401(k) · DOL Form 5500 · 2022
Country Club Mortgage, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $11,806
- Avg per participant Low balance/head
Official DOL plan name: Country Club Mortgage, Inc. 401(k) Plan · Sponsored by Country Club Mortgage, Inc. · California · Finance & Insurance
$2M in assets, 131 participants
Country Club Mortgage, Inc.'s Country Club Mortgage, Inc. 401(k) Plan reported $2M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #1,875 in Finance & Insurance (9,261 peers)
Coverage in California
Country Club Mortgage, Inc. 401(k) Plan covers 131 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $2M.
- #1,875
- in Finance & Insurance (9,261 peers)
- -29.3%
- assets change YoY
The plan reported a net loss of $641K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Country Club Mortgage, Inc. 401(k) Plan among the smaller filed plans by assets
Country Club Mortgage, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,546,550 30th percentile higher than 30% 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
Country Club Mortgage, Inc. 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. Country Club Mortgage, Inc. 401(k) Plan sits mid-pack in the medium band (131 participants).
Form 5500 schedule snapshot
Filing strip 522354562 · Country Club Mortgage, Inc. PY 2022 · 401(k)
Country Club Mortgage, Inc. 401(k) Plan · $2M · 131 · 30th
- EOY $2M
- 5500 131
- ASSETS 30th
- PCT 401(k)
- EIN near Moody & Associates Inc. Retirement Plan
- RANK ind #1875
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 →
Country Club Mortgage, Inc. 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$641K |
| Employer EIN | 522354562 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
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
Country Club Mortgage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Moody & Associates Inc. Retirement Plan in TN ($2M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 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 (131 participants); asset peers above are excluded.
- Premium Brands Holdings Corporation Retirement Plan (WA) 131 · 0 off
- Tsuda USA 401(k) Plan (IN) 131 · 0 off
- Toxikon Retirement 401(k) Profit Sharing Plan (MA) 131 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 131 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.