401(k) · DOL Form 5500 · 2022

Pacific West Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
35th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Pacific West Advisors, Inc. 401-K Profit Sharing Plan · Sponsored by Pacific West Advisors, Inc. · California · Real Estate

$2M in assets, 1 participants

Pacific West Advisors, Inc.'s Pacific West Advisors, Inc. 401-K Profit Sharing Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,713 in Real Estate (5,057 peers)

Pacific West Advisors, Inc. multi-year trail

Pacific West Advisors, Inc.'s plans moved -10.7% in assets from 2022 to 2024; this filing shows Pacific West Advisors, Inc. 401-K Profit Sharing Plan at $2M / 1 participant.

#2,713
in Real Estate (5,057 peers)
+2.5%
assets growth YoY

Pacific West Advisors, Inc. 401-K Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Pacific West Advisors, Inc. 401-K Profit Sharing Plan vs every filed plan by assets

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

$2,189,785 35th percentile higher than 35% 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

Pacific West Advisors, Inc. 401-K Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific West Advisors, Inc. 401-K Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 474174962 · Pacific West Advisors, Inc. PY 2022 · 401(k)

Pacific West Advisors, Inc. 401-K Profit Sharing Plan · $2M · 1 · 35th

  • ASSETS $2M
  • ASSETS 1
  • ASSETS 35th
  • ASSETS 401(k)
  • ASSETS near Northern Marine Management USA LLC Employee Savings Plan
  • ASSETS ind #2713

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 Real Estate retirement plans → · Plans in California →

Pacific West Advisors, Inc. 401-K Profit Sharing Plan in the asset neighbourhood

Pacific West Advisors, Inc. 401-K Profit Sharing PlanPacific West Advisors, Inc. …$2MNorthern Marine Management USA LLC Employee Savings PlanNorthern Marine Management U…$2MSecuritycoverage, Inc. Retirement PlanSecuritycoverage, Inc. Retir…$2MBandana's Bar-B-Q 401(k) Plan$2MGardens Radiology Associates P 401(k) Profit Sharing Plan & TrustGardens Radiology Associates…$2M
End-of-year total assets ($M) among Pacific West Advisors, Inc. 401-K Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pacific West Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pacific West Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.680135264420937% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.19M $1.96M ▼ -10.5%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Pacific West Advisors, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$53K
Employer EIN474174962
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pacific West Advisors, 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 ($B) Participants Pacific West Advisors, Inc. 401-K Profit Sharing Plan, Total assets ($B): 0.002189785 · Participants: 1Pacific West Advisors, 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
Pacific West Advisors, Inc. 401-K Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pacific West Advisors, Inc. 401-K Profit Sharing Plan side-by-side with 3 peers →

Pacific West Advisors, 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 Northern Marine Management USA LLC Employee Savings Plan in TX ($2M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Pacific West Advisors, Inc. 401-K Profit Sharing Plan assets move in 2022? ▼
Pacific West Advisors, Inc. 401-K Profit Sharing Plan edged up modestly - up 2.5% during 2022, from $2M to $2M. Reported net income was $53K.
How have Pacific West Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific West Advisors, Inc.'s sponsor-wide assets declined 10.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Pacific West Advisors, Inc. 401-K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northern Marine Management USA LLC Employee Savings Plan in TX ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Pacific West Advisors, Inc. 401-K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 474174962.

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.