401(k) · DOL Form 5500 · 2022

Great Western Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
126
Participants Small participant base
36th
Percentile by assets National rank
$18,095
Avg per participant Low balance/head
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Official DOL plan name: Great Western Financial Services, Inc. 401(k) Plan · Sponsored by Great Western Financial Services, Inc. · Texas · Finance & Insurance

$2M in assets, 126 participants

Great Western Financial Services, Inc.'s Great Western Financial Services, Inc. 401(k) Plan reported $2M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,253 in Finance & Insurance (9,261 peers)

Coverage in Texas

Great Western Financial Services, Inc. 401(k) Plan covers 126 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#2,253
in Finance & Insurance (9,261 peers)
-14.2%
assets change YoY

The plan reported a net loss of $376K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Great Western Financial Services, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Great Western Financial Services, Inc. 401(k) Plan vs every filed plan by assets

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

$2,279,964 36th percentile higher than 36% 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

Great Western Financial Services, Inc. 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. Great Western Financial Services, Inc. 401(k) Plan sits mid-pack in the medium band (126 participants).

DOL schedule card

Filing strip 751794257 · Great Western Financial Services, Inc. PY 2022 · 401(k)

Great Western Financial Services, Inc. 401(k) Plan · $2M · 126 · 36th

  • VS-ST $2M
  • BOY 126
  • SCH 36th
  • EBSA 401(k)
  • PART near Alpha Services Company of Rochester 401(k) Plan
  • TYPE ind #2253

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 Texas →

Great Western Financial Services, Inc. 401(k) Plan in the asset neighbourhood

Great Western Financial Services, Inc. 401(k) PlanGreat Western Financial Serv…$2MAlpha Services Company of Rochester 401(k) PlanAlpha Services Company of Ro…$2MGaum, Inc. 401(k) Plan$2MInstitute of Plastic Surgery P 401(k) Profit Sharing Plan & TrustInstitute of Plastic Surgery…$2MTricoci University of Beauty C 401(k) Profit Sharing Plan and TrTricoci University of Beauty…$2M
End-of-year total assets ($M) among Great Western Financial Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$376K
Employer EIN751794257
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Great Western Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Great Western Financial Services, Inc. 401(k) Plan, Total assets ($B): 0.002279964 · Participants: 126Great Western Financial Services, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Great Western Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Great Western Financial Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Alpha Services Company of Rochester 401(k) Plan in MN ($2M); by covered participants it is Quality Healthcare, Inc. 401(k) Plan in KS (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Great Western Financial Services, Inc. 401(k) Plan assets move in 2022?
Great Western Financial Services, Inc. 401(k) Plan pulled back noticeably - down 14.2% during 2022, from $3M to $2M. Reported net income was -$376K.
Which 401(k) plans are similar in size to Great Western Financial Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Alpha Services Company of Rochester 401(k) Plan in MN ($2M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Great Western Financial Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Quality Healthcare, Inc. 401(k) Plan in KS (126 participants, $46K in assets).