401(k) · DOL Form 5500 · 2022

M Financial Holdings Incorporated 401(k) Plan

Data updated 2026-08-11

$71M
Total assets
272
Participants
91st
Percentile by assets
$259,477
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$71M
total plan assets (2022 EOY)
272
covered participants
91st
percentile by assets (of 139,126 plans)
$259,477
avg assets per participant

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.

Where M Financial Holdings Incorporated 401(k) Plan sits 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 $2,010,000,000 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

State
Oregon
Industry
Finance & Insurance

M Financial Holdings Incorporated 401(k) Plan vs the 2022 asset distribution

By assets, M Financial Holdings Incorporated 401(k) Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

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)

$60M$70M$80M$90M$100M 202220232024 $70.6M $91.7M ▲ +29.9%
Total plan assets by year, all M Financial Holdings Incorporated plans on file
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 ($B) Participants M Financial Holdings…, Total assets ($B): 0.070577849 · Participants: 272M Financial Holdings…401(k) Savings and P…, Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and P…Daimler Truck North …, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North …Precision Castparts …, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts …Xpo Logistics Retire…, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retire…Pacificorp K Plus Em…, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Em…
M Financial Holdings Incorporated 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare M Financial Holdings Incorporated 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to M Financial Holdings Incorporated 401(k) Plan by total assets, not by location.

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).

Next read for M Financial Holdings Incorporated 401(k)…

Scale reading

Ways to act on M Financial Holdings Incorporated 401(k) Plan's numbers.

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.