401(k) · DOL Form 5500 · 2022

Alliance West Mortgage Inc 401(k) Plan

Data updated 2026-08-25

$439K
Total assets Small plan by assets
14
Participants Small participant base
17th
Percentile by assets National rank
$31,351
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Alliance West Mortgage Inc · California · Professional & Technical Services

$439K in assets, 14 participants

Alliance West Mortgage Inc's Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust reported $439K in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 17th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,933 in Professional & Technical Services (21,562 peers)

Alliance West Mortgage Inc multi-year trail

Alliance West Mortgage Inc's plans moved +44.0% in assets from 2022 to 2023; this filing shows Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust at $439K / 14 participants.

#2,933
in Professional & Technical Services (21,562 peers)
-20.2%
assets change YoY

The plan reported a net loss of $111K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$438,913 17th percentile higher than 17% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust is a small filing (14 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 270574760 · Alliance West Mortgage Inc PY 2022 · 401(k)

Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust · $439K · 14 · 17th

  • NET $439K
  • NET 14
  • NET 17th
  • NET 401(k)
  • NET near Catnip & Carrots Veterinary Hospital 401(k) Plan
  • NET ind #2933

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Alliance West Mortgage Inc 401(k) Profit Sharing Plan & TrustAlliance West Mortgage Inc 4…$439KCatnip & Carrots Veterinary Hospital 401(k) PlanCatnip & Carrots Veterinary …$439KWinston Partners Retirement PlanWinston Partners Retirement …$439KAltastaff, LLC 401(k) Plan$439KWinnifred Inc 401(k) Plan$439K
End-of-year total assets ($M) among Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alliance West Mortgage Inc multi-year asset trail

Sponsor-wide plan assets over time

All Alliance West Mortgage Inc plans reported in each filing year

Latest sponsor-wide plan assets
$632K 44.0141896002169% vs 2022
2023 filing year
$0.4M$0.5M$0.6M$0.7M 20222023 $0.44M $0.63M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 14 $439K
2023 1 10 $632K

Alliance West Mortgage Inc filing trail (2022)

Total Assets (Beginning of Year)$550K
Net Assets (End of Year)$439K
Net Income-$111K
Employer EIN270574760
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000438913 · Participants: 14Alliance West Mortgage Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Catnip & Carrots Veterinary Hospital 401(k) Plan in NY ($439K); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($439K here).

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust declined sharply - down 20.2% during 2022, from $550K to $439K. Reported net income was -$111K.
How have Alliance West Mortgage Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Alliance West Mortgage Inc's sponsor-wide assets grew 44.0%, from $439K to $632K.
Where does Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Catnip & Carrots Veterinary Hospital 401(k) Plan in NY ($439K, 15 participants).
Which 401(k) plans cover a similar participant headcount to Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270574760.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.