401(k)
2023 plan-year 401(k) DOL Form 5500

MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY

This 401(k) plan holds $20M in total assets and serves 223 participants as of 2023. It is sponsored by MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY in Wyoming. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$20M
Participants
223
State
Industry
Finance & Insurance

What the Filing Says About MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN

MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN is a 401(k) retirement plan sponsored by MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY, headquartered in Wyoming. As of the 2023 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 223 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 830181634, and the plan has been effective since 1978-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2023 to $20M at year-end — a gain of 22.1%. Net assets (after liabilities) closed the year at $20M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$4M
Plan Type401(k)
Employer EIN830181634
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY)

Year Plans Participants Total Assets
2022 2 289 $55M
2023 2 285 $62M
2024 2 276 $37M

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Frequently Asked Questions

How much money is in the MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN?
As of the 2023 Form 5500 filing, MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN holds $20M in total assets with 223 participants. It is sponsored by MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY.
What type of plan is MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN?
MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN is a 401(k) plan. It has been effective since 1978-01-01. The plan is filed with the U.S. Department of Labor under EIN 830181634.
Who sponsors the MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN?
MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN is sponsored by MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY, located in Wyoming. The sponsor's EIN is 830181634 and the plan operates in the Finance & Insurance industry.
How did MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN perform in 2023?
MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN grew by 22.1% during 2023, moving from $17M to $20M in total assets. Net income was $4M.
Where can I find official filings for MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN?
Official Form 5500 filings for MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 830181634 or plan name at efast.dol.gov.
How does MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN compare to other plans?
You can compare MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Wyoming on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 830181634.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.