401(k) · DOL Form 5500 · 2022

Sfmc, LP Dba Service First Mortgage Company 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
335
Participants Below avg headcount
75th
Percentile by assets National rank
$53,040
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sfmc 401(k) Plan · Sponsored by Sfmc, LP Dba Service First Mortgage Company · Texas · Real Estate

$18M in assets, 335 participants

Sfmc, LP Dba Service First Mortgage Company's Sfmc 401(k) Plan reported $18M in total assets and 335 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,452 in Real Estate (5,057 peers)

Coverage in Texas

Sfmc 401(k) Plan covers 335 participants in Texas, about 49% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#4,452
in Real Estate (5,057 peers)
-19.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sfmc 401(k) Plan's outsized position by total assets

Sfmc 401(k) Plan vs every filed plan by assets

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

$17,768,399 Top 25% higher than 75% 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

Sfmc 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. Sfmc 401(k) Plan sits mid-pack in the medium band (335 participants).

Form 5500 schedule snapshot

Filing strip 752700008 · Sfmc, LP Dba Service First Mortgage Company PY 2022 · 401(k)

Sfmc 401(k) Plan · $18M · 335 · 75th

  • SCH $18M
  • EBSA 335
  • PART 75th
  • TYPE 401(k)
  • NET near Automated Conveyor Systems, Inc. Profit Sharing Plan
  • BOOK ind #4452

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 Texas →

Sfmc 401(k) Plan in the asset neighbourhood

Sfmc 401(k) Plan$18MAutomated Conveyor Systems, Inc. Profit Sharing PlanAutomated Conveyor Systems, …$18MDalsin Industries, Inc. 401(k) Profit Sharing PlanDalsin Industries, Inc. 401(…$18MCentral Utah Telephone, Inc Profit Sharing PlanCentral Utah Telephone, Inc …$18MJtl Leasing Flp 401(k) Plan$18M
End-of-year total assets ($M) among Sfmc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN752700008
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sfmc, LP Dba Service First Mortgage Company)

Sponsor-wide plan assets over time

All Sfmc, LP Dba Service First Mortgage Company plans reported in each filing year

Latest sponsor-wide plan assets
$22M 22.3635961799372% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.8M $21.7M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 335 $18M
2023 1 234 $19M
2024 1 216 $22M

Nearby 401(k) Plans in Texas

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

Sfmc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Sfmc 401(k) Plan, Total assets ($B): 0.017768399 · Participants: 335Sfmc 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Sfmc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sfmc 401(k) Plan side-by-side with 3 peers →

Sfmc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Automated Conveyor Systems, Inc. Profit Sharing Plan in VA ($18M); by covered participants it is Ameriserv Financial 401(k) Profit Sharing in PA (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Sfmc 401(k) Plan assets move in 2022? ▼
Sfmc 401(k) Plan declined sharply - down 19.8% during 2022, from $22M to $18M. Reported net income was -$4M.
How have Sfmc, LP Dba Service First Mortgage Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sfmc, LP Dba Service First Mortgage Company's sponsor-wide assets grew 22.4%, from $18M to $22M.
Where does Sfmc 401(k) Plan rank by assets among Form 5500 filers? ▼
Sfmc 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sfmc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Automated Conveyor Systems, Inc. Profit Sharing Plan in VA ($18M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Sfmc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameriserv Financial 401(k) Profit Sharing in PA (335 participants, $36M 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 752700008.

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.