401(k) · DOL Form 5500 · 2023

Mission Wealth Management, L.P. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
87
Participants Small participant base
71st
Percentile by assets National rank
$207,759
Avg per participant Above avg balance/head
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Official DOL plan name: Mission Wealth Management, L.P. 401(k) Plan · Sponsored by Mission Wealth Management, L.P. · California · Finance & Insurance

$18M in assets, 87 participants

Mission Wealth Management, L.P.'s Mission Wealth Management, L.P. 401(k) Plan reported $18M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,043 in Finance & Insurance (8,869 peers)

Mission Wealth Management, L.P. multi-year trail

Mission Wealth Management, L.P.'s plans moved +78.2% in assets from 2022 to 2024; this filing shows Mission Wealth Management, L.P. 401(k) Plan at $18M / 87 participants.

#5,043
in Finance & Insurance (8,869 peers)
+37.7%
assets growth YoY

Mission Wealth Management, L.P. 401(k) Plan's outsized position by total assets

Mission Wealth Management, L.P. 401(k) Plan vs every filed plan by assets

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

$18,075,036 Top 29% higher than 71% 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

Mission Wealth Management, L.P. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mission Wealth Management, L.P. 401(k) Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mission Wealth Management, L.P. 401(k) Plan reported net income rose from -$657K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mission Wealth Management, L.P. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Mission Wealth Management, L.P. 401(k) Plan reported participants rose from 77 in the plan year 2022 filing to 87 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823762916 · Mission Wealth Management, L.P. PY 2023 · 401(k)

Mission Wealth Management, L.P. 401(k) Plan · $18M · 87 · 71st

  • NET $18M
  • NET 87
  • NET 71st
  • NET 401(k)
  • NET near Bmi Federal Credit Union 401(k) Plan
  • NET ind #5043

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 →

Mission Wealth Management, L.P. 401(k) Plan in the asset neighbourhood

Mission Wealth Management, L.P. 401(k) PlanMission Wealth Management, L…$18MBmi Federal Credit Union 401(k) PlanBmi Federal Credit Union 401…$18MLab Logistics, LLC 401(k) Retirement PlanLab Logistics, LLC 401(k) Re…$18MImi Management, Inc. 401(k) Retirement PlanImi Management, Inc. 401(k) …$18MCommunity Physicians Group 401(k) Profit Sharing PlanCommunity Physicians Group 4…$18M
End-of-year total assets ($M) among Mission Wealth Management, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mission Wealth Management, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Mission Wealth Management, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 78.23311885102902% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.1M $23.4M ▲ +78.2%
Year Plans Participants Total Assets
2022 1 77 $13M
2023 1 87 $18M
2024 1 106 $23M

Mission Wealth Management, L.P. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$5M
Employer EIN823762916
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mission Wealth Management, L.P. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mission Wealth Management, L.P. 401(k) Plan, Total assets ($B): 0.018075036 · Participants: 87Mission Wealth Management, L.P. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mission Wealth Management, L.P. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mission Wealth Management, L.P. 401(k) Plan side-by-side with 3 peers →

Mission Wealth Management, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bmi Federal Credit Union 401(k) Plan in OH ($18M); by covered participants it is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Mission Wealth Management, L.P. 401(k) Plan assets move in 2023? ▼
Mission Wealth Management, L.P. 401(k) Plan surged - up 37.7% during 2023, from $13M to $18M. Reported net income was $5M.
How have Mission Wealth Management, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mission Wealth Management, L.P.'s sponsor-wide assets grew 78.2%, from $13M to $23M.
Which 401(k) plans are similar in size to Mission Wealth Management, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bmi Federal Credit Union 401(k) Plan in OH ($18M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Mission Wealth Management, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 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 823762916.

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.