401(k) · DOL Form 5500 · 2023
Alliance West Mortgage Inc 401(k) Plan
Data updated 2026-08-25
- $632K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $63,210
- Avg per participant Low balance/head
Official DOL plan name: Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Alliance West Mortgage Inc · California · Professional & Technical Services
$632K in assets, 10 participants
Alliance West Mortgage Inc's Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust reported $632K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,010 in Professional & Technical Services (20,321 peers)
Alliance West Mortgage Inc multi-year trail
Alliance West Mortgage Inc's plans moved +44.0% in assets from 2022 to 2023; this filing shows Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust at $632K / 10 participants.
- #3,010
- in Professional & Technical Services (20,321 peers)
- +44.0%
- assets growth YoY
Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$632,097 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$111K in the plan year 2022 filing to $193K in the plan year 2023 filing.
- Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $439K in the plan year 2022 filing to $632K in the plan year 2023 filing.
- Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 14 in the plan year 2022 filing to 10 in the plan year 2023 filing.
DOL schedule card
Filing strip 270574760 · Alliance West Mortgage Inc PY 2023 · 401(k)
Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust · $632K · 10 · 20th
- SCH $632K
- SCH 10
- SCH 20th
- SCH 401(k)
- SCH near Rabtown Inc. Retirement Plan
- SCH ind #3010
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 Professional & Technical Services retirement plans → · Plans in California →
Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Alliance West Mortgage Inc multi-year asset trail
Sponsor-wide plan assets over time
All Alliance West Mortgage Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $632K 44.0141896002169% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $439K |
| 2023 | 1 | 10 | $632K |
Alliance West Mortgage Inc filing trail (2023)
| Total Assets (Beginning of Year) | $439K |
|---|---|
| Net Assets (End of Year) | $632K |
| Net Income | $193K |
| Employer EIN | 270574760 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Alliance West Mortgage Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Rabtown Inc. Retirement Plan in FL ($632K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($632K here).
- Rabtown Inc. Retirement Plan (FL) $632K · 1
- Chung & Do Holding Corporation 401(k) Plan (WA) $632K · 2
- Devs Foods, LLC 401(k) Plan (NJ) $632K · 859
- Idaho Tank & Culvert, Inc. Profit Sharing and 401(k) Plan (ID) $633K · 18
Similar participant headcount
Nearest other-state filings by covered participants (10 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.