401(k) · DOL Form 5500 · 2022

American Portfolio Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
110
Participants Small participant base
44th
Percentile by assets National rank
$32,895
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Portfolio Mortgage Corporation 401(k) Plan · Sponsored by American Portfolio Mortgage Corporation · Illinois · Professional & Technical Services

$4M in assets, 110 participants

American Portfolio Mortgage Corporation's American Portfolio Mortgage Corporation 401(k) Plan reported $4M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,947 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

American Portfolio Mortgage Corporation 401(k) Plan covers 110 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#8,947
in Professional & Technical Services (21,562 peers)
+1.6%
assets growth YoY

American Portfolio Mortgage Corporation 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

American Portfolio Mortgage Corporation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,618,432 44th percentile higher than 44% of 139,123 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 2022

American Portfolio Mortgage Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Portfolio Mortgage Corporation 401(k) Plan sits mid-pack in the medium band (110 participants).

Plan-year Form 5500 strip

Filing strip 364078960 · American Portfolio Mortgage Corporation PY 2022 · 401(k)

American Portfolio Mortgage Corporation 401(k) Plan · $4M · 110 · 44th

  • PCT $4M
  • PCT 110
  • PCT 44th
  • PCT 401(k)
  • PCT near All Natural Stone, Inc. 401(k) Plan
  • PCT ind #8947

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 Professional & Technical Services retirement plans → · Plans in Illinois →

American Portfolio Mortgage Corporation 401(k) Plan in the asset neighbourhood

American Portfolio Mortgage Corporation 401(k) PlanAmerican Portfolio Mortgage …$4MAll Natural Stone, Inc. 401(k) PlanAll Natural Stone, Inc. 401(…$4MTrg 401(k) Plan$4MWolman Wealth Management, Inc. 401(k) Profit Sharing PlanWolman Wealth Management, In…$4MJ.H. Hiers Construction 401(k) Profit Sharing PlanJ.H. Hiers Construction 401(…$4M
End-of-year total assets ($M) among American Portfolio Mortgage Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$58K
Employer EIN364078960
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Portfolio Mortgage Corporation)

Sponsor-wide plan assets over time

All American Portfolio Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 167.46292316671975% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $3.62M $9.68M ▲ +167.4%
Year Plans Participants Total Assets
2022 1 110 $4M
2023 2 296 $4M
2024 1 245 $10M

Nearby 401(k) Plans in Illinois

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

American Portfolio Mortgage Corporation 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants American Portfolio Mortgage Corporation 401(k) Plan, Total assets ($B): 0.003618432 · Participants: 110American Portfolio Mortgage Corporation 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
American Portfolio Mortgage Corporation 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare American Portfolio Mortgage Corporation 401(k) Plan side-by-side with 3 peers →

American Portfolio Mortgage Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is All Natural Stone, Inc. 401(k) Plan in CA ($4M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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.

Frequently Asked Questions

How did American Portfolio Mortgage Corporation 401(k) Plan assets move in 2022? ▼
American Portfolio Mortgage Corporation 401(k) Plan edged up modestly - up 1.6% during 2022, from $4M to $4M. Reported net income was $58K.
How have American Portfolio Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Portfolio Mortgage Corporation's sponsor-wide assets grew 167.5%, from $4M to $10M.
Which 401(k) plans are similar in size to American Portfolio Mortgage Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is All Natural Stone, Inc. 401(k) Plan in CA ($4M, 104 participants).
Which 401(k) plans cover a similar participant headcount to American Portfolio Mortgage Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364078960.

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.