401(k) · DOL Form 5500 · 2024

Sun West Mortgage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
329
Participants Below avg headcount
66th
Percentile by assets National rank
$49,319
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sun West Mortgage Co., 401(k) Plan · Sponsored by Sun West Mortgage Company, Inc. · California · Finance & Insurance

$16M in assets, 329 participants

Sun West Mortgage Company, Inc.'s Sun West Mortgage Co., 401(k) Plan reported $16M in total assets and 329 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,304 in Finance & Insurance (8,549 peers)

Sun West Mortgage Company, Inc. multi-year trail

Sun West Mortgage Company, Inc.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Sun West Mortgage Co., 401(k) Plan at $16M / 329 participants.

#4,304
in Finance & Insurance (8,549 peers)
+20.2%
assets growth YoY

Sun West Mortgage Co., 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Sun West Mortgage Co., 401(k) Plan vs every filed plan by assets

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

$16,225,928 Top 34% higher than 66% 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

Sun West Mortgage Co., 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. Sun West Mortgage Co., 401(k) Plan sits mid-pack in the medium band (329 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sun West Mortgage Co., 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sun West Mortgage Co., 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Sun West Mortgage Co., 401(k) Plan reported participants fell from 359 in the plan year 2023 filing to 329 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953523796 · Sun West Mortgage Company, Inc. PY 2024 · 401(k)

Sun West Mortgage Co., 401(k) Plan · $16M · 329 · 66th

  • BOOK $16M
  • BOOK 329
  • BOOK 66th
  • BOOK 401(k)
  • BOOK near Adams Thermal Systems Retirement Savings Plan
  • BOOK ind #4304

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 →

Sun West Mortgage Co., 401(k) Plan in the asset neighbourhood

Sun West Mortgage Co., 401(k) PlanSun West Mortgage Co., 401(k…$16MAdams Thermal Systems Retirement Savings PlanAdams Thermal Systems Retire…$16MThe State Group Industrial (USA) Limited 401(k) PlanThe State Group Industrial (…$16MAahi 401(k) Retirement Plan$16MThe Porter and Chester Institute, Inc. Retirement FundThe Porter and Chester Insti…$16M
End-of-year total assets ($M) among Sun West Mortgage Co., 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sun West Mortgage Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sun West Mortgage Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 34.70681500815218% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13M $17.5M ▲ +34.6%
Year Plans Participants Total Assets
2022 2 607 $13M
2023 2 434 $15M
2024 2 381 $17M

Sun West Mortgage Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN953523796
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sun West Mortgage Co., 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sun West Mortgage Co., 401(k) Plan, Total assets ($B): 0.016225928 · Participants: 329Sun West Mortgage Co., 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
Sun West Mortgage Co., 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sun West Mortgage Co., 401(k) Plan side-by-side with 3 peers →

Sun West Mortgage Co., 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Adams Thermal Systems Retirement Savings Plan in SD ($16M); by covered participants it is Irg 401(k) Plan in WA (329 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (329 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 Sun West Mortgage Co., 401(k) Plan assets move in 2024? ▼
Sun West Mortgage Co., 401(k) Plan grew sharply - up 20.2% during 2024, from $14M to $16M. Reported net income was $3M.
How have Sun West Mortgage Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun West Mortgage Company, Inc.'s sponsor-wide assets grew 34.7%, from $13M to $17M.
Which 401(k) plans are similar in size to Sun West Mortgage Co., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adams Thermal Systems Retirement Savings Plan in SD ($16M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Sun West Mortgage Co., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Irg 401(k) Plan in WA (329 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 953523796.

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.