401(k) · DOL Form 5500 · 2023

Sun West Mortgage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
359
Participants Below avg headcount
65th
Percentile by assets National rank
$37,605
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sun West Mortgage Co., 401(k) Plan · Sponsored by Sun West Mortgage Company, Inc. · California · Finance & Insurance

$14M in assets, 359 participants

Sun West Mortgage Company, Inc.'s Sun West Mortgage Co., 401(k) Plan reported $14M in total assets and 359 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,442 in Finance & Insurance (8,869 peers)

Sun West Mortgage Company, Inc. multi-year trail

Sun West Mortgage Company, Inc.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Sun West Mortgage Co., 401(k) Plan at $14M / 359 participants.

#4,442
in Finance & Insurance (8,869 peers)
+12.3%
assets growth YoY

Sun West Mortgage Co., 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Sun West Mortgage Co., 401(k) Plan vs every filed plan by assets

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

$13,500,234 Top 35% higher than 65% 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

Sun West Mortgage Co., 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. Sun West Mortgage Co., 401(k) Plan sits mid-pack in the medium band (359 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun West Mortgage Co., 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sun West Mortgage Co., 401(k) Plan reported participants fell from 569 in the plan year 2022 filing to 359 in the plan year 2023 filing.
  • Sun West Mortgage Co., 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953523796 · Sun West Mortgage Company, Inc. PY 2023 · 401(k)

Sun West Mortgage Co., 401(k) Plan · $14M · 359 · 65th

  • SCH $14M
  • EBSA 359
  • PART 65th
  • TYPE 401(k)
  • NET near Foxhire / Patriot Software 401(k) Plan
  • BOOK ind #4442

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 →

Sun West Mortgage Co., 401(k) Plan in the asset neighbourhood

Sun West Mortgage Co., 401(k) PlanSun West Mortgage Co., 401(k…$14MFoxhire / Patriot Software 401(k) PlanFoxhire / Patriot Software 4…$14MMobro Marine, Inc. 401(k) PlanMobro Marine, Inc. 401(k) Pl…$14MGce International, Inc. 401(k) Profit Sharing PlanGce International, Inc. 401(…$14MW. D. Matthews Machinery Co. 401(k) PlanW. D. Matthews Machinery Co.…$13M
End-of-year total assets ($M) among Sun West Mortgage Co., 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sun West Mortgage Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sun West Mortgage Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 34.70681500815218% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13M $17.5M ▲ +34.6%
Year Plans Participants Total Assets
2022 2 607 $13M
2023 2 434 $15M
2024 2 381 $17M

Sun West Mortgage Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN953523796
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sun West Mortgage Co., 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sun West Mortgage Co., 401(k) Plan, Total assets ($B): 0.013500234 · Participants: 359Sun West Mortgage Co., 401(k) 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
Sun West Mortgage Co., 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sun West Mortgage Co., 401(k) Plan side-by-side with 3 peers →

Sun West Mortgage Co., 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Foxhire / Patriot Software 401(k) Plan in OH ($14M); by covered participants it is Harmac Medical Products, Inc. Retirement Savings Plan in NY (359 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Sun West Mortgage Co., 401(k) Plan assets move in 2023? ▼
Sun West Mortgage Co., 401(k) Plan grew at a solid clip - up 12.3% during 2023, from $12M to $14M. Reported net income was $1M.
How have Sun West Mortgage Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun West Mortgage Company, Inc.'s sponsor-wide assets grew 34.7%, from $13M to $17M.
Which 401(k) plans are similar in size to Sun West Mortgage Co., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foxhire / Patriot Software 401(k) Plan in OH ($14M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Sun West Mortgage Co., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harmac Medical Products, Inc. Retirement Savings Plan in NY (359 participants, $21M 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 953523796.

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.