401(k) · DOL Form 5500 · 2024

Mountain West IRA, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
28th
Percentile by assets National rank
$165,952
Avg per participant Above avg balance/head
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Official DOL plan name: Mountain West IRA, Inc. 401(k) Profit Sharing Plan · Sponsored by Mountain West IRA, Inc. · Idaho · Finance & Insurance

$2M in assets, 11 participants

Mountain West IRA, Inc.'s Mountain West IRA, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,514 in Finance & Insurance (8,549 peers)

Mountain West IRA, Inc. multi-year trail

Mountain West IRA, Inc.'s plans moved +31.1% in assets from 2022 to 2024; this filing shows Mountain West IRA, Inc. 401(k) Profit Sharing Plan at $2M / 11 participants.

#1,514
in Finance & Insurance (8,549 peers)
+15.2%
assets growth YoY

Mountain West IRA, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Mountain West IRA, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,825,472 28th percentile higher than 28% 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 IRA, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountain West IRA, Inc. 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mountain West IRA, Inc. 401(k) Profit Sharing Plan reported net income rose from $192K in the plan year 2023 filing to $241K in the plan year 2024 filing.
  • Mountain West IRA, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760809897 · Mountain West IRA, Inc. PY 2024 · 401(k)

Mountain West IRA, Inc. 401(k) Profit Sharing Plan · $2M · 11 · 28th

  • ASSETS $2M
  • ASSETS 11
  • ASSETS 28th
  • ASSETS 401(k)
  • ASSETS near Lesley a. Fein, M.D., P.a. Profit Sharing Plan
  • ASSETS ind #1514

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 Idaho →

Mountain West IRA, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Mountain West IRA, Inc. 401(k) Profit Sharing PlanMountain West IRA, Inc. 401(…$2MLesley a. Fein, M.D., P.a. Profit Sharing PlanLesley a. Fein, M.D., P.a. P…$2MJrp Distributors, Inc. 401(k) PlanJrp Distributors, Inc. 401(k…$2MMug Square 401(k)$2MComputer & Statistical Consultants Inc 401(k) Profit Sharing PlanComputer & Statistical Consu…$2M
End-of-year total assets ($M) among Mountain West IRA, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mountain West IRA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mountain West IRA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.082128108446184% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.39M $1.83M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 13 $1M
2023 1 11 $2M
2024 1 11 $2M

Mountain West IRA, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$241K
Employer EIN760809897
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Mountain West IRA, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Mountain West IRA, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001825472 · Participants: 11Mountain West IRA, Inc. 401(k) Profit Sharing PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Mountain West IRA, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Mountain West IRA, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mountain West IRA, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Lesley a. Fein, M.D., P.a. Profit Sharing Plan in NJ ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 IRA, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Mountain West IRA, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.2% during 2024, from $2M to $2M. Reported net income was $241K.
How have Mountain West IRA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountain West IRA, Inc.'s sponsor-wide assets grew 31.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Mountain West IRA, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lesley a. Fein, M.D., P.a. Profit Sharing Plan in NJ ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Mountain West IRA, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 760809897.

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.