Profit Sharing · DOL Form 5500 · 2022

Northstar Mortgage Company Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
48th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Northstar Mortgage Company Profit Sharing Plan · Sponsored by Northstar Mortgage Company · Florida · Finance & Insurance

$4M in assets, 2 participants

Northstar Mortgage Company's Northstar Mortgage Company Profit Sharing Plan reported $4M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,095 in Finance & Insurance (9,261 peers)

Northstar Mortgage Company multi-year trail

Northstar Mortgage Company's plans moved +19.4% in assets from 2022 to 2024; this filing shows Northstar Mortgage Company Profit Sharing Plan at $4M / 2 participants.

#3,095
in Finance & Insurance (9,261 peers)
+4.5%
assets growth YoY

Northstar Mortgage Company Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Northstar Mortgage Company Profit Sharing Plan vs every filed plan by assets

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

$4,470,500 48th percentile higher than 48% 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

Northstar Mortgage Company 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. Northstar Mortgage Company Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 592373269 · Northstar Mortgage Company PY 2022 · Profit Sharing

Northstar Mortgage Company Profit Sharing Plan · $4M · 2 · 48th

  • PCT $4M
  • PCT 2
  • PCT 48th
  • PCT Profit Sharing
  • PCT near Gastrointestinal Clinic of the Quad Cities, P.C. Retirement Plan
  • PCT ind #3095

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 Florida →

Northstar Mortgage Company Profit Sharing Plan in the asset neighbourhood

Northstar Mortgage Company Profit Sharing PlanNorthstar Mortgage Company P…$4MGastrointestinal Clinic of the Quad Cities, P.C. Retirement PlanGastrointestinal Clinic of t…$4MAutomated Services and Products, Inc. Profit Sharing PlanAutomated Services and Produ…$4MFoot Care Associates P.a. Money Purchase Pension PlanFoot Care Associates P.a. Mo…$4MPerry & Associates Employee Profit Sharing PlanPerry & Associates Employee …$4M
End-of-year total assets ($M) among Northstar Mortgage Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Northstar Mortgage Company multi-year asset trail

Sponsor-wide plan assets over time

All Northstar Mortgage Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.43919024717593% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.47M $5.34M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $5M

Northstar Mortgage Company filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$191K
Employer EIN592373269
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Northstar Mortgage Company Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Northstar Mortgage Company Profit Sharing Plan, Total assets ($B): 0.0044705 · Participants: 2Northstar Mortgage Company Profit Sharing PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Northstar Mortgage Company Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

Northstar Mortgage Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Gastrointestinal Clinic of the Quad Cities, P.C. Retirement Plan in IA ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Northstar Mortgage Company Profit Sharing Plan assets move in 2022?
Northstar Mortgage Company Profit Sharing Plan edged up modestly - up 4.5% during 2022, from $4M to $4M. Reported net income was $191K.
How have Northstar Mortgage Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Northstar Mortgage Company's sponsor-wide assets grew 19.4%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Northstar Mortgage Company Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Gastrointestinal Clinic of the Quad Cities, P.C. Retirement Plan in IA ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Northstar Mortgage Company Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).