How big is Westchester Capital Management, Inc.'s plan?

Westchester Capital Management, Inc.'s plan reported $2.0M in assets and 6 participants for 2025.

Original filing (PDF)20260210085917NAL0002898000001

Westchester Capital Management, Inc.

Name: Westchester Capital Management, Inc. — Westchester, Form 5500 (2025)
Creator: Westchester Capital Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westchester Capital Management, Inc. Money Purchase Pension Plan

Defined-contribution retirement plan · Westchester Capital Management, Inc.'s Westchester Capital Management, Inc. Money Purchase Pension Plan held $2.0M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Westchester Capital Management, Inc.'s EIN is 47-0700325.

EIN 47-0700325

Plan number 002

Plan year 2025

ACK ID 20260210085917NAL0002898000001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westchester Capital Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westchester Capital Management, Inc.'s plan includes money-purchase contributions.

Decision-maker contacts

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

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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 (90th percentile).

Plan sponsor

Name

WESTCHESTER CAPITAL MANAGEMENT, INC.

EIN

all filings

Address

801 NORTH 96TH STREET · OMAHA, NE · 681142538

Phone

(402) 392-2418

Industry

Finance & Insurance

Plan administrator