401(k) · DOL Form 5500 · 2022

Go Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
248
Participants Below avg headcount
63rd
Percentile by assets National rank
$36,324
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Go Mortgage, LLC 401(k) Profit Sharing Plan · Sponsored by Go Mortgage, LLC · Wisconsin · Finance & Insurance

$9M in assets, 248 participants

Go Mortgage, LLC's Go Mortgage, LLC 401(k) Profit Sharing Plan reported $9M in total assets and 248 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.

  • #4,275 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Go Mortgage, LLC 401(k) Profit Sharing Plan covers 248 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#4,275
in Finance & Insurance (9,261 peers)
-34.6%
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.

Go Mortgage, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Go Mortgage, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,008,344 Top 37% higher than 63% 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

Go Mortgage, LLC 401(k) Profit Sharing 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. Go Mortgage, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (248 participants).

Plan-year Form 5500 strip

Filing strip 391813773 · Go Mortgage, LLC PY 2022 · 401(k)

Go Mortgage, LLC 401(k) Profit Sharing Plan · $9M · 248 · 63rd

  • PHOTO $9M
  • PHOTO 248
  • PHOTO 63rd
  • PHOTO 401(k)
  • PHOTO near Primera Technology, Inc. 401(k) Plan
  • PHOTO ind #4275

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 Wisconsin →

Go Mortgage, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Go Mortgage, LLC 401(k) Profit Sharing PlanGo Mortgage, LLC 401(k) Prof…$9MPrimera Technology, Inc. 401(k) PlanPrimera Technology, Inc. 401…$9MMotion Pt Group, Inc. 401(k) PlanMotion Pt Group, Inc. 401(k)…$9MVcom Solutions, Inc. 401(k) PlanVcom Solutions, Inc. 401(k) …$9MOnline Consulting, Inc. 401(k) and Profit Sharing PlanOnline Consulting, Inc. 401(…$9M
End-of-year total assets ($M) among Go Mortgage, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$9M
Net Income-$5M
Employer EIN391813773
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Go Mortgage, LLC)

Sponsor-wide plan assets over time

All Go Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 17.622517523753533% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M$9.5M 202220232024 $9.01M $7.42M ▼ -17.6%
Year Plans Participants Total Assets
2022 1 248 $9M
2023 1 355 $7M
2024 1 188 $7M

Nearby 401(k) Plans in Wisconsin

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

Go Mortgage, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Go Mortgage, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.009008344 · Participants: 248Go Mortgage, LLC 401(k) Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Go Mortgage, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Go Mortgage, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Go Mortgage, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Primera Technology, Inc. 401(k) Plan in MN ($9M); by covered participants it is Emmis Operating Company 401(k) Plan in IN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Go Mortgage, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Go Mortgage, LLC 401(k) Profit Sharing Plan contracted severely - down 34.6% during 2022, from $14M to $9M. Reported net income was -$5M.
How have Go Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Go Mortgage, LLC's sponsor-wide assets declined 17.6%, from $9M to $7M.
Which 401(k) plans are similar in size to Go Mortgage, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Primera Technology, Inc. 401(k) Plan in MN ($9M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Go Mortgage, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Emmis Operating Company 401(k) Plan in IN (248 participants, $55M 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 391813773.

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.