Retirement plan

WESTBURY MANOR ENTERPRISES, INC. 401(K) PLAN

Name: WESTBURY MANOR ENTERPRISES, INC. - WESTBURY MANOR ENTERPRISES, INC. 401(K) PLAN (2025) Form 5500
Creator: WESTBURY MANOR ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTBURY MANOR ENTERPRISES, INC. 401(K) PLAN, WESTBURY MANOR ENTERPRISES, INC.

WESTBURY MANOR ENTERPRISES, INC.EIN 20-2736523Plan #001PY 2025

1100 JERICHO TURNPIKE - WESTBURY, NY 11590516-333-7117westburymanor.comLinkedIn51-200 employeesrestaurants

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+25.3% from 2024

Total participants

-1.3% from 2024

Average account balance

$133,087

+25.3% from 2024

Annual return

17.39%

-13.42 pp from 2024

Benchmarks

See 4,484 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort4,484 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$133K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

12.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.39%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$23

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$210

$3 / participant

Other / not subdivided$210100.0%

% of EOY assets

0.018%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$133,087

$28,624+365.0%

$53,647+148.1%

$82,637+61.0%

Participation rate

4.1%

47.3%-43.2pp

56.3%-52.2pp

68.1%-63.9pp

Annual return

17.39%

664.98%-647.6pp

358.33%-340.9pp

53.51%-36.1pp

Employer contribution / active EE

$637-100.0%

$962-100.0%

$2,552-100.0%

Participant deferral / active EE

$1,039

$1,196-13.1%

$1,813-42.7%

$4,126-74.8%

Admin fee / account holder

$23

$2,022-98.8%

$2,460-99.1%

$7,339-99.7%

WESTBURY MANOR ENTERPRISES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTBURY MANOR ENTERPRISES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion