401(k) · DOL Form 5500 · 2022
US Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 345
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $14,879
- Avg per participant Low balance/head
Official DOL plan name: US Mortgage Corporation 401(k) Profit Sharing Plan & Trust · Sponsored by US Mortgage Corporation · New York · Finance & Insurance
$5M in assets, 345 participants
US Mortgage Corporation's US Mortgage Corporation 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 345 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #3,301 in Finance & Insurance (9,261 peers)
Coverage in New York
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust covers 345 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #3,301
- in Finance & Insurance (9,261 peers)
- +1.7%
- assets growth YoY
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,133,184 Top 49% higher than 51% 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
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust 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. US Mortgage Corporation 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (345 participants).
Form 5500 schedule snapshot
Filing strip 113198028 · US Mortgage Corporation PY 2022 · 401(k)
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust · $5M · 345 · 51st
- IND $5M
- IND 345
- IND 51st
- IND 401(k)
- IND near 401(k) Profit-Sharing Plan for Employees of Center for Alcohol and Drug Treatment
- IND ind #3301
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 New York →
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $86K |
| Employer EIN | 113198028 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (US Mortgage Corporation)
Sponsor-wide plan assets over time
All US Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 45.280161396902976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 345 | $5M |
| 2023 | 1 | 341 | $7M |
| 2024 | 1 | 285 | $7M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is 401(k) Profit-Sharing Plan for Employees of Center for Alcohol and Drug Treatment in MN ($5M); by covered participants it is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- 401(k) Profit-Sharing Plan for Employees of Center for Alcohol and Drug Treatment (MN) $5M · 129
- Main Street Checks, Inc. 401(k) Profit Sharing Plan (AL) $5M · 143
- Bentley Truck Services, Inc. 401(k) Profit Sharing Plan and Trust (NJ) $5M · 140
- Mercy Medical Transportation, Inc. 401(k) Plan (CA) $5M · 116
Similar participant headcount
Nearest other-state filings by covered participants (345 participants); asset peers above are excluded.
- Sentry Data Systems, Inc. 401(k) Profit Sharing Plan (FL) 345 · 0 off
- Fmc Services, LLC 401(k) Profit Sharing Plan (TX) 345 · 0 off
- S. D. Ireland Companies 401(k) Plan (VT) 345 · 0 off
- Auria Solutions USA, Inc. Retirement Savings Program (MI) 345 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.