401(k) · DOL Form 5500 · 2023

Freebird Desert Mountain Company, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
177
Participants Small participant base
58th
Percentile by assets National rank
$54,476
Avg per participant Low balance/head
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Official DOL plan name: Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan · Sponsored by Freebird Desert Mountain Company, LLC · Arizona · Retail Trade

$10M in assets, 177 participants

Freebird Desert Mountain Company, LLC's Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan reported $10M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,764 in Retail Trade (8,414 peers)

Coverage in Arizona

Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan covers 177 participants in Arizona, about 31% of the average Arizona filer (state average ~564 per filing). Assets: $10M.

#5,764
in Retail Trade (8,414 peers)
+19.1%
assets growth YoY

Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,642,230 Top 42% higher than 58% of 127,068 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 2023

Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan reported net income rose from -$600K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan reported participants rose from 159 in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464337981 · Freebird Desert Mountain Company, LLC PY 2023 · 401(k)

Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan · $10M · 177 · 58th

  • VS-ST $10M
  • BOY 177
  • SCH 58th
  • EBSA 401(k)
  • PART near Seattle Indian Health Board 401(k) Plan
  • TYPE ind #5764

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 Retail Trade retirement plans → · Plans in Arizona →

Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan in the asset neighbourhood

Pella Windows & Doors Mountain West 401(k) Retirement Savings PlanPella Windows & Doors Mounta…$10MSeattle Indian Health Board 401(k) PlanSeattle Indian Health Board …$10MPb Bancshares, Inc. ESOP W/401(k) ProvisionsPb Bancshares, Inc. ESOP W/4…$10MCentennial Plastics, Inc Retirement PlanCentennial Plastics, Inc Ret…$10MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$10M
End-of-year total assets ($M) among Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN464337981
Plan Effective Date2014-02-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Freebird Desert Mountain Company, LLC)

Sponsor-wide plan assets over time

All Freebird Desert Mountain Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.48839840777403% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.1M $10.7M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 159 $8M
2023 1 177 $10M
2024 1 150 $11M

Nearby 401(k) Plans in Arizona

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

Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan, Total assets ($B): 0.00964223 · Participants: 177Pella Windows & Doors Mountain West 401(k) Retirement Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan side-by-side with 3 peers →

Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Seattle Indian Health Board 401(k) Plan in WA ($10M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan assets move in 2023? ▼
Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan grew sharply - up 19.1% during 2023, from $8M to $10M. Reported net income was $2M.
How have Freebird Desert Mountain Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freebird Desert Mountain Company, LLC's sponsor-wide assets grew 32.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seattle Indian Health Board 401(k) Plan in WA ($10M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464337981.

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.