Profit Sharing · DOL Form 5500 · 2024

Sun West Mortgage Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
52
Participants Small participant base
25th
Percentile by assets National rank
$23,591
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sun West Mortgage Co 1081. 01(D) Plan · Sponsored by Sun West Mortgage Company, Inc. · Puerto Rico · Finance & Insurance

$1M in assets, 52 participants

Sun West Mortgage Company, Inc.'s Sun West Mortgage Co 1081. 01(D) Plan reported $1M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,259 in Finance & Insurance (8,549 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 1081. 01(D) Plan at $1M / 52 participants.

#1,259
in Finance & Insurance (8,549 peers)
+11.0%
assets growth YoY

Sun West Mortgage Co 1081. 01(D) Plan among the smaller filed plans by assets

Sun West Mortgage Co 1081. 01(D) Plan vs every filed plan by assets

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

$1,226,757 25th percentile higher than 25% 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

Sun West Mortgage Co 1081. 01(D) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun West Mortgage Co 1081. 01(D) Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sun West Mortgage Co 1081. 01(D) Plan reported participants fell from 75 in the plan year 2023 filing to 52 in the plan year 2024 filing.
  • Sun West Mortgage Co 1081. 01(D) Plan reported net income fell from $170K in the plan year 2023 filing to $122K in the plan year 2024 filing.
  • Sun West Mortgage Co 1081. 01(D) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953523796 · Sun West Mortgage Company, Inc. PY 2024 · Profit Sharing

Sun West Mortgage Co 1081. 01(D) Plan · $1M · 52 · 25th

  • EBSA $1M
  • EBSA 52
  • EBSA 25th
  • EBSA Profit Sharing
  • EBSA near Rezeco Inc. Retirement Plan
  • EBSA ind #1259

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 Puerto Rico →

Sun West Mortgage Co 1081. 01(D) Plan in the asset neighbourhood

Sun West Mortgage Co 1081. 01(D) PlanSun West Mortgage Co 1081. 0…$1MRezeco Inc. Retirement Plan$1MHoward Y. Chen, D.D.S., M.S. Inc. Profit Sharing PlanHoward Y. Chen, D.D.S., M.S.…$1MUniversal Asphalt Co., Inc. Employee Profit Sharing PlanUniversal Asphalt Co., Inc. …$1MBaldwin Properties and Capital, Inc. Retirement PlanBaldwin Properties and Capit…$1M
End-of-year total assets ($M) among Sun West Mortgage Co 1081. 01(D) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$122K
Employer EIN953523796
Plan Effective Date2012-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sun West Mortgage Co 1081. 01(D) Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Sun West Mortgage Co 1081. 01(D) Plan, Total assets ($M): 1.226757 · Participants: 52Sun West Mortgage Co 1081. 01(D) PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Sun West Mortgage Co 1081. 01(D) Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Sun West Mortgage Co 1081. 01(D) Plan side-by-side with 3 peers →

Sun West Mortgage Co 1081. 01(D) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Rezeco Inc. Retirement Plan in MO ($1M); by covered participants it is Citi, Inc. Employee Stock Ownership Plan in NC (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Sun West Mortgage Co 1081. 01(D) Plan assets move in 2024? ▼
Sun West Mortgage Co 1081. 01(D) Plan grew at a solid clip - up 11.0% during 2024, from $1M to $1M. Reported net income was $122K.
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.
Where does Sun West Mortgage Co 1081. 01(D) Plan rank by assets among Form 5500 filers? ▼
Sun West Mortgage Co 1081. 01(D) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Sun West Mortgage Co 1081. 01(D) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rezeco Inc. Retirement Plan in MO ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Sun West Mortgage Co 1081. 01(D) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Citi, Inc. Employee Stock Ownership Plan in NC (52 participants, $14M 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 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.