401(k) · DOL Form 5500 · 2022

M Financial Holdings Incorporated 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
272
Participants Below avg headcount
91st
Percentile by assets National rank
$259,477
Avg per participant Above avg balance/head
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Official DOL plan name: M Financial Holdings Incorporated 401(k) Plan · Sponsored by M Financial Holdings Incorporated · Oregon · Finance & Insurance

$71M in assets, 272 participants

M Financial Holdings Incorporated's M Financial Holdings Incorporated 401(k) Plan reported $71M in total assets and 272 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,861 in Finance & Insurance (9,261 peers)

Where M Financial Holdings Incorporated 401(k) Plan sits by assets

M Financial Holdings Incorporated 401(k) Plan sits in the top 10% of all filed plans by assets, $71M for 272 participants (~$259,477/participant), down 16.0% in 2022.

#7,861
in Finance & Insurance (9,261 peers)
-16.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M Financial Holdings Incorporated 401(k) Plan's outsized position by total assets

M Financial Holdings Incorporated 401(k) Plan vs every filed plan by assets

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

$70,577,849 Top 9% higher than 91% 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

M Financial Holdings Incorporated 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M Financial Holdings Incorporated 401(k) Plan sits mid-pack in the medium band (272 participants).

EBSA filing schedule strip

Filing strip 931189872 · M Financial Holdings Incorporated PY 2022 · 401(k)

M Financial Holdings Incorporated 401(k) Plan · $71M · 272 · 91st

  • EOY $71M
  • EOY 272
  • EOY 91st
  • EOY 401(k)
  • EOY near Swarovski Employee Retirement Savings Plan
  • EOY ind #7861

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 Finance & Insurance retirement plans → · Plans in Oregon →

M Financial Holdings Incorporated 401(k) Plan in the asset neighbourhood

Gusto 401(k) Plan$71MIrex Corporation Employees' Savings Incentive PlanIrex Corporation Employees' …$71MM Financial Holdings Incorporated 401(k) PlanM Financial Holdings Incorpo…$71MSwarovski Employee Retirement Savings PlanSwarovski Employee Retiremen…$71MRetirement Savings Value Plan$71M
End-of-year total assets ($M) among M Financial Holdings Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$71M
Net Income-$13M
Employer EIN931189872
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M Financial Holdings Incorporated)

Sponsor-wide plan assets over time

All M Financial Holdings Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$92M 29.89329555793065% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.6M $91.7M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 272 $71M
2023 1 282 $81M
2024 1 286 $92M

Nearby 401(k) Plans in Oregon

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

M Financial Holdings Incorporated 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants M Financial Holdings Incorporated 401(k) Plan, Total assets ($B): 0.070577849 · Participants: 272M Financial Holdings Incorporated 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
M Financial Holdings Incorporated 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare M Financial Holdings Incorporated 401(k) Plan side-by-side with 3 peers →

M Financial Holdings Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Swarovski Employee Retirement Savings Plan in RI ($71M); by covered participants it is Data Center, Inc. Savings & Retirement Plan in KS (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71M here).

Similar participant headcount

Nearest other-state filings by covered participants (272 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 M Financial Holdings Incorporated 401(k) Plan assets move in 2022? ▼
M Financial Holdings Incorporated 401(k) Plan declined sharply - down 16.0% during 2022, from $84M to $71M. Reported net income was -$13M.
How have M Financial Holdings Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M Financial Holdings Incorporated's sponsor-wide assets grew 29.9%, from $71M to $92M.
Where does M Financial Holdings Incorporated 401(k) Plan rank by assets among Form 5500 filers? ▼
M Financial Holdings Incorporated 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to M Financial Holdings Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swarovski Employee Retirement Savings Plan in RI ($71M, 1,469 participants).
Which 401(k) plans cover a similar participant headcount to M Financial Holdings Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Data Center, Inc. Savings & Retirement Plan in KS (272 participants, $50M 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 931189872.

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.