Profit Sharing · DOL Form 5500 · 2022

Investmark Mortgage, LLC Profit Sharing Plan

Data updated 2026-08-25

$257K
Total assets Small plan by assets
6
Participants Small participant base
12th
Percentile by assets National rank
$42,838
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Investmark Mortgage, LLC Profit Sharing Plan · Sponsored by Investmark Mortgage, LLC · Texas · Other Services

$257K in assets, 6 participants

Investmark Mortgage, LLC's Investmark Mortgage, LLC Profit Sharing Plan reported $257K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #2,280 in Other Services (8,398 peers)

2022 asset change

Investmark Mortgage, LLC Profit Sharing Plan surged 39.6% in 2022 ($184K → $257K) for 6 participants.

#2,280
in Other Services (8,398 peers)
+39.6%
assets growth YoY

Investmark Mortgage, LLC Profit Sharing Plan among the smaller filed plans by assets

Investmark Mortgage, LLC Profit Sharing Plan vs every filed plan by assets

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

$257,030 12th percentile higher than 12% 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

Investmark Mortgage, LLC 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. Investmark Mortgage, LLC Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 271354880 · Investmark Mortgage, LLC PY 2022 · Profit Sharing

Investmark Mortgage, LLC Profit Sharing Plan · $257K · 6 · 12th

  • TYPE $257K
  • NET 6
  • BOOK 12th
  • VS-ST Profit Sharing
  • BOY near Kull N Claude Fleet Services, Inc. Profit Sharing Plan
  • SCH ind #2280

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 Other Services retirement plans → · Plans in Texas →

Investmark Mortgage, LLC Profit Sharing Plan in the asset neighbourhood

Investmark Mortgage, LLC Profit Sharing PlanInvestmark Mortgage, LLC Pro…$257KKull N Claude Fleet Services, Inc. Profit Sharing PlanKull N Claude Fleet Services…$257KReddick Enterprise, Inc. Profit Sharing PlanReddick Enterprise, Inc. Pro…$257KWabasso Beach & Surf Zone, Inc. Retirement PlanWabasso Beach & Surf Zone, I…$257KJjc Capital, Inc. Retirement PlanJjc Capital, Inc. Retirement…$257K
End-of-year total assets ($M) among Investmark Mortgage, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Investmark Mortgage, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Investmark Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$265K 3.255262031669455% vs 2022
2024 filing year
$0.25M$0.26M$0.27M$0.28M$0.29M 202220232024 $0.26M $0.27M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 6 $257K
2023 1 5 $282K
2024 1 5 $265K

2022 asset-move particulars

Total Assets (Beginning of Year)$184K
Net Assets (End of Year)$257K
Net Income$73K
Employer EIN271354880
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Investmark Mortgage, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Investmark Mortgage, LLC Profit Sharing Plan, Total assets ($B): 0.00025703 · Participants: 6Investmark Mortgage, LLC Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Investmark Mortgage, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Investmark Mortgage, LLC Profit Sharing Plan side-by-side with 3 peers →

Investmark Mortgage, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Kull N Claude Fleet Services, Inc. Profit Sharing Plan in MN ($257K); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Investmark Mortgage, LLC Profit Sharing Plan assets move in 2022? ▼
Investmark Mortgage, LLC Profit Sharing Plan surged - up 39.6% during 2022, from $184K to $257K. Reported net income was $73K.
How have Investmark Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investmark Mortgage, LLC's sponsor-wide assets grew 3.3%, from $257K to $265K.
Where does Investmark Mortgage, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Investmark Mortgage, LLC Profit Sharing Plan ranks in the 12th 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 Profit Sharing plans are similar in size to Investmark Mortgage, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kull N Claude Fleet Services, Inc. Profit Sharing Plan in MN ($257K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Investmark Mortgage, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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 271354880.

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.