401(k) · DOL Form 5500 · 2022
City First Mortgage Services 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $16,423
- Avg per participant Low balance/head
Official DOL plan name: City First Mortgage Services Retirement Plan · Sponsored by City First Mortgage Services · Utah · Finance & Insurance
$3M in assets, 157 participants
City First Mortgage Services's City First Mortgage Services Retirement Plan reported $3M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #2,359 in Finance & Insurance (9,261 peers)
Coverage in Utah
City First Mortgage Services Retirement Plan covers 157 participants in Utah, about 27% of the average Utah filer (state average ~592 per filing). Assets: $3M.
- #2,359
- in Finance & Insurance (9,261 peers)
- -11.1%
- assets change YoY
The plan reported a net loss of $323K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
City First Mortgage Services Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
City First Mortgage Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,578,353 38th percentile higher than 38% 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
City First Mortgage Services Retirement 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. City First Mortgage Services Retirement Plan sits mid-pack in the medium band (157 participants).
Plan-year Form 5500 strip
Filing strip 870515745 · City First Mortgage Services PY 2022 · 401(k)
City First Mortgage Services Retirement Plan · $3M · 157 · 38th
- EIN $3M
- RANK 157
- PHOTO 38th
- IND 401(k)
- EOY near Boatner & Pugh, LLC 401(k) and Profit Sharing Plan
- 5500 ind #2359
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 Utah →
City First Mortgage Services Retirement Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$323K |
| Employer EIN | 870515745 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
City First Mortgage Services Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL ($3M); by covered participants it is We Transport Inc. Salaried 401(k) Plan in NY (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- We Transport Inc. Salaried 401(k) Plan (NY) 157 · 0 off
- Dot Leasing Inc 401(k) Profit Sharing Plan & Trust (TX) 157 · 0 off
- Audacious Inquiry, LLC 401(k) Plan (MD) 157 · 0 off
- Burke Beverage, Inc. 401(k) Plan (IL) 157 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.