Assets by plan
Share of aggregate retirement assets
Filings through .
Westchester Capital Management, Inc.
EIN 47-0700325Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$10.0M assets
Health & Benefits
0
Participants
21
801 NORTH 96TH STREET - OMAHA, NE 681142538402-392-2418
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.0M assets / 21 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WESTCHESTER CAPITAL MANAGEMENT, INC. 401K PROFIT SHARING PLAN
401(k)
Assets$8.0M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WESTCHESTER CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN
Money purchase
Assets$2.0M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WESTCHESTER CAPITAL MANAGEMENT, INC. 401K PROFIT SHARING PLAN | 401(k) | $8.0M | 11 | 2025 |
| #002 | WESTCHESTER CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN | Money purchase | $2.0M | 10 | 2025 |
- #001 · 401(k) · 202511
- #002 · Money purchase · 202510
Retirement plans