401(k) · DOL Form 5500 · 2022

Southeast Mortgage of Georgia, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
232
Participants Below avg headcount
60th
Percentile by assets National rank
$33,562
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southeast Mortgage of Georgia, Inc. 401(k) Plan · Sponsored by Southeast Mortgage of Georgia, Inc. · Georgia · Finance & Insurance

$8M in assets, 232 participants

Southeast Mortgage of Georgia, Inc.'s Southeast Mortgage of Georgia, Inc. 401(k) Plan reported $8M in total assets and 232 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,984 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Southeast Mortgage of Georgia, Inc. 401(k) Plan covers 232 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $8M.

#3,984
in Finance & Insurance (9,261 peers)
-3.5%
assets change YoY

The plan reported a net loss of $283K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southeast Mortgage of Georgia, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Southeast Mortgage of Georgia, Inc. 401(k) Plan vs every filed plan by assets

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

$7,786,276 Top 40% higher than 60% 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

Southeast Mortgage of Georgia, 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. Southeast Mortgage of Georgia, Inc. 401(k) Plan sits mid-pack in the medium band (232 participants).

DOL schedule card

Filing strip 582059073 · Southeast Mortgage of Georgia, Inc. PY 2022 · 401(k)

Southeast Mortgage of Georgia, Inc. 401(k) Plan · $8M · 232 · 60th

  • RANK $8M
  • RANK 232
  • RANK 60th
  • RANK 401(k)
  • RANK near Congaree River LLC 401(k) Profit Sharing Plan
  • RANK ind #3984

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 Georgia →

Southeast Mortgage of Georgia, Inc. 401(k) Plan in the asset neighbourhood

Southeast Mortgage of Georgia, Inc. 401(k) PlanSoutheast Mortgage of Georgi…$8MCongaree River LLC 401(k) Profit Sharing PlanCongaree River LLC 401(k) Pr…$8MRiverpoint Medical 401(k) PlanRiverpoint Medical 401(k) Pl…$8MBristol Bay Native Association 401(k) PlanBristol Bay Native Associati…$8MJ.M. Murray Center, Inc. Pension PlanJ.M. Murray Center, Inc. Pen…$8M
End-of-year total assets ($M) among Southeast Mortgage of Georgia, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$283K
Employer EIN582059073
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Mortgage of Georgia, Inc.)

Sponsor-wide plan assets over time

All Southeast Mortgage of Georgia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.748582762799575% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.79M $10M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 232 $8M
2023 1 198 $9M
2024 1 172 $10M

Nearby 401(k) Plans in Georgia

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

Southeast Mortgage of Georgia, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Southeast Mortgage of Georgia, Inc. 401(k) Plan, Total assets ($B): 0.007786276 · Participants: 232Southeast Mortgage of Georgia, Inc. 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Southeast Mortgage of Georgia, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Southeast Mortgage of Georgia, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Congaree River LLC 401(k) Profit Sharing Plan in IL ($8M); by covered participants it is Argo Data Resource Corporation 401(k) Plan in TX (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Southeast Mortgage of Georgia, Inc. 401(k) Plan assets move in 2022? ▼
Southeast Mortgage of Georgia, Inc. 401(k) Plan edged down modestly - down 3.5% during 2022, from $8M to $8M. Reported net income was -$283K.
How have Southeast Mortgage of Georgia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeast Mortgage of Georgia, Inc.'s sponsor-wide assets grew 28.7%, from $8M to $10M.
Which 401(k) plans are similar in size to Southeast Mortgage of Georgia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Congaree River LLC 401(k) Profit Sharing Plan in IL ($8M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Southeast Mortgage of Georgia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Argo Data Resource Corporation 401(k) Plan in TX (232 participants, $42M 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 582059073.

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.