Money Purchase · DOL Form 5500 · 2022

Zmax Mortgage Corp Money Purchase Plan

Data updated 2026-08-11

$264K
Total assets
4
Participants
13th
Percentile by assets
$65,879
Avg per participant
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Official DOL plan name: Zmax Mortgage Corp Profit Sharing Plan · Sponsored by Zmax Mortgage Corp · California · Finance & Insurance

$264K in assets, 4 participants

Zmax Mortgage Corp's Zmax Mortgage Corp Profit Sharing Plan reported $264K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • 13th percentile by assets (of 139,126 plans)
  • #724 in Finance & Insurance (9,261 peers)

Zmax Mortgage Corp multi-year trail

Zmax Mortgage Corp's plans moved +63.5% in assets from 2022 to 2024; this filing shows Zmax Mortgage Corp Profit Sharing Plan at $264K / 4 participants.

$264K
total plan assets (2022 EOY)
4
covered participants
13th
percentile by assets (of 139,126 plans)
$65,879
avg assets per participant

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Zmax Mortgage Corp Profit Sharing Plan sits by total assets

Zmax Mortgage Corp Profit Sharing Plan vs every filed plan by assets

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

$263,515 13th percentile higher than 13% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Finance & Insurance

Zmax Mortgage Corp across 3 plan years on file

Across the 3 plan years Zmax Mortgage Corp has on file (2022-2024), sponsor-wide plan assets have moved from $264K to $431K, a gain of 63.5%, while reported participants moved from 4 to 2 (-50.0%). Peak year by sponsor assets: 2024 ($431K); trough: 2022 ($264K).

Zmax Mortgage Corp multi-year asset trail

$0.2M$0.3M$0.4M$0.5M 202220232024 $0.26M $0.43M ▲ +65.4%
Total plan assets by year, all Zmax Mortgage Corp plans on file
Year Plans Participants Total Assets
2022 1 4 $264K
2023 1 4 $354K
2024 1 2 $431K

Zmax Mortgage Corp filing trail (2022)

Total Assets (Beginning of Year)$294K
Net Assets (End of Year)$264K
Net Income-$30K
Employer EIN943241508
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Zmax Mortgage Corp Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Zmax Mortgage Corp P…, Total assets ($B): 0.000263515 · Participants: 4Zmax Mortgage Corp P…The Permanente Contr…, Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contr…Kaiser Permanente Su…, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Su…University of Southe…, Total assets ($B): 3.768465559 · Participants: 20087University of Southe…Carpenters Annuity T…, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity T…Directors Guild of A…, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of A…
Zmax Mortgage Corp Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Zmax Mortgage Corp Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Zmax Mortgage Corp Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Zmax Mortgage Corp Profit Sharing Plan assets move in 2022? ▼
Zmax Mortgage Corp Profit Sharing Plan pulled back noticeably - down 10.3% during 2022, from $294K to $264K. Reported net income was -$30K.
How have Zmax Mortgage Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zmax Mortgage Corp's sponsor-wide assets grew 63.5%, from $264K to $431K.
Where does Zmax Mortgage Corp Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Zmax Mortgage Corp Profit Sharing Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Zmax Mortgage Corp Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Micro Management Ltd Profit Sharing Plan in MA ($263K, 2 participants).

Next read for Zmax Mortgage Corp Profit Sharing Plan

Multi-year trail

Ways to act on Zmax Mortgage Corp Profit Sharing Plan's numbers.

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 943241508.

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.