401(k) · DOL Form 5500 · 2023

Mountain West Retirement Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1,131
Participants Near avg headcount
41st
Percentile by assets National rank
$3,798
Avg per participant Low balance/head
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Official DOL plan name: Mountain West Group 401(k) Plan · Sponsored by Mountain West Retirement Corporation · Oregon · Healthcare & Social Assistance

$4M in assets, 1,131 participants

Mountain West Retirement Corporation's Mountain West Group 401(k) Plan reported $4M in total assets and 1,131 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,897 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Mountain West Group 401(k) Plan covers 1,131 participants in Oregon, 2.6x the typical Oregon plan (state average ~443 per filing). Assets: $4M.

#7,897
in Healthcare & Social Assistance (17,684 peers)
+31.7%
assets growth YoY

Mountain West Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mountain West Group 401(k) Plan vs every filed plan by assets

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

$4,295,057 41st percentile higher than 41% 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 Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountain West Group 401(k) Plan lands in the large band (1,131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mountain West Group 401(k) Plan reported net income rose from -$369K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mountain West Group 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mountain West Group 401(k) Plan reported participants rose from 1,117 in the plan year 2022 filing to 1,131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 931263839 · Mountain West Retirement Corporation PY 2023 · 401(k)

Mountain West Group 401(k) Plan · $4M · 1,131 · 41st

  • IND $4M
  • IND 1,131
  • IND 41st
  • IND 401(k)
  • IND near Peak Completion Technology, Inc. 401(k) Plan
  • IND ind #7897

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Mountain West Group 401(k) Plan in the asset neighbourhood

Mountain West Group 401(k) PlanMountain West Group 401(k) P…$4MPeak Completion Technology, Inc. 401(k) PlanPeak Completion Technology, …$4MRohan & Harper, P. C. 401(k) PlanRohan & Harper, P. C. 401(k)…$4MNasoya Foods USA, LLC 401(k) Retirement PlanNasoya Foods USA, LLC 401(k)…$4MTko Graphix 401(k) Retirement PlanTko Graphix 401(k) Retiremen…$4M
End-of-year total assets ($M) among Mountain West Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN931263839
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountain West Retirement Corporation)

Sponsor-wide plan assets over time

All Mountain West Retirement Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 66.31141233456044% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.26M $5.42M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 1,117 $3M
2023 1 1,131 $4M
2024 1 1,291 $5M

Nearby 401(k) Plans in Oregon

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

Mountain West Group 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Mountain West Group 401(k) Plan, Total assets ($B): 0.004295057 · Participants: 1131Mountain West Group 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
Mountain West Group 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Mountain West Group 401(k) Plan side-by-side with 3 peers →

Mountain West Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Peak Completion Technology, Inc. 401(k) Plan in TX ($4M); by covered participants it is Young Automotive Group 401(k) Profit Sharing Plan in UT (1,131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,131 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 Group 401(k) Plan assets move in 2023? ▼
Mountain West Group 401(k) Plan surged - up 31.7% during 2023, from $3M to $4M. Reported net income was $1M.
How have Mountain West Retirement Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountain West Retirement Corporation's sponsor-wide assets grew 66.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Mountain West Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peak Completion Technology, Inc. 401(k) Plan in TX ($4M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Mountain West Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Young Automotive Group 401(k) Profit Sharing Plan in UT (1,131 participants, $33M 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 931263839.

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.