Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Western Asset Management 401(K) Plan is a benefit plan reported by Western Asset Management Company, LLC under EIN 95-2705767 and plan number 005. The latest loaded filing year is 2023. The filing reports 847 participants and $337,516,273 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $337,516,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $337,516,273
- Net assets (BOY)
- $291,653,125
Income & contributions
- Employer contributions
- $5,427,730
- Participant contributions
- $10,406,178
- Total contributions
- $16,298,301
- Total income / additions
- $72,110,186
Expenses & distributions
- Benefits paid
- $26,123,705
- Administrative expenses
- $123,333
- Total expenses
- $26,247,038
- Net increase / (decrease)
- $45,863,148