401(k) · DOL Form 5500 · 2024

Mission Wealth Management, L.P. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
106
Participants Small participant base
73rd
Percentile by assets National rank
$220,709
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mission Wealth Management, L.P. 401(k) Plan · Sponsored by Mission Wealth Management, L.P. · California · Finance & Insurance

$23M in assets, 106 participants

Mission Wealth Management, L.P.'s Mission Wealth Management, L.P. 401(k) Plan reported $23M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,067 in Finance & Insurance (8,549 peers)

Coverage in California

Mission Wealth Management, L.P. 401(k) Plan covers 106 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $23M.

#5,067
in Finance & Insurance (8,549 peers)
+29.4%
assets growth YoY

Mission Wealth Management, L.P. 401(k) Plan's outsized position by total assets

Mission Wealth Management, L.P. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$23,395,200 Top 27% higher than 73% of 123,620 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 2024

Mission Wealth Management, L.P. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mission Wealth Management, L.P. 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mission Wealth Management, L.P. 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Mission Wealth Management, L.P. 401(k) Plan reported participants rose from 87 in the plan year 2023 filing to 106 in the plan year 2024 filing.
  • Mission Wealth Management, L.P. 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 823762916 · Mission Wealth Management, L.P. PY 2024 · 401(k)

Mission Wealth Management, L.P. 401(k) Plan · $23M · 106 · 73rd

  • TYPE $23M
  • NET 106
  • BOOK 73rd
  • VS-ST 401(k)
  • BOY near United Mine Workers of America and Anthracite Oper Ators Cash or Deferred Savings Plan of 1990
  • SCH ind #5067

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 →

Mission Wealth Management, L.P. 401(k) Plan in the asset neighbourhood

Mission Wealth Management, L.P. 401(k) PlanMission Wealth Management, L…$23MOhio Hospital Association Employee 401(k) Retirement PlanOhio Hospital Association Em…$23MCreative Imaging Group, Inc. Employee Stock Ownership PlanCreative Imaging Group, Inc.…$23MUnited Mine Workers of America and Anthracite Oper Ators Cash or Deferred Savings Plan of 1990United Mine Workers of Ameri…$23MMaster Meter, Inc. 401(k) Savings & Investment PlanMaster Meter, Inc. 401(k) Sa…$23M
End-of-year total assets ($M) among Mission Wealth Management, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN823762916
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mission Wealth Management, L.P.)

Sponsor-wide plan assets over time

All Mission Wealth Management, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 78.23311885102902% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.1M $23.4M ▲ +78.2%
Year Plans Participants Total Assets
2022 1 77 $13M
2023 1 87 $18M
2024 1 106 $23M

Nearby 401(k) Plans in California

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

Mission Wealth Management, L.P. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mission Wealth Management, L.P. 401(k) Plan, Total assets ($B): 0.0233952 · Participants: 106Mission Wealth Management, L.P. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Mission Wealth Management, L.P. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mission Wealth Management, L.P. 401(k) Plan side-by-side with 3 peers →

Mission Wealth Management, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is United Mine Workers of America and Anthracite Oper Ators Cash or Deferred Savings Plan of 1990 in PA ($23M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mission Wealth Management, L.P. 401(k) Plan assets move in 2024? ▼
Mission Wealth Management, L.P. 401(k) Plan grew sharply - up 29.4% during 2024, from $18M to $23M. Reported net income was $5M.
How have Mission Wealth Management, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mission Wealth Management, L.P.'s sponsor-wide assets grew 78.2%, from $13M to $23M.
Which 401(k) plans are similar in size to Mission Wealth Management, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Mine Workers of America and Anthracite Oper Ators Cash or Deferred Savings Plan of 1990 in PA ($23M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Mission Wealth Management, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823762916.

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.