401(k) · DOL Form 5500 · 2022

Luxury Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
216
Participants Below avg headcount
54th
Percentile by assets National rank
$27,383
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust · Sponsored by Luxury Mortgage Corporation · Connecticut · Finance & Insurance

$6M in assets, 216 participants

Luxury Mortgage Corporation's Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,511 in Finance & Insurance (9,261 peers)

Coverage in Connecticut

Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust covers 216 participants in Connecticut, about 30% of the average Connecticut filer (state average ~718 per filing). Assets: $6M.

#3,511
in Finance & Insurance (9,261 peers)
-37.4%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Luxury 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

$5,914,666 Top 46% higher than 54% 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

Luxury 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. Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (216 participants).

Published 5500 schedule card

Filing strip 061461914 · Luxury Mortgage Corporation PY 2022 · 401(k)

Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust · $6M · 216 · 54th

  • BOY $6M
  • SCH 216
  • EBSA 54th
  • PART 401(k)
  • TYPE near Vredevoogd Heating & Cooling 401(k) Plan
  • NET ind #3511

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 Connecticut →

Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mda Engineering, Inc. Employees Profit Sharing PlanMda Engineering, Inc. Employ…$6MLuxury Mortgage Corporation 401(k) Profit Sharing Plan & TrustLuxury Mortgage Corporation …$6MVredevoogd Heating & Cooling 401(k) PlanVredevoogd Heating & Cooling…$6MVero Foods, LLC/Courage Productions,LLC 401(k) PlanVero Foods, LLC/Courage Prod…$6MIntergalactic, Inc. Dba Bookmans Retirement PlanIntergalactic, Inc. Dba Book…$6M
End-of-year total assets ($M) among Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$6M
Net Income-$4M
Employer EIN061461914
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luxury Mortgage Corporation)

Sponsor-wide plan assets over time

All Luxury Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 1.0758342060227915% vs 2022
2023 filing year
$5.9M$5.95M$6M 20222023 $5.91M $5.98M ▲ +1.2%
Year Plans Participants Total Assets
2022 1 216 $6M
2023 1 42 $6M

Nearby 401(k) Plans in Connecticut

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

Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005914666 · Participants: 216Luxury Mortgage Corporation 401(k) Profit Sharing Plan & TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Vredevoogd Heating & Cooling 401(k) Plan in MI ($6M); by covered participants it is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust contracted severely - down 37.4% during 2022, from $9M to $6M. Reported net income was -$4M.
How have Luxury Mortgage Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Luxury Mortgage Corporation's sponsor-wide assets grew 1.1%, from $6M to $6M.
Which 401(k) plans are similar in size to Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vredevoogd Heating & Cooling 401(k) Plan in MI ($6M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Luxury Mortgage Corporation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 participants, N/A 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 061461914.

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.