401(k) · DOL Form 5500 · 2022
Stockton Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 235
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $53,311
- Avg per participant Low balance/head
Official DOL plan name: Stockton Mortgage Corporation 401(k) Plan · Sponsored by Stockton Mortgage Corporation · Kentucky · Finance & Insurance
$13M in assets, 235 participants
Stockton Mortgage Corporation's Stockton Mortgage Corporation 401(k) Plan reported $13M in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #4,928 in Finance & Insurance (9,261 peers)
Coverage in Kentucky
Stockton Mortgage Corporation 401(k) Plan covers 235 participants in Kentucky, about 36% of the average Kentucky filer (state average ~647 per filing). Assets: $13M.
- #4,928
- in Finance & Insurance (9,261 peers)
- -1.4%
- assets change YoY
The plan reported a net loss of $230K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stockton Mortgage Corporation 401(k) Plan's outsized position by total assets
Stockton Mortgage Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,528,148 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Stockton Mortgage Corporation 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. Stockton Mortgage Corporation 401(k) Plan sits mid-pack in the medium band (235 participants).
Plan-year Form 5500 strip
Filing strip 611392032 · Stockton Mortgage Corporation PY 2022 · 401(k)
Stockton Mortgage Corporation 401(k) Plan · $13M · 235 · 69th
- BOY $13M
- SCH 235
- EBSA 69th
- PART 401(k)
- TYPE near Pilatus Business Aircraft, Ltd 401(k) Plan
- NET ind #4928
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 Kentucky →
Stockton Mortgage Corporation 401(k) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$230K |
| Employer EIN | 611392032 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stockton Mortgage Corporation)
Sponsor-wide plan assets over time
All Stockton Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 37.60170562750899% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 361 | $14M |
| 2023 | 2 | 351 | $15M |
| 2024 | 1 | 309 | $19M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Stockton Mortgage Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Pilatus Business Aircraft, Ltd 401(k) Plan in CO ($13M); by covered participants it is Pinterest 401(k) Plan in CA (235 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Pilatus Business Aircraft, Ltd 401(k) Plan (CO) $13M · 118
- Airtek Construction 401(k) Retirement Plan (AL) $13M · 240
- Hanlees Dealer Group 401(k) Plan (CA) $13M · 337
- Healthcare Management Solution LLC 401(k) Plan (WV) $13M · 179
Similar participant headcount
Nearest other-state filings by covered participants (235 participants); asset peers above are excluded.
- Pinterest 401(k) Plan (CA) 235 · 0 off
- Provest LLC 401(k) Plan (FL) 235 · 0 off
- Jpi Retirement Plan (TX) 235 · 0 off
- Direction Home Akron Canton Area Agency on Aging & Disabilities 401(k) Plan (OH) 235 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.