401(k) · DOL Form 5500 · 2022

Success Mortgage Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
761
Participants Near avg headcount
57th
Percentile by assets National rank
$8,896
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Success Mortgage Partners, Inc. 401(k) Plan · Sponsored by Success Mortgage Partners, Inc. · Michigan · Real Estate

$7M in assets, 761 participants

Success Mortgage Partners, Inc.'s Success Mortgage Partners, Inc. 401(k) Plan reported $7M in total assets and 761 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,717 in Real Estate (5,057 peers)

Success Mortgage Partners, Inc. multi-year trail

Success Mortgage Partners, Inc.'s plans moved +34.9% in assets from 2022 to 2024; this filing shows Success Mortgage Partners, Inc. 401(k) Plan at $7M / 761 participants.

#3,717
in Real Estate (5,057 peers)
-13.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Success Mortgage Partners, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Success Mortgage Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$6,769,728 Top 43% higher than 57% 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

Success Mortgage Partners, Inc. 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. Success Mortgage Partners, Inc. 401(k) Plan sits mid-pack in the medium band (761 participants).

Published 5500 schedule card

Filing strip 010759540 · Success Mortgage Partners, Inc. PY 2022 · 401(k)

Success Mortgage Partners, Inc. 401(k) Plan · $7M · 761 · 57th

  • 5500 $7M
  • ASSETS 761
  • PCT 57th
  • EIN 401(k)
  • RANK near Mhs-Tms 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #3717

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 Michigan →

Success Mortgage Partners, Inc. 401(k) Plan in the asset neighbourhood

Success Mortgage Partners, Inc. 401(k) PlanSuccess Mortgage Partners, I…$7MMhs-Tms 401(k) Profit Sharing Plan & TrustMhs-Tms 401(k) Profit Sharin…$7MThe Contractors Retirement PlanThe Contractors Retirement P…$7MAmerican College of Education 401(k) PlanAmerican College of Educatio…$7MCrazy Shirts 401(k) Plan$7M
End-of-year total assets ($M) among Success Mortgage Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Success Mortgage Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Success Mortgage Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 34.8737054132751% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.77M $9.13M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 761 $7M
2023 1 442 $8M
2024 1 382 $9M

Success Mortgage Partners, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN010759540
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Success Mortgage Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Success Mortgage Partners, Inc. 401(k) Plan, Total assets ($B): 0.006769728 · Participants: 761Success Mortgage Partners, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Success Mortgage Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Success Mortgage Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Success Mortgage Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Mhs-Tms 401(k) Profit Sharing Plan & Trust in CA ($7M); by covered participants it is Pomptonian, Inc. 401(k) Savings Plan in NJ (761 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (761 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 Success Mortgage Partners, Inc. 401(k) Plan assets move in 2022? ▼
Success Mortgage Partners, Inc. 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Success Mortgage Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Success Mortgage Partners, Inc.'s sponsor-wide assets grew 34.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Success Mortgage Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mhs-Tms 401(k) Profit Sharing Plan & Trust in CA ($7M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Success Mortgage Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pomptonian, Inc. 401(k) Savings Plan in NJ (761 participants, $9M 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 010759540.

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.