401(k) · DOL Form 5500 · 2022

Sunwest Bank 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
194
Participants Below avg headcount
71st
Percentile by assets National rank
$71,278
Avg per participant Below avg balance/head
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Official DOL plan name: Sunwest Bank 401(k) Profit Sharing Plan · Sponsored by Sunwest Bank · California · Finance & Insurance

$14M in assets, 194 participants

Sunwest Bank's Sunwest Bank 401(k) Profit Sharing Plan reported $14M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,142 in Finance & Insurance (9,261 peers)

Coverage in California

Sunwest Bank 401(k) Profit Sharing Plan covers 194 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $14M.

#5,142
in Finance & Insurance (9,261 peers)
-1.0%
assets change YoY

The plan reported a net loss of $133K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunwest Bank 401(k) Profit Sharing Plan's outsized position by total assets

Sunwest Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,828,023 Top 29% higher than 71% 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

Sunwest Bank 401(k) Profit Sharing 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. Sunwest Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (194 participants).

Plan-year Form 5500 strip

Filing strip 952630202 · Sunwest Bank PY 2022 · 401(k)

Sunwest Bank 401(k) Profit Sharing Plan · $14M · 194 · 71st

  • PHOTO $14M
  • PHOTO 194
  • PHOTO 71st
  • PHOTO 401(k)
  • PHOTO near American Reading Company 401(k) Retirement Plan
  • PHOTO ind #5142

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 →

Sunwest Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Sunwest Bank 401(k) Profit Sharing PlanSunwest Bank 401(k) Profit S…$14MAmerican Reading Company 401(k) Retirement PlanAmerican Reading Company 401…$14MNew River Electrical Corporation Retirement Savings PlanNew River Electrical Corpora…$14MDethmers Manufacturing Co 401(k) PlanDethmers Manufacturing Co 40…$14MIndotronix Intl Corp 401(k) Profit Sharing Plan & TrustIndotronix Intl Corp 401(k) …$14M
End-of-year total assets ($M) among Sunwest Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income-$133K
Employer EIN952630202
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunwest Bank)

Sponsor-wide plan assets over time

All Sunwest Bank plans reported in each filing year

Latest sponsor-wide plan assets
$23M 65.63200683134531% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.8M $22.9M ▲ +65.6%
Year Plans Participants Total Assets
2022 1 194 $14M
2023 1 240 $18M
2024 1 277 $23M

Nearby 401(k) Plans in California

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

Sunwest Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sunwest Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.013828023 · Participants: 194Sunwest Bank 401(k) Profit Sharing 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
Sunwest Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sunwest Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sunwest Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Reading Company 401(k) Retirement Plan in PA ($14M); by covered participants it is L.I.F. Industries, Inc. 401(k) Plan in NY (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Sunwest Bank 401(k) Profit Sharing Plan assets move in 2022? ▼
Sunwest Bank 401(k) Profit Sharing Plan held essentially flat - down 1.0% during 2022, from $14M to $14M. Reported net income was -$133K.
How have Sunwest Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunwest Bank's sponsor-wide assets grew 65.6%, from $14M to $23M.
Which 401(k) plans are similar in size to Sunwest Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Reading Company 401(k) Retirement Plan in PA ($14M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Sunwest Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L.I.F. Industries, Inc. 401(k) Plan in NY (194 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 952630202.

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.