401(k) · DOL Form 5500 · 2022
Commonfund Mortgage Corp. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $90,881
- Avg per participant Below avg balance/head
Official DOL plan name: Commonfund Mortgage Corp. Retirement Plan · Sponsored by Commonfund Mortgage Corp. · New York · Finance & Insurance
$2M in assets, 24 participants
Commonfund Mortgage Corp.'s Commonfund Mortgage Corp. Retirement Plan reported $2M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #2,198 in Finance & Insurance (9,261 peers)
2022 asset change
Commonfund Mortgage Corp. Retirement Plan contracted severely 37.4% in 2022 ($3M → $2M) for 24 participants.
- #2,198
- in Finance & Insurance (9,261 peers)
- -37.4%
- 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.
Commonfund Mortgage Corp. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Commonfund Mortgage Corp. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,181,146 35th percentile higher than 35% 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
Commonfund Mortgage Corp. Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Commonfund Mortgage Corp. Retirement Plan is a small filing (24 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 161223707 · Commonfund Mortgage Corp. PY 2022 · 401(k)
Commonfund Mortgage Corp. Retirement Plan · $2M · 24 · 35th
- BOOK $2M
- BOOK 24
- BOOK 35th
- BOOK 401(k)
- BOOK near Robinson Drilling of Texas Ltd 401(k) Profit Sharing Plan & Trust
- BOOK ind #2198
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 →
Commonfund Mortgage Corp. Retirement Plan in the asset neighbourhood
Commonfund Mortgage Corp. years around the 2022 move
Sponsor-wide plan assets over time
All Commonfund Mortgage Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $2M |
| 2023 | 1 | 6 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$1M |
| Employer EIN | 161223707 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
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
Commonfund Mortgage Corp. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Robinson Drilling of Texas Ltd 401(k) Profit Sharing Plan & Trust in TX ($2M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Storybook Homes, LLC 401(k) Plan (NV) 24 · 0 off
- Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan (TX) 24 · 0 off
- Mill Masters, Inc. 401(k) Plan (TN) 24 · 0 off
- Vander Vegt and Associates Retirement Plan (CO) 24 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.