401(k) · DOL Form 5500 · 2024
Mountain West Retirement Corporation 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1,291
- Participants Near avg headcount
- 43rd
- Percentile by assets National rank
- $4,200
- Avg per participant Low balance/head
Official DOL plan name: Mountain West Group 401(k) Plan · Sponsored by Mountain West Retirement Corporation · Oregon · Healthcare & Social Assistance
$5M in assets, 1,291 participants
Mountain West Retirement Corporation's Mountain West Group 401(k) Plan reported $5M in total assets and 1,291 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,914 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Mountain West Group 401(k) Plan covers 1,291 participants in Oregon, 2.9x the typical Oregon plan (state average ~443 per filing). Assets: $5M.
- #7,914
- in Healthcare & Social Assistance (16,916 peers)
- +26.3%
- assets growth YoY
Mountain West Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mountain West Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,422,552 43rd percentile higher than 43% 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
Mountain West Group 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountain West Group 401(k) Plan lands in the large band (1,291 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mountain West Group 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Mountain West Group 401(k) Plan reported participants rose from 1,131 in the plan year 2023 filing to 1,291 in the plan year 2024 filing.
- Mountain West Group 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 931263839 · Mountain West Retirement Corporation PY 2024 · 401(k)
Mountain West Group 401(k) Plan · $5M · 1,291 · 43rd
- ASSETS $5M
- ASSETS 1,291
- ASSETS 43rd
- ASSETS 401(k)
- ASSETS near Gana-A'yoo Limited 401(k) Retirement Plan
- ASSETS ind #7914
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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →
Mountain West Group 401(k) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 931263839 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mountain West Retirement Corporation)
Sponsor-wide plan assets over time
All Mountain West Retirement Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 66.31141233456044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,117 | $3M |
| 2023 | 1 | 1,131 | $4M |
| 2024 | 1 | 1,291 | $5M |
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
Mountain West Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Gana-A'yoo Limited 401(k) Retirement Plan in AK ($5M); by covered participants it is Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan in IA (1,291 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,291 participants); asset peers above are excluded.
- Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan (IA) 1,291 · 0 off
- Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust (FL) 1,291 · 0 off
- Frontier Communications Corporate Services Inc. Savings and Security Plan for Mid-Atlantic Associates (CT) 1,291 · 0 off
- Arctic Wolf Networks, Inc. 401(k) Plan (MN) 1,291 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.