401(k) · DOL Form 5500 · 2023

Sunwest Electric, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
282
Participants Below avg headcount
66th
Percentile by assets National rank
$49,172
Avg per participant Low balance/head
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Official DOL plan name: Sunwest Electric, Inc. 401(k) Profit Sharing Plan · Sponsored by Sunwest Electric, Inc. · California · Construction

$14M in assets, 282 participants

Sunwest Electric, Inc.'s Sunwest Electric, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #5,803 in Construction (9,030 peers)

Coverage in California

Sunwest Electric, Inc. 401(k) Profit Sharing Plan covers 282 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $14M.

#5,803
in Construction (9,030 peers)
+0.7%
assets growth YoY

Sunwest Electric, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Sunwest Electric, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,866,597 Top 34% higher than 66% 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

Sunwest Electric, 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. Sunwest Electric, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunwest Electric, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $99K in the plan year 2023 filing.
  • Sunwest Electric, Inc. 401(k) Profit Sharing Plan reported participants rose from 265 in the plan year 2022 filing to 282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330206309 · Sunwest Electric, Inc. PY 2023 · 401(k)

Sunwest Electric, Inc. 401(k) Profit Sharing Plan · $14M · 282 · 66th

  • VS-ST $14M
  • BOY 282
  • SCH 66th
  • EBSA 401(k)
  • PART near Dermatology Associates of West Michigan, PLC Profit Sharing Plan
  • TYPE ind #5803

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 Construction retirement plans → · Plans in California →

Sunwest Electric, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sunwest Electric, Inc. 401(k) Profit Sharing PlanSunwest Electric, Inc. 401(k…$14MDermatology Associates of West Michigan, PLC Profit Sharing PlanDermatology Associates of We…$14MZausmer, P.C. 401(k) Savings PlanZausmer, P.C. 401(k) Savings…$14MZumtobel Lighting, Inc. 401(k) Retirement Savings PlanZumtobel Lighting, Inc. 401(…$14MMitchell Auto Group, Inc. 401(k) PlanMitchell Auto Group, Inc. 40…$14M
End-of-year total assets ($M) among Sunwest Electric, 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)$14M
Net Assets (End of Year)$14M
Net Income$99K
Employer EIN330206309
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunwest Electric, Inc.)

Sponsor-wide plan assets over time

All Sunwest Electric, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 12.46252725496894% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.8M $15.5M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 265 $14M
2023 1 282 $14M
2024 1 167 $15M

Nearby 401(k) Plans in California

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

Sunwest Electric, 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 ($B) Participants Sunwest Electric, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013866597 · Participants: 282Sunwest Electric, 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
Sunwest Electric, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sunwest Electric, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sunwest Electric, 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 Dermatology Associates of West Michigan, PLC Profit Sharing Plan in MI ($14M); by covered participants it is E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan in WI (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Sunwest Electric, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Sunwest Electric, Inc. 401(k) Profit Sharing Plan held essentially flat - up 0.7% during 2023, from $14M to $14M. Reported net income was $99K.
How have Sunwest Electric, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunwest Electric, Inc.'s sponsor-wide assets grew 12.5%, from $14M to $15M.
Which 401(k) plans are similar in size to Sunwest Electric, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dermatology Associates of West Michigan, PLC Profit Sharing Plan in MI ($14M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Sunwest Electric, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan in WI (282 participants, $42M 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 330206309.

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.