401(k) · DOL Form 5500 · 2022
Stress Free Mortgage 401(k) Plan
Data updated 2026-08-25
- $659K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $82,352
- Avg per participant Below avg balance/head
Official DOL plan name: Stress Free Mortgage Profit Sharing Plan · Sponsored by Stress Free Mortgage · California · Real Estate
$659K in assets, 8 participants
Stress Free Mortgage's Stress Free Mortgage Profit Sharing Plan reported $659K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #1,789 in Real Estate (5,057 peers)
Stress Free Mortgage multi-year trail
Stress Free Mortgage's plans moved +25.1% in assets from 2022 to 2024; this filing shows Stress Free Mortgage Profit Sharing Plan at $659K / 8 participants.
- #1,789
- in Real Estate (5,057 peers)
- +2.3%
- assets growth YoY
Stress Free Mortgage Profit Sharing Plan among the smaller filed plans by assets
Stress Free Mortgage Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$658,816 21st percentile higher than 21% 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
Stress Free Mortgage Profit Sharing 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. Stress Free Mortgage Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
DOL schedule card
Filing strip 813872711 · Stress Free Mortgage PY 2022 · 401(k)
Stress Free Mortgage Profit Sharing Plan · $659K · 8 · 21st
- NET $659K
- NET 8
- NET 21st
- NET 401(k)
- NET near Home at Heart Care, Inc. 401(k) Plan
- NET ind #1789
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 →
Stress Free Mortgage Profit Sharing Plan in the asset neighbourhood
Stress Free Mortgage multi-year asset trail
Sponsor-wide plan assets over time
All Stress Free Mortgage plans reported in each filing year
- Latest sponsor-wide plan assets
- $824K 25.12704609481251% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $659K |
| 2023 | 1 | 7 | $715K |
| 2024 | 1 | 6 | $824K |
Stress Free Mortgage filing trail (2022)
| Total Assets (Beginning of Year) | $644K |
|---|---|
| Net Assets (End of Year) | $659K |
| Net Income | $15K |
| Employer EIN | 813872711 |
| Plan Effective Date | 2016-09-08 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Stress Free Mortgage Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Home at Heart Care, Inc. 401(k) Plan in MN ($659K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($659K here).
- Home at Heart Care, Inc. 401(k) Plan (MN) $659K · 130
- Body & Brain Yoga and Health Centers, Inc. 401(k) Plan and Trust (AZ) $659K · 166
- 38 North Construction Group, LLC 401(k) Plan (CO) $659K · 6
- C.O.C. Solo 401(k) Trust (CO) $659K · 1
Similar participant headcount
Nearest other-state filings by covered participants (8 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.