Profit Sharing · DOL Form 5500 · 2022
Diversified Mortgage Company Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Diversified Mortgage Co. Retirement Plan · Sponsored by Diversified Mortgage Company · California · Real Estate
$3M in assets, 2 participants
Diversified Mortgage Company's Diversified Mortgage Co. Retirement Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #2,873 in Real Estate (5,057 peers)
Diversified Mortgage Company multi-year trail
Diversified Mortgage Company's plans moved +17.2% in assets from 2022 to 2024; this filing shows Diversified Mortgage Co. Retirement Plan at $3M / 2 participants.
- #2,873
- in Real Estate (5,057 peers)
- +8.6%
- assets growth YoY
Diversified Mortgage Co. Retirement Plan's mid-pack asset rank among Real Estate and all filers
Diversified Mortgage Co. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,649,045 38th percentile higher than 38% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Diversified Mortgage Co. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diversified Mortgage Co. Retirement Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 061402161 · Diversified Mortgage Company PY 2022 · Profit Sharing
Diversified Mortgage Co. Retirement Plan · $3M · 2 · 38th
- BOOK $3M
- VS-ST 2
- BOY 38th
- SCH Profit Sharing
- EBSA near Ozark Interests Inc. Profit Sharing Plan
- PART ind #2873
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 Real Estate retirement plans → · Plans in California →
Diversified Mortgage Co. Retirement Plan in the asset neighbourhood
Diversified Mortgage Company multi-year asset trail
Sponsor-wide plan assets over time
All Diversified Mortgage Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 17.20348276454345% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 2 | $3M |
Diversified Mortgage Company filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $210K |
| Employer EIN | 061402161 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Diversified Mortgage Co. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Ozark Interests Inc. Profit Sharing Plan in AR ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.