401(k) · DOL Form 5500 · 2022

Myvest Corporation 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
116
Participants Small participant base
72nd
Percentile by assets National rank
$126,549
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Myvest 401(k) Plan · Sponsored by Myvest Corporation · California · Finance & Insurance

$15M in assets, 116 participants

Myvest Corporation's Myvest 401(k) Plan reported $15M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,275 in Finance & Insurance (9,261 peers)

Coverage in California

Myvest 401(k) Plan covers 116 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $15M.

#5,275
in Finance & Insurance (9,261 peers)
-10.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Myvest 401(k) Plan's outsized position by total assets

Myvest 401(k) Plan vs every filed plan by assets

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

$14,679,697 Top 28% higher than 72% 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

Myvest 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. Myvest 401(k) Plan sits mid-pack in the medium band (116 participants).

EBSA filing schedule strip

Filing strip 470902011 · Myvest Corporation PY 2022 · 401(k)

Myvest 401(k) Plan · $15M · 116 · 72nd

  • EOY $15M
  • 5500 116
  • ASSETS 72nd
  • PCT 401(k)
  • EIN near First National Bancshares, Inc. Profit Sharing & ESOP
  • RANK ind #5275

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 California →

Myvest 401(k) Plan in the asset neighbourhood

Myvest 401(k) Plan$15MFirst National Bancshares, Inc. Profit Sharing & ESOPFirst National Bancshares, I…$15MPerfecto Industries, Inc. Profit Sharing PlanPerfecto Industries, Inc. Pr…$15MInterior Supply, Inc. 401(k) Profit Sharing PlanInterior Supply, Inc. 401(k)…$15MQsi, Inc. 401(k) Profit Sharing PlanQsi, Inc. 401(k) Profit Shar…$15M
End-of-year total assets ($M) among Myvest 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN470902011
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Myvest Corporation)

Sponsor-wide plan assets over time

All Myvest Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 79.8719006257418% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.7M $26.4M ▲ +79.8%
Year Plans Participants Total Assets
2022 1 116 $15M
2023 1 124 $20M
2024 1 120 $26M

Nearby 401(k) Plans in California

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

Myvest 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Myvest 401(k) Plan, Total assets ($B): 0.014679697 · Participants: 116Myvest 401(k) PlanWells 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
Myvest 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Myvest 401(k) Plan side-by-side with 3 peers →

Myvest 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First National Bancshares, Inc. Profit Sharing & ESOP in KS ($15M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Myvest 401(k) Plan assets move in 2022? ▼
Myvest 401(k) Plan pulled back noticeably - down 10.4% during 2022, from $16M to $15M. Reported net income was -$2M.
How have Myvest Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Myvest Corporation's sponsor-wide assets grew 79.9%, from $15M to $26M.
Which 401(k) plans are similar in size to Myvest 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First National Bancshares, Inc. Profit Sharing & ESOP in KS ($15M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Myvest 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants, N/A 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 470902011.

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.