401(k) · DOL Form 5500 · 2022
Sir Mortgage & Finance of Arizona, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
Official DOL plan name: Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan · Sponsored by Sir Mortgage & Finance of Arizona, Inc. · Arizona · Finance & Insurance
$9M in assets, 4 participants
Sir Mortgage & Finance of Arizona, Inc.'s Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan reported $9M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #4,259 in Finance & Insurance (9,261 peers)
Sir Mortgage & Finance of Arizona, Inc. multi-year trail
Sir Mortgage & Finance of Arizona, Inc.'s plans moved +17.8% in assets from 2022 to 2024; this filing shows Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan at $9M / 4 participants.
- #4,259
- in Finance & Insurance (9,261 peers)
- +6.7%
- assets growth YoY
Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,924,709 Top 37% higher than 63% 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
Sir Mortgage & Finance of Arizona Profit Sharing Plan 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. Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 721533444 · Sir Mortgage & Finance of Arizona, Inc. PY 2022 · 401(k)
Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan · $9M · 4 · 63rd
- NET $9M
- NET 4
- NET 63rd
- NET 401(k)
- NET near Truenet Communications Corp 401(k) Profit Sharing Plan and Trust
- NET ind #4259
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 Arizona →
Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan in the asset neighbourhood
Sir Mortgage & Finance of Arizona, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sir Mortgage & Finance of Arizona, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 17.792658561752546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $9M |
| 2023 | 1 | 3 | $10M |
| 2024 | 1 | 3 | $11M |
Sir Mortgage & Finance of Arizona, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $558K |
| Employer EIN | 721533444 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Truenet Communications Corp 401(k) Profit Sharing Plan and Trust in FL ($9M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.