401(k) · DOL Form 5500 · 2022

Sun West Mortgage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
569
Participants Below avg headcount
69th
Percentile by assets National rank
$21,126
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sun West Mortgage Co., 401(k) Plan · Sponsored by Sun West Mortgage Company, Inc. · California · Finance & Insurance

$12M in assets, 569 participants

Sun West Mortgage Company, Inc.'s Sun West Mortgage Co., 401(k) Plan reported $12M in total assets and 569 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,844 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., 401(k) Plan at $12M / 569 participants.

#4,844
in Finance & Insurance (9,261 peers)
-32.9%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sun West Mortgage Co., 401(k) Plan's outsized position by total assets

Sun West Mortgage Co., 401(k) Plan vs every filed plan by assets

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

$12,020,778 Top 31% higher than 69% 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., 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. Sun West Mortgage Co., 401(k) Plan sits mid-pack in the medium band (569 participants).

EBSA filing schedule strip

Filing strip 953523796 · Sun West Mortgage Company, Inc. PY 2022 · 401(k)

Sun West Mortgage Co., 401(k) Plan · $12M · 569 · 69th

  • IND $12M
  • IND 569
  • IND 69th
  • IND 401(k)
  • IND near Electronic Vision Systems Retirement Plan
  • IND ind #4844

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 →

Sun West Mortgage Co., 401(k) Plan in the asset neighbourhood

Sun West Mortgage Co., 401(k) PlanSun West Mortgage Co., 401(k…$12MElectronic Vision Systems Retirement PlanElectronic Vision Systems Re…$12MTouton Holdings, Ltd 401(k) PlanTouton Holdings, Ltd 401(k) …$12MCitizant, Inc. 401(k) Plan$12MTelgian Profit Sharing Plan$12M
End-of-year total assets ($M) among Sun West Mortgage Co., 401(k) Plan and nearest nationwide 401(k) 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)$18M
Net Assets (End of Year)$12M
Net Income-$6M
Employer EIN953523796
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sun West Mortgage Co., 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sun West Mortgage Co., 401(k) Plan, Total assets ($B): 0.012020778 · Participants: 569Sun West Mortgage Co., 401(k) 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
Sun West Mortgage Co., 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sun West Mortgage Co., 401(k) Plan side-by-side with 3 peers →

Sun West Mortgage Co., 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Electronic Vision Systems Retirement Plan in NJ ($12M); by covered participants it is Bramco Retirement Plan in KY (569 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (569 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., 401(k) Plan assets move in 2022? ▼
Sun West Mortgage Co., 401(k) Plan contracted severely - down 32.9% during 2022, from $18M to $12M. Reported net income was -$6M.
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.
Which 401(k) plans are similar in size to Sun West Mortgage Co., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electronic Vision Systems Retirement Plan in NJ ($12M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Sun West Mortgage Co., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bramco Retirement Plan in KY (569 participants, $70M 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.