Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESTERN VALLEY INSURANCE ASSOCIATES, INC.
EIN 94-2899459insuranceLatest filing 2025
Plans
2
Retirement
2
$13.9M assets
Welfare
0
Participants
122
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.9M assets / 122 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WESTERN VALLEY INSURANCE ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$7.7M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WESTERN VALLEY INSURANCE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.2M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESTERN VALLEY INSURANCE ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $7.7M | 59 | 2025 | |
| 002 | WESTERN VALLEY INSURANCE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.2M | 63 | 2025 |
Retirement plans