401(k) · DOL Form 5500 · 2022
American Internet Mortgage, Inc 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $53,629
- Avg per participant Low balance/head
Official DOL plan name: Aim 401(k) Smart Plan · Sponsored by American Internet Mortgage, Inc · California · Finance & Insurance
$7M in assets, 125 participants
American Internet Mortgage, Inc's Aim 401(k) Smart Plan reported $7M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #3,730 in Finance & Insurance (9,261 peers)
Coverage in California
Aim 401(k) Smart Plan covers 125 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $7M.
- #3,730
- in Finance & Insurance (9,261 peers)
- -14.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aim 401(k) Smart Plan's mid-pack asset rank among Finance & Insurance and all filers
Aim 401(k) Smart Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,703,615 Top 43% higher than 57% 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
Aim 401(k) Smart 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. Aim 401(k) Smart Plan sits mid-pack in the medium band (125 participants).
Form 5500 schedule snapshot
Filing strip 522091594 · American Internet Mortgage, Inc PY 2022 · 401(k)
Aim 401(k) Smart Plan · $7M · 125 · 57th
- PHOTO $7M
- PHOTO 125
- PHOTO 57th
- PHOTO 401(k)
- PHOTO near The Rms 401(k) Plan
- PHOTO ind #3730
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 California →
Aim 401(k) Smart Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 522091594 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Internet Mortgage, Inc)
Sponsor-wide plan assets over time
All American Internet Mortgage, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 37.533912672490885% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 125 | $7M |
| 2023 | 1 | 41 | $8M |
| 2024 | 1 | 48 | $9M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Aim 401(k) Smart Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Rms 401(k) Plan in OH ($7M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- The Rms 401(k) Plan (OH) $7M · 213
- The Restated Thrift/Profit Sharing Plan for Cooperatives (MO) $7M · 132
- Toyota of Vancouver 401(k) Profit Sharing Plan (WA) $7M · 168
- Co-Op 401(k) Plan (WI) $7M · 94
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
- Media Iq Digital N.a. 401(k) Plan (NY) 125 · 0 off
- Dmmg, PLLC 401(k) Plan (AZ) 125 · 0 off
- Metals Technology Corporation 401(k) Retirement Savings Plan (IL) 125 · 0 off
- Frank's Supply Company, Inc. 401(k) Profit Sharing Plan (NM) 125 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.