401(k) · DOL Form 5500 · 2024

Myvest Corporation 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
120
Participants Small participant base
75th
Percentile by assets National rank
$220,039
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Myvest 401(k) Plan · Sponsored by Myvest Corporation · California · Finance & Insurance

$26M in assets, 120 participants

Myvest Corporation's Myvest 401(k) Plan reported $26M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,287 in Finance & Insurance (8,549 peers)

Coverage in California

Myvest 401(k) Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $26M.

#5,287
in Finance & Insurance (8,549 peers)
+33.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Myvest 401(k) Plan's outsized position by total assets

Myvest 401(k) Plan vs every filed plan by assets

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

$26,404,650 Top 25% higher than 75% 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

Myvest 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. Myvest 401(k) Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Myvest 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Myvest 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Myvest 401(k) Plan reported participants fell from 124 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 470902011 · Myvest Corporation PY 2024 · 401(k)

Myvest 401(k) Plan · $26M · 120 · 75th

  • BOOK $26M
  • VS-ST 120
  • BOY 75th
  • SCH 401(k)
  • EBSA near Decorators Union Local 17u Supplemental Pension Plan
  • PART ind #5287

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 →

Myvest 401(k) Plan in the asset neighbourhood

Clearchoice Dental Implant Centers 401(k) Profit Sharing Plan and TrustClearchoice Dental Implant C…$26MAmports 401(k) Plan$26MMyvest 401(k) Plan$26MDecorators Union Local 17u Supplemental Pension PlanDecorators Union Local 17u S…$26MTrue North Human Capital Retirement Savings PlanTrue North Human Capital Ret…$26M
End-of-year total assets ($M) among Myvest 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$7M
Employer EIN470902011
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Myvest Corporation)

Sponsor-wide plan assets over time

All Myvest Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 79.8719006257418% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.7M $26.4M ▲ +79.8%
Year Plans Participants Total Assets
2022 1 116 $15M
2023 1 124 $20M
2024 1 120 $26M

Nearby 401(k) Plans in California

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

Myvest 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Myvest 401(k) Plan, Total assets ($B): 0.02640465 · Participants: 120Myvest 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
Myvest 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Myvest 401(k) Plan side-by-side with 3 peers →

Myvest 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Decorators Union Local 17u Supplemental Pension Plan in IL ($26M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Myvest 401(k) Plan assets move in 2024? ▼
Myvest 401(k) Plan surged - up 33.6% during 2024, from $20M to $26M. Reported net income was $7M.
How have Myvest Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Myvest Corporation's sponsor-wide assets grew 79.9%, from $15M to $26M.
Where does Myvest 401(k) Plan rank by assets among Form 5500 filers? ▼
Myvest 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Myvest 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Decorators Union Local 17u Supplemental Pension Plan in IL ($26M, 341 participants).
Which 401(k) plans cover a similar participant headcount to Myvest 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K 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 470902011.

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.