401(k) · DOL Form 5500 · 2023

Mountain West Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
174
Participants Small participant base
68th
Percentile by assets National rank
$87,611
Avg per participant Below avg balance/head
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Official DOL plan name: Mountain West Financial, Inc. 401(k) Profit Sharing Plan · Sponsored by Mountain West Financial, Inc. · California · Finance & Insurance

$15M in assets, 174 participants

Mountain West Financial, Inc.'s Mountain West Financial, Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,670 in Finance & Insurance (8,869 peers)

Coverage in California

Mountain West Financial, Inc. 401(k) Profit Sharing Plan covers 174 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $15M.

#4,670
in Finance & Insurance (8,869 peers)
-4.1%
assets change YoY

The plan reported a net loss of $574K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mountain West Financial, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Mountain West Financial, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,244,320 Top 32% higher than 68% 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

Mountain West Financial, Inc. 401(k) Profit Sharing 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. Mountain West Financial, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mountain West Financial, Inc. 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to -$574K in the plan year 2023 filing.
  • Mountain West Financial, Inc. 401(k) Profit Sharing Plan reported participants fell from 290 in the plan year 2022 filing to 174 in the plan year 2023 filing.
  • Mountain West Financial, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $16M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330419992 · Mountain West Financial, Inc. PY 2023 · 401(k)

Mountain West Financial, Inc. 401(k) Profit Sharing Plan · $15M · 174 · 68th

  • EIN $15M
  • RANK 174
  • PHOTO 68th
  • IND 401(k)
  • EOY near Handgards, LLC 401(k) Plan
  • 5500 ind #4670

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 →

Mountain West Financial, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union EmployeesSeven Seventeen Credit Union…$15MLewis Food Town, Inc. 401(k) PlanLewis Food Town, Inc. 401(k)…$15MMountain West Financial, Inc. 401(k) Profit Sharing PlanMountain West Financial, Inc…$15MHandgards, LLC 401(k) Plan$15MDetroit Tool & Engineering 401(k) Retirement PlanDetroit Tool & Engineering 4…$15M
End-of-year total assets ($M) among Mountain West Financial, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$574K
Employer EIN330419992
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountain West Financial, Inc.)

Sponsor-wide plan assets over time

All Mountain West Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 4.147772812354341% vs 2022
2023 filing year
$15M$15.2M$15.4M$15.6M$15.8M$16M 20222023 $15.9M $15.2M ▼ -4.2%
Year Plans Participants Total Assets
2022 1 290 $16M
2023 2 323 $15M

Nearby 401(k) Plans in California

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

Mountain West Financial, 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 ($B) Participants Mountain West Financial, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.01524432 · Participants: 174Mountain West Financial, Inc. 401(k) Profit Sharing 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
Mountain West Financial, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mountain West Financial, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mountain West Financial, 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 Handgards, LLC 401(k) Plan in TX ($15M); by covered participants it is Husky Corporation 401(k) Plan in MO (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Mountain West Financial, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Mountain West Financial, Inc. 401(k) Profit Sharing Plan edged down modestly - down 4.1% during 2023, from $16M to $15M. Reported net income was -$574K.
How have Mountain West Financial, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mountain West Financial, Inc.'s sponsor-wide assets declined 4.1%, from $16M to $15M.
Which 401(k) plans are similar in size to Mountain West Financial, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Handgards, LLC 401(k) Plan in TX ($15M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Mountain West Financial, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Husky Corporation 401(k) Plan in MO (174 participants, $14M 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 330419992.

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.