401(k) · DOL Form 5500 · 2022

Advisors Mortgage Group 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
338
Participants Below avg headcount
61st
Percentile by assets National rank
$24,615
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Advisors Mortgage Group 401(k) Plan · Sponsored by Advisors Mortgage Group · New Jersey · Professional & Technical Services

$8M in assets, 338 participants

Advisors Mortgage Group's Advisors Mortgage Group 401(k) Plan reported $8M in total assets and 338 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,815 in Professional & Technical Services (21,562 peers)

Coverage in New Jersey

Advisors Mortgage Group 401(k) Plan covers 338 participants in New Jersey, about 40% of the average New Jersey filer (state average ~844 per filing). Assets: $8M.

#12,815
in Professional & Technical Services (21,562 peers)
-11.1%
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.

Advisors Mortgage Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Advisors Mortgage Group 401(k) Plan vs every filed plan by assets

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

$8,319,998 Top 39% higher than 61% 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

Advisors Mortgage Group 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. Advisors Mortgage Group 401(k) Plan sits mid-pack in the medium band (338 participants).

Published 5500 schedule card

Filing strip 223626426 · Advisors Mortgage Group PY 2022 · 401(k)

Advisors Mortgage Group 401(k) Plan · $8M · 338 · 61st

  • BOY $8M
  • SCH 338
  • EBSA 61st
  • PART 401(k)
  • TYPE near Willamette View, Inc. 401(k) Retirement Plan
  • NET ind #12815

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Advisors Mortgage Group 401(k) Plan in the asset neighbourhood

Advisors Mortgage Group 401(k) PlanAdvisors Mortgage Group 401(…$8MWillamette View, Inc. 401(k) Retirement PlanWillamette View, Inc. 401(k)…$8MEndeavor Schools, LLC 401(k) Profit Sharing Plan and TrustEndeavor Schools, LLC 401(k)…$8MSt. Anne's Retirement Community, Inc. 401(k) PlanSt. Anne's Retirement Commun…$8MSps, Inc. 401(k) Profit Sharing PlanSps, Inc. 401(k) Profit Shar…$8M
End-of-year total assets ($M) among Advisors Mortgage Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN223626426
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advisors Mortgage Group)

Sponsor-wide plan assets over time

All Advisors Mortgage Group plans reported in each filing year

Latest sponsor-wide plan assets
$13M 57.73440089769253% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.32M $13.1M ▲ +57.7%
Year Plans Participants Total Assets
2022 1 338 $8M
2023 1 294 $11M
2024 1 260 $13M

Nearby 401(k) Plans in New Jersey

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

Advisors Mortgage Group 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Advisors Mortgage Group 401(k) Plan, Total assets ($B): 0.008319998 · Participants: 338Advisors Mortgage Group 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Advisors Mortgage Group 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Advisors Mortgage Group 401(k) Plan side-by-side with 3 peers →

Advisors Mortgage Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Willamette View, Inc. 401(k) Retirement Plan in OR ($8M); by covered participants it is Nursecore Management Services, LLC. 401(k) Profit Sharing Plan in TX (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Advisors Mortgage Group 401(k) Plan assets move in 2022? ▼
Advisors Mortgage Group 401(k) Plan pulled back noticeably - down 11.1% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Advisors Mortgage Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisors Mortgage Group's sponsor-wide assets grew 57.7%, from $8M to $13M.
Which 401(k) plans are similar in size to Advisors Mortgage Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Willamette View, Inc. 401(k) Retirement Plan in OR ($8M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Advisors Mortgage Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nursecore Management Services, LLC. 401(k) Profit Sharing Plan in TX (338 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223626426.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.