401(k) · DOL Form 5500 · 2022
Mountain West Retirement Corporation 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1,117
- Participants Near avg headcount
- 42nd
- Percentile by assets National rank
- $2,919
- Avg per participant Low balance/head
Official DOL plan name: Mountain West Group 401(k) Plan · Sponsored by Mountain West Retirement Corporation · Oregon · Healthcare & Social Assistance
$3M in assets, 1,117 participants
Mountain West Retirement Corporation's Mountain West Group 401(k) Plan reported $3M in total assets and 1,117 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #9,256 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Mountain West Group 401(k) Plan covers 1,117 participants in Oregon, 2.5x the typical Oregon plan (state average ~443 per filing). Assets: $3M.
- #9,256
- in Healthcare & Social Assistance (20,060 peers)
- -10.2%
- assets change YoY
The plan reported a net loss of $369K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mountain West Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mountain West Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,260,481 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mountain West Group 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountain West Group 401(k) Plan lands in the large band (1,117 participants).
Published 5500 schedule card
Filing strip 931263839 · Mountain West Retirement Corporation PY 2022 · 401(k)
Mountain West Group 401(k) Plan · $3M · 1,117 · 42nd
- 5500 $3M
- 5500 1,117
- 5500 42nd
- 5500 401(k)
- 5500 near Sth 401(k) Plan
- 5500 ind #9256
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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →
Mountain West Group 401(k) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$369K |
| Employer EIN | 931263839 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mountain West Retirement Corporation)
Sponsor-wide plan assets over time
All Mountain West Retirement Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 66.31141233456044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,117 | $3M |
| 2023 | 1 | 1,131 | $4M |
| 2024 | 1 | 1,291 | $5M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Mountain West Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Sth 401(k) Plan in MD ($3M); by covered participants it is The Cathay General Bancorp 401(k) Profit Sharing Plan in CA (1,117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Sth 401(k) Plan (MD) $3M · 53
- Catalyze, LLC 401(k) Retirement Plan (CO) $3M · 101
- Playlv Gaming 401(k) Plan (NV) $3M · 298
- Kinetic Physical Therapy and Wellness 401(k) Plan (NC) $3M · 142
Similar participant headcount
Nearest other-state filings by covered participants (1,117 participants); asset peers above are excluded.
- The Cathay General Bancorp 401(k) Profit Sharing Plan (CA) 1,117 · 0 off
- Grove Collaborative, Inc. 401(k) Plan (CA) 1,117 · 0 off
- 20/20 Plumbing & Heating, Inc. 401(k) Plan (CA) 1,117 · 0 off
- Florida Orthopaedic Institute 401(k) Plan (FL) 1,117 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.