401(k) · DOL Form 5500 · 2024

Mountain West 401(k) LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
274
Participants Below avg headcount
80th
Percentile by assets National rank
$127,298
Avg per participant Near avg balance/head
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Official DOL plan name: Mountain West 401(k) Pooled Employer Plan · Sponsored by Mountain West 401(k) LLC · Washington · Wholesale Trade

$35M in assets, 274 participants

Mountain West 401(k) LLC's Mountain West 401(k) Pooled Employer Plan reported $35M in total assets and 274 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,811 in Wholesale Trade (6,080 peers)

Coverage in Washington

Mountain West 401(k) Pooled Employer Plan covers 274 participants in Washington, about 19% of the average Washington filer (state average ~1,476 per filing). Assets: $35M.

#4,811
in Wholesale Trade (6,080 peers)
+52.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mountain West 401(k) Pooled Employer Plan's outsized position by total assets

Mountain West 401(k) Pooled Employer Plan vs every filed plan by assets

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

$34,879,577 Top 20% higher than 80% 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

Mountain West 401(k) Pooled Employer 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. Mountain West 401(k) Pooled Employer Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mountain West 401(k) Pooled Employer Plan reported participants rose from 138 in the plan year 2023 filing to 274 in the plan year 2024 filing.
  • Mountain West 401(k) Pooled Employer Plan reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Mountain West 401(k) Pooled Employer Plan end-of-year assets rose from $23M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 920288008 · Mountain West 401(k) LLC PY 2024 · 401(k)

Mountain West 401(k) Pooled Employer Plan · $35M · 274 · 80th

  • NET $35M
  • NET 274
  • NET 80th
  • NET 401(k)
  • NET near Midwest Motor Supply Sales 401(k) Plan
  • NET ind #4811

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 Wholesale Trade retirement plans → · Plans in Washington →

Mountain West 401(k) Pooled Employer Plan in the asset neighbourhood

The Vmdo Architects P.C. Employee Pension PlanThe Vmdo Architects P.C. Emp…$35MMountain West 401(k) Pooled Employer PlanMountain West 401(k) Pooled …$35MMidwest Motor Supply Sales 401(k) PlanMidwest Motor Supply Sales 4…$35MDiversicare Healthcare Services, LLC Savings PlanDiversicare Healthcare Servi…$35MState Bank of Southern Utah Profit Sharing 401(k) PlanState Bank of Southern Utah …$35M
End-of-year total assets ($M) among Mountain West 401(k) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN920288008
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountain West 401(k) LLC)

Sponsor-wide plan assets over time

All Mountain West 401(k) LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 52.641475703869325% vs 2023
2024 filing year
$20M$25M$30M$35M$40M 20232024 $22.9M $34.9M ▲ +52.6%
Year Plans Participants Total Assets
2023 1 138 $23M
2024 1 274 $35M

Nearby 401(k) Plans in Washington

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

Mountain West 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Mountain West 401(k) Pooled Employer Plan, Total assets ($B): 0.034879577 · Participants: 274Mountain West 401(k) Pooled Employer PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Mountain West 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Mountain West 401(k) Pooled Employer Plan side-by-side with 3 peers →

Mountain West 401(k) Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Midwest Motor Supply Sales 401(k) Plan in OH ($35M); by covered participants it is Phenomebio Inc. 401(k) Plan in CA (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Mountain West 401(k) Pooled Employer Plan assets move in 2024? ▼
Mountain West 401(k) Pooled Employer Plan surged - up 52.6% during 2024, from $23M to $35M. Reported net income was $7M.
How have Mountain West 401(k) LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mountain West 401(k) LLC's sponsor-wide assets grew 52.6%, from $23M to $35M.
Where does Mountain West 401(k) Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Mountain West 401(k) Pooled Employer Plan ranks in the 80th 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 Mountain West 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Motor Supply Sales 401(k) Plan in OH ($35M, 1,621 participants).
Which 401(k) plans cover a similar participant headcount to Mountain West 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phenomebio Inc. 401(k) Plan in CA (274 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 920288008.

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.