate average salary by contribution assumption: employee only about $584,745 at 4% or $389,830 at 6%; with 50% employer match about $389,830 at 4% or $259,887 at 6%; with 100% employer match about $292,373 at 4% or $194,915 at 6%.
Westwood Holdings Group Inc. Savings Plan-47$5,664,660$1,099,321$23,390iApproximate average salary by contribution assumption: employee only about $584,745 at 4% or $389,830 at 6%; with 50% employer match about $389,830 at 4% or $259,887 at 6%; with 100% employer match about $292,373 at 4% or $194,915 at 6%.
2004151$4,247,955$1,059,316$20,771iApproximate average salary by contribution assumption: employee only about $519,273 at 4% or $346,182 at 6%; with 50% employer match about $346,182 at 4% or $230,788 at 6%; with 100% employer match about $259,636 at 4% or $173,091 at 6%.
Westwood Holdings Group Inc. Savings Plan-51$4,247,955$1,059,316$20,771iApproximate average salary by contribution assumption: employee only about $519,273 at 4% or $346,182 at 6%; with 50% employer match about $346,182 at 4% or $230,788 at 6%; with 100% employer match about $259,636 at 4% or $173,091 at 6%.
2003144$2,769,956$472,607$10,741iApproximate average salary by contribution assumption: employee only about $268,527 at 4% or $179,018 at 6%; with 50% employer match about $179,018 at 4% or $119,345 at 6%; with 100% employer match about $134,263 at 4% or $89,509 at 6%.
Westwood Holdings Group Inc. Savings Plan-44$2,769,956$472,607$10,741iApproximate average salary by contribution assumption: employee only about $268,527 at 4% or $179,018 at 6%; with 50% employer match about $179,018 at 4% or $119,345 at 6%; with 100% employer match about $134,263 at 4% or $89,509 at 6%.
2002144$2,075,662$97,500$2,216iApproximate average salary by contribution assumption: employee only about $55,398 at 4% or $36,932 at 6%; with 50% employer match about $36,932 at 4% or $24,621 at 6%; with 100% employer match about $27,699 at 4% or $18,466 at 6%.
Westwood Holdings Group Inc. Savings Plan-44$2,075,662$97,500$2,216iApproximate average salary by contribution assumption: employee only about $55,398 at 4% or $36,932 at 6%; with 50% employer match about $36,932 at 4% or $24,621 at 6%; with 100% employer match about $27,699 at 4% or $18,466 at 6%.