Western Management, Inc. Profit Sharing & 401(k) Plan
Western Management, Inc., Brook Park OH. Employer ID 341427510, plan number 001. Annual reports on file for 2009 to 2025.
Where the money went
- Filed 2009-2025Western Management, Inc. Profit Sharing & 401(k) Plan, Western Management, Inc.
- TodayWestern Management, Inc. Profit Sharing & 401(k) Plan still files. Empower Annuity Insurance Co keeps the records. That is where to ask.
Records are kept by Empower Annuity Insurance Co, per the 2025 filing.
Left in 2021? You may be owed employer money
- In plan year 2021, active participants fell from 403 to 298 (26%), and 50 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2025: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2025: Assets were transferred out, but no filing from the receiving plan matched.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2014 | 521 | 131 | Filing |
| 2015 | 487 | 159 | Filing |
| 2016 | 525 | 189 | Filing |
| 2017 | 468 | 148 | Filing |
| 2018 | 468 | 138 | Filing |
| 2019 | 429 | 24 | Filing |
| 2020 | 452 | 46 | Filing |
| 2021 | 441 | 140 | Filing |
| 2022 | 432 | 140 | Filing |
| 2023 | 436 | 149 | Filing |
| 2024 | 476 | 147 | Filing |
| 2025 | 107 | 31 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.