401(k) · DOL Form 5500 · 2022

American Mortgage Service Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
234
Participants Below avg headcount
47th
Percentile by assets National rank
$17,663
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: American Mortgage Service Company Savings and Retirement Plan and Trust · Sponsored by American Mortgage Service Company · Ohio · Finance & Insurance

$4M in assets, 234 participants

American Mortgage Service Company's American Mortgage Service Company Savings and Retirement Plan and Trust reported $4M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,985 in Finance & Insurance (9,261 peers)

Coverage in Ohio

American Mortgage Service Company Savings and Retirement Plan and Trust covers 234 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#2,985
in Finance & Insurance (9,261 peers)
-79.1%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Mortgage Service Company Savings and Retirement Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

American Mortgage Service Company Savings and Retirement Plan and Trust vs every filed plan by assets

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

$4,133,221 47th percentile higher than 47% 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 Mortgage Service Company Savings and Retirement Plan and Trust 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 Mortgage Service Company Savings and Retirement Plan and Trust sits mid-pack in the medium band (234 participants).

DOL schedule card

Filing strip 310868609 · American Mortgage Service Company PY 2022 · 401(k)

American Mortgage Service Company Savings and Retirement Plan and Trust · $4M · 234 · 47th

  • IND $4M
  • EOY 234
  • 5500 47th
  • ASSETS 401(k)
  • PCT near Index Engines 401(k) Plan
  • EIN ind #2985

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 Ohio →

American Mortgage Service Company Savings and Retirement Plan and Trust in the asset neighbourhood

American Mortgage Service Company Savings and Retirement Plan and TrustAmerican Mortgage Service Co…$4MIndex Engines 401(k) Plan$4MTax Mam, Inc. Profit Sharing PlanTax Mam, Inc. Profit Sharing…$4MEpworth Living, Inc. 401(k) Retirement PlanEpworth Living, Inc. 401(k) …$4MAmericas' Sap Users' Group 401(k) PlanAmericas' Sap Users' Group 4…$4M
End-of-year total assets ($M) among American Mortgage Service Company Savings and Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$4M
Net Income-$5M
Employer EIN310868609
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

American Mortgage Service Company Savings and Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants American Mortgage Service Company Savings and Retirement Plan and Trust, Total assets ($B): 0.004133221 · Participants: 234American Mortgage Service Company Savings and Retirement Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
American Mortgage Service Company Savings and Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare American Mortgage Service Company Savings and Retirement Plan and Trust side-by-side with 3 peers →

American Mortgage Service Company Savings and Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Index Engines 401(k) Plan in NJ ($4M); by covered participants it is Lifecare, Inc. 401(k) Plan in CT (234 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Mortgage Service Company Savings and Retirement Plan and Trust assets move in 2022? ▼
American Mortgage Service Company Savings and Retirement Plan and Trust contracted severely - down 79.1% during 2022, from $20M to $4M. Reported net income was -$5M.
Which 401(k) plans are similar in size to American Mortgage Service Company Savings and Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Index Engines 401(k) Plan in NJ ($4M, 41 participants).
Which 401(k) plans cover a similar participant headcount to American Mortgage Service Company Savings and Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifecare, Inc. 401(k) Plan in CT (234 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 310868609.

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.