401(k) · DOL Form 5500 · 2023

M Financial Holdings Incorporated 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
282
Participants Below avg headcount
90th
Percentile by assets National rank
$288,511
Avg per participant High balance/head
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Official DOL plan name: M Financial Holdings Incorporated 401(k) Plan · Sponsored by M Financial Holdings Incorporated · Oregon · Finance & Insurance

$81M in assets, 282 participants

M Financial Holdings Incorporated's M Financial Holdings Incorporated 401(k) Plan reported $81M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,478 in Finance & Insurance (8,869 peers)

Where M Financial Holdings Incorporated 401(k) Plan sits by assets

M Financial Holdings Incorporated 401(k) Plan sits in the top 10% of all filed plans by assets, $81M for 282 participants (~$288,511/participant), up 15.3% in 2023.

#7,478
in Finance & Insurance (8,869 peers)
+15.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

M Financial Holdings Incorporated 401(k) Plan's outsized position by total assets

M Financial Holdings Incorporated 401(k) Plan vs every filed plan by assets

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

$81,360,111 Top 10% higher than 90% 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

M Financial Holdings Incorporated 401(k) 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. M Financial Holdings Incorporated 401(k) Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M Financial Holdings Incorporated 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • M Financial Holdings Incorporated 401(k) Plan end-of-year assets rose from $71M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • M Financial Holdings Incorporated 401(k) Plan reported participants rose from 272 in the plan year 2022 filing to 282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 931189872 · M Financial Holdings Incorporated PY 2023 · 401(k)

M Financial Holdings Incorporated 401(k) Plan · $81M · 282 · 90th

  • RANK $81M
  • PHOTO 282
  • IND 90th
  • EOY 401(k)
  • 5500 near Agios Pharmaceuticals 401(k) Plan
  • ASSETS ind #7478

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 Oregon →

M Financial Holdings Incorporated 401(k) Plan in the asset neighbourhood

Lea & Elliott, Inc. Employees' Profit Sharing 401(k) PlanLea & Elliott, Inc. Employee…$81MDes Moines Orthopaedic Surgeons, P.C. 401(k) Profit Sharing PlanDes Moines Orthopaedic Surge…$81MThe Ashgrove Holdings 401(k) PlanThe Ashgrove Holdings 401(k)…$81MM Financial Holdings Incorporated 401(k) PlanM Financial Holdings Incorpo…$81MAgios Pharmaceuticals 401(k) PlanAgios Pharmaceuticals 401(k)…$81M
End-of-year total assets ($M) among M Financial Holdings Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$81M
Net Income$11M
Employer EIN931189872
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M Financial Holdings Incorporated)

Sponsor-wide plan assets over time

All M Financial Holdings Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$92M 29.89329555793065% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.6M $91.7M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 272 $71M
2023 1 282 $81M
2024 1 286 $92M

Nearby 401(k) Plans in Oregon

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

M Financial Holdings Incorporated 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants M Financial Holdings Incorporated 401(k) Plan, Total assets ($B): 0.081360111 · Participants: 282M Financial Holdings Incorporated 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
M Financial Holdings Incorporated 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare M Financial Holdings Incorporated 401(k) Plan side-by-side with 3 peers →

M Financial Holdings Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Agios Pharmaceuticals 401(k) Plan in MA ($81M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 M Financial Holdings Incorporated 401(k) Plan assets move in 2023? ▼
M Financial Holdings Incorporated 401(k) Plan grew sharply - up 15.3% during 2023, from $71M to $81M. Reported net income was $11M.
How have M Financial Holdings Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M Financial Holdings Incorporated's sponsor-wide assets grew 29.9%, from $71M to $92M.
Where does M Financial Holdings Incorporated 401(k) Plan rank by assets among Form 5500 filers? ▼
M Financial Holdings Incorporated 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to M Financial Holdings Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agios Pharmaceuticals 401(k) Plan in MA ($81M, 392 participants).
Which 401(k) plans cover a similar participant headcount to M Financial Holdings Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Arcticom Group, LLC 401(k) Plan in CA (282 participants, $10M 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 931189872.

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.