Western Global Airlines 401(k) match, vesting and fees
What Western Global Airlines' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Hallowell 401k Assurance LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 713 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Western Global Airlines: employer contribution per participant | $1,958 | |
| Peer median | $813 |
| Western Global Airlines: average balance | $61,470 | |
| Peer median | $22,335 |
| Western Global Airlines: admin expenses ÷ assets | 0.82% | |
| Peer median | 0.62% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.9M at the end of plan year 2021 to $12.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 345 | $12.5M | $399K | $1,958 | 0.82% | Not published | Form 5500 ↗ |
| 2024 | 337 | $9.6M | $151K | $799 | 1.26% | Not published | Form 5500 ↗ |
| 2023 | 325 | $8.9M | $328K | $1,810 | 1.21% | Not published | Form 5500 ↗ |
| 2022 | 442 | $7.9M | $393K | $1,730 | 0.98% | Not published | Form 5500 ↗ |
| 2021 | 417 | $7.9M | $351K | $1,575 | 0.56% | Not published | Form 5500 ↗ |
Other Western Global Airlines plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Western Global Airlines, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Berkowitz Pollack Brant Advisors (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Western Global Airlines match 401(k) contributions?
The match terms for the Western Global Airlines 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $399K in employer contributions, about $1,958 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Western Global Airlines 401(k) match vested?
The vesting schedule for the Western Global Airlines 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Western Global Airlines 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Western Global Airlines, Inc..
I left Western Global Airlines. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Western Global Airlines, Inc., (941) 907-6810) or the recordkeeper, Fidelity Investments Institutional. The Western Global Airlines old 401(k) page lists the contacts from every plan filing. Find an old Western Global Airlines 401(k)
Data from the public Form 5500 annual reports Western Global Airlines filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Western Global Airlines. Not financial advice. Report a correction · Methodology