401(k) · DOL Form 5500 · 2022

Amwest Funding Corp. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
153
Participants Small participant base
63rd
Percentile by assets National rank
$60,171
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amwest Funding Corp. 401(k) Plan and Trust · Sponsored by Amwest Funding Corp. · California · Finance & Insurance

$9M in assets, 153 participants

Amwest Funding Corp.'s Amwest Funding Corp. 401(k) Plan and Trust reported $9M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,319 in Finance & Insurance (9,261 peers)

Coverage in California

Amwest Funding Corp. 401(k) Plan and Trust covers 153 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $9M.

#4,319
in Finance & Insurance (9,261 peers)
-8.8%
assets change YoY

The plan reported a net loss of $885K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amwest Funding Corp. 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Amwest Funding Corp. 401(k) Plan and Trust vs every filed plan by assets

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

$9,206,174 Top 37% higher than 63% 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

Amwest Funding Corp. 401(k) Plan and Trust 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. Amwest Funding Corp. 401(k) Plan and Trust sits mid-pack in the medium band (153 participants).

EBSA filing schedule strip

Filing strip 954539084 · Amwest Funding Corp. PY 2022 · 401(k)

Amwest Funding Corp. 401(k) Plan and Trust · $9M · 153 · 63rd

  • EIN $9M
  • RANK 153
  • PHOTO 63rd
  • IND 401(k)
  • EOY near Ripken Baseball, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #4319

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 →

Amwest Funding Corp. 401(k) Plan and Trust in the asset neighbourhood

Amwest Funding Corp. 401(k) Plan and TrustAmwest Funding Corp. 401(k) …$9MRipken Baseball, Inc. 401(k) Profit Sharing PlanRipken Baseball, Inc. 401(k)…$9MAxip Energy Services 401(k) Savings PlanAxip Energy Services 401(k) …$9MPower Sales & Advertising, Inc. 401(k) PlanPower Sales & Advertising, I…$9MRetirement Income Security Plan-Mod PizzaRetirement Income Security P…$9M
End-of-year total assets ($M) among Amwest Funding Corp. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$885K
Employer EIN954539084
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amwest Funding Corp.)

Sponsor-wide plan assets over time

All Amwest Funding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 50.96002964966772% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.21M $13.9M ▲ +50.9%
Year Plans Participants Total Assets
2022 1 153 $9M
2023 1 141 $12M
2024 1 136 $14M

Nearby 401(k) Plans in California

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

Amwest Funding Corp. 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Amwest Funding Corp. 401(k) Plan and Trust, Total assets ($B): 0.009206174 · Participants: 153Amwest Funding Corp. 401(k) Plan and TrustWells 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
Amwest Funding Corp. 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Amwest Funding Corp. 401(k) Plan and Trust side-by-side with 3 peers →

Amwest Funding Corp. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ripken Baseball, Inc. 401(k) Profit Sharing Plan in MD ($9M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Amwest Funding Corp. 401(k) Plan and Trust assets move in 2022? ▼
Amwest Funding Corp. 401(k) Plan and Trust pulled back noticeably - down 8.8% during 2022, from $10M to $9M. Reported net income was -$885K.
How have Amwest Funding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amwest Funding Corp.'s sponsor-wide assets grew 51.0%, from $9M to $14M.
Which 401(k) plans are similar in size to Amwest Funding Corp. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ripken Baseball, Inc. 401(k) Profit Sharing Plan in MD ($9M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Amwest Funding Corp. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants, N/A 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 954539084.

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.