401(k) · DOL Form 5500 · 2022

First Colony Mortgage Corp. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
269
Participants Below avg headcount
75th
Percentile by assets National rank
$64,065
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First Colony Mortgage Corp. Profit Sharing Plan · Sponsored by First Colony Mortgage Corp. · Utah · Real Estate

$17M in assets, 269 participants

First Colony Mortgage Corp.'s First Colony Mortgage Corp. Profit Sharing Plan reported $17M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,437 in Real Estate (5,057 peers)

Coverage in Utah

First Colony Mortgage Corp. Profit Sharing Plan covers 269 participants in Utah, about 45% of the average Utah filer (state average ~592 per filing). Assets: $17M.

#4,437
in Real Estate (5,057 peers)
-16.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Colony Mortgage Corp. Profit Sharing Plan's outsized position by total assets

First Colony Mortgage Corp. Profit Sharing Plan vs every filed plan by assets

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

$17,233,510 Top 25% higher than 75% 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

First Colony Mortgage Corp. 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. First Colony Mortgage Corp. Profit Sharing Plan sits mid-pack in the medium band (269 participants).

EBSA filing schedule strip

Filing strip 870415314 · First Colony Mortgage Corp. PY 2022 · 401(k)

First Colony Mortgage Corp. Profit Sharing Plan · $17M · 269 · 75th

  • ASSETS $17M
  • ASSETS 269
  • ASSETS 75th
  • ASSETS 401(k)
  • ASSETS near Trc Payroll, I, LLC 401(k) Plan
  • ASSETS ind #4437

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 Utah →

First Colony Mortgage Corp. Profit Sharing Plan in the asset neighbourhood

First Colony Mortgage Corp. Profit Sharing PlanFirst Colony Mortgage Corp. …$17MTrc Payroll, I, LLC 401(k) PlanTrc Payroll, I, LLC 401(k) P…$17MJupiter Aluminum Corporation 401(k) PlanJupiter Aluminum Corporation…$17MSouth Louisiana Bank, Inc. Employee Savings PlanSouth Louisiana Bank, Inc. E…$17MAmerican Bank of Commerce 401(k) Profit Sharing PlanAmerican Bank of Commerce 40…$17M
End-of-year total assets ($M) among First Colony Mortgage Corp. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN870415314
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Colony Mortgage Corp.)

Sponsor-wide plan assets over time

All First Colony Mortgage Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 35.45746629676717% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $23.3M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 269 $17M
2023 1 260 $20M
2024 1 245 $23M

Nearby 401(k) Plans in Utah

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

First Colony Mortgage Corp. Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants First Colony Mortgage Corp. Profit Sharing Plan, Total assets ($B): 0.01723351 · Participants: 269First Colony Mortgage Corp. Profit Sharing PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
First Colony Mortgage Corp. Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants

First Colony Mortgage Corp. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Trc Payroll, I, LLC 401(k) Plan in PA ($17M); by covered participants it is Werner Affiliated Companies Employees Savings Trust in NE (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 First Colony Mortgage Corp. Profit Sharing Plan assets move in 2022?
First Colony Mortgage Corp. Profit Sharing Plan declined sharply - down 16.1% during 2022, from $21M to $17M. Reported net income was -$3M.
How have First Colony Mortgage Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), First Colony Mortgage Corp.'s sponsor-wide assets grew 35.5%, from $17M to $23M.
Where does First Colony Mortgage Corp. Profit Sharing Plan rank by assets among Form 5500 filers?
First Colony Mortgage Corp. Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to First Colony Mortgage Corp. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Trc Payroll, I, LLC 401(k) Plan in PA ($17M, 98 participants).
Which 401(k) plans cover a similar participant headcount to First Colony Mortgage Corp. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Werner Affiliated Companies Employees Savings Trust in NE (269 participants, $12M in assets).