401(k) · DOL Form 5500 · 2024

Sunwest Bank 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
277
Participants Below avg headcount
73rd
Percentile by assets National rank
$82,685
Avg per participant Below avg balance/head
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Official DOL plan name: Sunwest Bank 401(k) Profit Sharing Plan · Sponsored by Sunwest Bank · California · Finance & Insurance

$23M in assets, 277 participants

Sunwest Bank's Sunwest Bank 401(k) Profit Sharing Plan reported $23M in total assets and 277 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.

  • #5,012 in Finance & Insurance (8,549 peers)

Coverage in California

Sunwest Bank 401(k) Profit Sharing Plan covers 277 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $23M.

#5,012
in Finance & Insurance (8,549 peers)
+27.8%
assets growth YoY

Sunwest Bank 401(k) Profit Sharing Plan's outsized position by total assets

Sunwest Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,903,632 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

Sunwest Bank 401(k) Profit Sharing 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. Sunwest Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunwest Bank 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Sunwest Bank 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sunwest Bank 401(k) Profit Sharing Plan reported participants rose from 240 in the plan year 2023 filing to 277 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952630202 · Sunwest Bank PY 2024 · 401(k)

Sunwest Bank 401(k) Profit Sharing Plan · $23M · 277 · 73rd

  • PCT $23M
  • EIN 277
  • RANK 73rd
  • PHOTO 401(k)
  • IND near First Bankers Trustshares, Inc. 401(k) Profit Sharing Plan
  • EOY ind #5012

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 →

Sunwest Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Sunwest Bank 401(k) Profit Sharing PlanSunwest Bank 401(k) Profit S…$23MFirst Bankers Trustshares, Inc. 401(k) Profit Sharing PlanFirst Bankers Trustshares, I…$23MKelly, Scott and Madison, Inc. Profit Sharing Plan and TrustKelly, Scott and Madison, In…$23MCambridge Computer Services, Inc. 401(k) PlanCambridge Computer Services,…$23MLexington Home Brands Savings and Retirement PlanLexington Home Brands Saving…$23M
End-of-year total assets ($M) among Sunwest Bank 401(k) Profit Sharing 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 EIN952630202
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunwest Bank)

Sponsor-wide plan assets over time

All Sunwest Bank plans reported in each filing year

Latest sponsor-wide plan assets
$23M 65.63200683134531% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.8M $22.9M ▲ +65.6%
Year Plans Participants Total Assets
2022 1 194 $14M
2023 1 240 $18M
2024 1 277 $23M

Nearby 401(k) Plans in California

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

Sunwest Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sunwest Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.022903632 · Participants: 277Sunwest Bank 401(k) Profit Sharing 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
Sunwest Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sunwest Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sunwest Bank 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 First Bankers Trustshares, Inc. 401(k) Profit Sharing Plan in IL ($23M); by covered participants it is Orthowest, P.C. 401(k) Savings Plan in NE (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Sunwest Bank 401(k) Profit Sharing Plan assets move in 2024? ▼
Sunwest Bank 401(k) Profit Sharing Plan grew sharply - up 27.8% during 2024, from $18M to $23M. Reported net income was $5M.
How have Sunwest Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunwest Bank's sponsor-wide assets grew 65.6%, from $14M to $23M.
Which 401(k) plans are similar in size to Sunwest Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Bankers Trustshares, Inc. 401(k) Profit Sharing Plan in IL ($23M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Sunwest Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthowest, P.C. 401(k) Savings Plan in NE (277 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 952630202.

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.