How big is Westerly School of Long Beach's plan?

Westerly School of Long Beach's plan reported $1.3M in assets and 34 participants for 2023.

Original filing (PDF)20250424115602NAL0011037824001

Westerly School of Long Beach

Name: Westerly School of Long Beach — Westerly School of, Form 5500 (2023)
Creator: Westerly School of Long Beach
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westerly School of Long Beach Defined Contribution Plan

403(b) retirement plan · Westerly School of Long Beach's Westerly School of Long Beach Defined Contribution Plan held $1.3M in plan assets for 34 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Anthony VO signed Westerly School of Long Beach's 2023 Form 5500 as plan administrator.

Anthony VO — 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

Westerly School of Long Beach's EIN is 33-0467625.

EIN 33-0467625

Plan number 001

Plan year 2023

ACK ID 20250424115602NAL0011037824001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Westerly School of Long Beach from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Westerly School of Long Beach's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTERLY SCHOOL OF LONG BEACH.

Finding similar companies…

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

WESTERLY SCHOOL OF LONG BEACH

EIN

all filings

Address

2950 E 29TH ST · LONG BEACH, CA · 908062315

Phone

(562) 981-3151

Industry

Educational Services

Plan administrator