401(k) · DOL Form 5500 · 2024
M Financial Holdings Incorporated 401(k) Plan
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 286
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $320,545
- Avg per participant High balance/head
Official DOL plan name: M Financial Holdings Incorporated 401(k) Plan · Sponsored by M Financial Holdings Incorporated · Oregon · Finance & Insurance
$92M in assets, 286 participants
M Financial Holdings Incorporated's M Financial Holdings Incorporated 401(k) Plan reported $92M in total assets and 286 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,194 in Finance & Insurance (8,549 peers)
Where M Financial Holdings Incorporated 401(k) Plan sits by assets
M Financial Holdings Incorporated 401(k) Plan sits in the top 10% of all filed plans by assets, $92M for 286 participants (~$320,545/participant), up 12.7% in 2024.
- #7,194
- in Finance & Insurance (8,549 peers)
- +12.7%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
M Financial Holdings Incorporated 401(k) Plan's outsized position by total assets
M Financial Holdings Incorporated 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$91,675,894 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
M Financial Holdings Incorporated 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. M Financial Holdings Incorporated 401(k) Plan sits mid-pack in the medium band (286 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- M Financial Holdings Incorporated 401(k) Plan end-of-year assets rose from $81M in the plan year 2023 filing to $92M in the plan year 2024 filing.
- M Financial Holdings Incorporated 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- M Financial Holdings Incorporated 401(k) Plan reported participants rose from 282 in the plan year 2023 filing to 286 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 931189872 · M Financial Holdings Incorporated PY 2024 · 401(k)
M Financial Holdings Incorporated 401(k) Plan · $92M · 286 · 90th
- PHOTO $92M
- IND 286
- EOY 90th
- 5500 401(k)
- ASSETS near Rice Lake Weighing Systems Employees Profit Sharing Plus Plan
- PCT ind #7194
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 Oregon →
M Financial Holdings Incorporated 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | $10M |
| Employer EIN | 931189872 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M Financial Holdings Incorporated)
Sponsor-wide plan assets over time
All M Financial Holdings Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $92M 29.89329555793065% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 272 | $71M |
| 2023 | 1 | 282 | $81M |
| 2024 | 1 | 286 | $92M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
M Financial Holdings Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Rice Lake Weighing Systems Employees Profit Sharing Plus Plan in WI ($92M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (286 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
- Rice Lake Weighing Systems Employees Profit Sharing Plus Plan (WI) $92M · 612
- Sfm Mutual Insurance Company Savings and Retirement Plan (MN) $92M · 336
- Metropolitan Cardiology Consultants, P.a. 401(k) Profit Sharing Plan and Trust (MN) $92M · 252
- Trans-West, Inc. 401(k) Savings Plan (CO) $92M · 1,301
Similar participant headcount
Nearest other-state filings by covered participants (286 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.