How big is Westchester Modular Homes, Inc.'s plan?

Westchester Modular Homes, Inc.'s plan reported $105.3M in assets and 158 participants for 2024.

Original filing (PDF)20251009124024NAL0006995873001

Westchester Modular Homes, Inc.

Name: Westchester Modular Homes, Inc. — Westchester, Form 5500 (2024)
Creator: Westchester Modular Homes, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Westchester Modular Homes, Inc. Employee Stock Ownership Plan

Defined-contribution retirement plan · Westchester Modular Homes, Inc.'s Westchester Modular Homes, Inc. Employee Stock Ownership Plan held $105.3M in plan assets for 158 participants in 2024.

Signals · 4

70% in single holding81% employer stockHigh average account balanceNo recordkeeper disclosed

Active participants

158

Accounts w/ balance

212

Plan assets (EOY)

$105.3M

Net assets (EOY)

$105.3M

People on this filing

Gerald Hatcher signed Westchester Modular Homes, Inc.'s 2024 Form 5500 as plan administrator.

Gerald Hatcher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Westchester Modular Homes, Inc.'s EIN is 06-1162854.

EIN 06-1162854

Plan number 002

Plan year 2024

ACK ID 20251009124024NAL0006995873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westchester Modular Homes, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westchester Modular Homes, Inc.'s plan includes an ESOP, an S-corporation ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTCHESTER MODULAR HOMES, INC..

Finding similar companies…

How this plan invests

This plan

188 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

70% of assets in employer securities (concentration risk).

Helping the score

High average account balance (96th percentile).

Plan sponsor

Name

WESTCHESTER MODULAR HOMES, INC.

EIN

all filings

Address

30 REAGANS MILLS ROAD · WINGDALE, NY · 12594

Phone

(845) 832-9400

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

EFPR GROUP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
STACEY BRAUN INC	13-2889432	—	INV ADV, PARTICIPANTS	$107K	—

Investments

188 direct securities· $103.5M(98% of reported assets)

Common Stocks

$84.8M

81 holdings

U.S. Treasuries

$13.7M

90 holdings

Common Collective Trusts

$2.6M

3 holdings

Other securities

$2.2M

13 holdings

Cash / Money Market

$249K

1 holding

					% of plan
Westchester Modular Homes, Inc. 2,202,247 shares common stock	Common Stocks	—	$19.6M	$73.4M	69.7%
Vanguard S&P 500 ETF Exchange-traded and closed-end funds	Common Collective Trusts	—	$1.5M	$2.1M	2.0%
Morgan Stanley Private Bank deposit program	Other securities	—	$1.4M	$1.4M	1.3%
Apple, Inc. Common share	Common Stocks	—	$91K	$751K	0.7%
United States Treasury Note Matures 05/15/2032	U.S. Treasuries	—	$580K	$539K	0.5%
Microsoft Corp. Common share	Common Stocks	—	$64K	$537K	0.5%
Nvidia Corporation Common share	Common Stocks	—	$50K	$536K	0.5%
United States Treasury Note Matures 08/31/2027	U.S. Treasuries	—	$542K	$534K	0.5%
Amazon.com, Inc. Common share	Common Stocks	—	$153K	$455K	0.4%
United States Treasury Note Matures 07/31/2028	U.S. Treasuries	—	$447K	$447K	0.4%
United States Treasury Bond Matures 11/15/2048	U.S. Treasuries	—	$499K	$422K	0.4%
United States Treasury Note Matures 10/31/2027	U.S. Treasuries	—	$347K	$349K	0.3%
SPDR S&P 500 ETF Trust Exchange-traded and closed-end funds $	Common Collective Trusts	—	$191K	$346K	0.3%
United States Treasury Note Matures 08/31/2028	U.S. Treasuries	—	$325K	$325K	0.3%
United States Treasury Note Matures 11/15/2032	U.S. Treasuries	—	$319K	$317K	0.3%
United States Treasury Bond Matures 02/15/2039	U.S. Treasuries	—	$351K	$312K	0.3%
Alphabet Inc. - Class A Common share	Common Stocks	—	$101K	$308K	0.3%
United States Treasury Note Matures 11/15/2026	U.S. Treasuries	—	$313K	$307K	0.3%
Applovin Corp Common share	Common Stocks	—	$70K	$300K	0.3%
United States Treasury Note Matures 12/31/2027	U.S. Treasuries	—	$299K	$297K	0.3%
United States Treasury Bond Matures 02/15/2045	U.S. Treasuries	—	$377K	$285K	0.3%
United States Treasury Note Matures 09/30/2027	U.S. Treasuries	—	$273K	$274K	0.3%
United States Treasury Note Matures 11/30/2028	U.S. Treasuries	—	$270K	$270K	0.3%
United States Treasury Bond Matures 02/15/2031	U.S. Treasuries	—	$292K	$262K	0.2%
United States Treasury Note Matures 09/30/2028	U.S. Treasuries	—	$250K	$252K	0.2%
United States Treasury Note Matures 12/15/2026	U.S. Treasuries	—	$250K	$251K	0.2%
United States Treasury Note Matures 01/15/2026	U.S. Treasuries	—	$250K	$249K	0.2%
Money Market funds and cash Morgan Stanley Bank deposit program	Cash / Money Market	—	$249K	$249K	0.2%
United States Treasury Note Matures 11/30/2027	U.S. Treasuries	—	$249K	$247K	0.2%
United States Treasury Bond Matures 08/15/2046	U.S. Treasuries	—	$331K	$226K	0.2%
United States Treasury Note Matures 08/15/2029	U.S. Treasuries	—	$249K	$222K	0.2%
United States Treasury Note Matures 11/15/2025	U.S. Treasuries	—	$221K	$221K	0.2%
Broadcom, Inc. Common share	Common Stocks	—	$50K	$220K	0.2%
United States Treasury Note Matures 05/15/2027	U.S. Treasuries	—	$217K	$216K	0.2%
United States Treasury Note Matures 11/15/2031	U.S. Treasuries	—	$248K	$204K	0.2%
JPMorgan Chase & Co. Common share	Common Stocks	—	$61K	$199K	0.2%
United States Treasury Note Matures 10/31/2025	U.S. Treasuries	—	$199K	$198K	0.2%
United States Treasury Note Matures 03/31/2031	U.S. Treasuries	—	$198K	$196K	0.2%
Alphabet Inc. - Class C Common share	Common Stocks	—	$56K	$195K	0.2%
United States Treasury Bond Matures 08/15/2041	U.S. Treasuries	—	$292K	$195K	0.2%
Howmet Aerospace, Inc. Common share	Common Stocks	—	$67K	$193K	0.2%
United States Treasury Note Matures 11/15/2028	U.S. Treasuries	—	$199K	$191K	0.2%
United States Treasury Note Matures 06/30/2029	U.S. Treasuries	—	$195K	$191K	0.2%
ServiceNow, Inc. Common share	Common Stocks	—	$126K	$191K	0.2%
Eli Lilly & Co. Common share	Common Stocks	—	$44K	$181K	0.2%
United States Treasury Bond Matures 05/15/2048	U.S. Treasuries	—	$185K	$180K	0.2%
Liberty Media Cor Ser C LBRT Common share	Other securities	—	$137K	$179K	0.2%
T-Mobile US, Inc. Common share	Common Stocks	—	$115K	$171K	0.2%
Quanta Services, Inc. Common share	Common Stocks	—	$63K	$168K	0.2%
United States Treasury Note Matures 11/15/2027	U.S. Treasuries	—	$170K	$166K	0.2%