401(k) · DOL Form 5500 · 2022

Mountain West Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
290
Participants Below avg headcount
74th
Percentile by assets National rank
$54,841
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mountain West Financial, Inc. 401(k) Profit Sharing Plan · Sponsored by Mountain West Financial, Inc. · California · Finance & Insurance

$16M in assets, 290 participants

Mountain West Financial, Inc.'s Mountain West Financial, Inc. 401(k) Profit Sharing Plan reported $16M in total assets and 290 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,444 in Finance & Insurance (9,261 peers)

Coverage in California

Mountain West Financial, Inc. 401(k) Profit Sharing Plan covers 290 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $16M.

#5,444
in Finance & Insurance (9,261 peers)
-30.3%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mountain West Financial, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Mountain West Financial, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,903,981 Top 26% higher than 74% 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

Mountain West Financial, Inc. 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. Mountain West Financial, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (290 participants).

DOL schedule card

Filing strip 330419992 · Mountain West Financial, Inc. PY 2022 · 401(k)

Mountain West Financial, Inc. 401(k) Profit Sharing Plan · $16M · 290 · 74th

  • RANK $16M
  • PHOTO 290
  • IND 74th
  • EOY 401(k)
  • 5500 near Friendship Senior Options, Nfp 401(k) Savings & Retirement Plan
  • ASSETS ind #5444

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 →

Mountain West Financial, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Mountain West Financial, Inc. 401(k) Profit Sharing PlanMountain West Financial, Inc…$16MFriendship Senior Options, Nfp 401(k) Savings & Retirement PlanFriendship Senior Options, N…$16MD & S Machine Service, Inc. 401(k) PlanD & S Machine Service, Inc. …$16MThe Cly-Del Manufacturing Company 401(k) PlanThe Cly-Del Manufacturing Co…$16MMww Group 401(k) Plan$16M
End-of-year total assets ($M) among Mountain West Financial, Inc. 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)$23M
Net Assets (End of Year)$16M
Net Income-$7M
Employer EIN330419992
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountain West Financial, Inc.)

Sponsor-wide plan assets over time

All Mountain West Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 4.147772812354341% vs 2022
2023 filing year
$15M$15.2M$15.4M$15.6M$15.8M$16M 20222023 $15.9M $15.2M ▼ -4.2%
Year Plans Participants Total Assets
2022 1 290 $16M
2023 2 323 $15M

Nearby 401(k) Plans in California

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

Mountain West Financial, Inc. 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 ($B) Participants Mountain West Financial, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.015903981 · Participants: 290Mountain West Financial, Inc. 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
Mountain West Financial, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mountain West Financial, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mountain West Financial, Inc. 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 Friendship Senior Options, Nfp 401(k) Savings & Retirement Plan in IL ($16M); by covered participants it is Vytex Corporation 401(k) Plan in MD (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Mountain West Financial, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Mountain West Financial, Inc. 401(k) Profit Sharing Plan contracted severely - down 30.3% during 2022, from $23M to $16M. Reported net income was -$7M.
How have Mountain West Financial, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mountain West Financial, Inc.'s sponsor-wide assets declined 4.1%, from $16M to $15M.
Which 401(k) plans are similar in size to Mountain West Financial, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Friendship Senior Options, Nfp 401(k) Savings & Retirement Plan in IL ($16M, 822 participants).
Which 401(k) plans cover a similar participant headcount to Mountain West Financial, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vytex Corporation 401(k) Plan in MD (290 participants, $4M 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 330419992.

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.