Profit Sharing · DOL Form 5500 · 2022

Sun West Mortgage Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$935K
Total assets Small plan by assets
38
Participants Small participant base
24th
Percentile by assets National rank
$24,612
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sun West Mortgage Co 1081. 01(D) Plan · Sponsored by Sun West Mortgage Company, Inc. · Puerto Rico · Finance & Insurance

$935K in assets, 38 participants

Sun West Mortgage Company, Inc.'s Sun West Mortgage Co 1081. 01(D) Plan reported $935K in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,475 in Finance & Insurance (9,261 peers)

Sun West Mortgage Company, Inc. multi-year trail

Sun West Mortgage Company, Inc.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Sun West Mortgage Co 1081. 01(D) Plan at $935K / 38 participants.

#1,475
in Finance & Insurance (9,261 peers)
-1.8%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sun West Mortgage Co 1081. 01(D) Plan among the smaller filed plans by assets

Sun West Mortgage Co 1081. 01(D) Plan vs every filed plan by assets

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

$935,274 24th percentile higher than 24% 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

Sun West Mortgage Co 1081. 01(D) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun West Mortgage Co 1081. 01(D) Plan is a small filing (38 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 953523796 · Sun West Mortgage Company, Inc. PY 2022 · Profit Sharing

Sun West Mortgage Co 1081. 01(D) Plan · $935K · 38 · 24th

  • PHOTO $935K
  • IND 38
  • EOY 24th
  • 5500 Profit Sharing
  • ASSETS near Dr. Leonard Ingber Profit Sharing Plan
  • PCT ind #1475

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 Puerto Rico →

Sun West Mortgage Co 1081. 01(D) Plan in the asset neighbourhood

Sun West Mortgage Co 1081. 01(D) PlanSun West Mortgage Co 1081. 0…$935KDr. Leonard Ingber Profit Sharing PlanDr. Leonard Ingber Profit Sh…$935KArtmark Mold & Tool Corp. Profit Sharing PlanArtmark Mold & Tool Corp. Pr…$935KBlue Spruce Building Materials, Co. Retirement PlanBlue Spruce Building Materia…$935KCharles Sheppard Farms Self-Employed Profit Sharing PlanCharles Sheppard Farms Self-…$935K
End-of-year total assets ($M) among Sun West Mortgage Co 1081. 01(D) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Sun West Mortgage Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sun West Mortgage Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 34.70681500815218% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13M $17.5M ▲ +34.6%
Year Plans Participants Total Assets
2022 2 607 $13M
2023 2 434 $15M
2024 2 381 $17M

Sun West Mortgage Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$953K
Net Assets (End of Year)$935K
Net Income-$17K
Employer EIN953523796
Plan Effective Date2012-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sun West Mortgage Co 1081. 01(D) Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Sun West Mortgage Co 1081. 01(D) Plan, Total assets ($M): 0.935274 · Participants: 38Sun West Mortgage Co 1081. 01(D) PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Sun West Mortgage Co 1081. 01(D) Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Sun West Mortgage Co 1081. 01(D) Plan side-by-side with 3 peers →

Sun West Mortgage Co 1081. 01(D) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Dr. Leonard Ingber Profit Sharing Plan in NY ($935K); by covered participants it is Warren Bank Profit Sharing Plan in AR (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Sun West Mortgage Co 1081. 01(D) Plan assets move in 2022? ▼
Sun West Mortgage Co 1081. 01(D) Plan edged down modestly - down 1.8% during 2022, from $953K to $935K. Reported net income was -$17K.
How have Sun West Mortgage Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun West Mortgage Company, Inc.'s sponsor-wide assets grew 34.7%, from $13M to $17M.
Where does Sun West Mortgage Co 1081. 01(D) Plan rank by assets among Form 5500 filers? ▼
Sun West Mortgage Co 1081. 01(D) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sun West Mortgage Co 1081. 01(D) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dr. Leonard Ingber Profit Sharing Plan in NY ($935K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Sun West Mortgage Co 1081. 01(D) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Warren Bank Profit Sharing Plan in AR (38 participants, $1M 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 953523796.

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.