Defined Benefit (Pension) · DOL Form 5500 · 2022

Stockton Mortgage Corporation Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
126
Participants Small participant base
29th
Percentile by assets National rank
$11,345
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stockton Mortgage Corporation Cash Balance Pension Plan · Sponsored by Stockton Mortgage Corporation · Kentucky · Finance & Insurance

$1M in assets, 126 participants

Stockton Mortgage Corporation's Stockton Mortgage Corporation Cash Balance Pension Plan reported $1M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,812 in Finance & Insurance (9,261 peers)

Coverage in Kentucky

Stockton Mortgage Corporation Cash Balance Pension Plan covers 126 participants in Kentucky, about 19% of the average Kentucky filer (state average ~647 per filing). Assets: $1M.

#1,812
in Finance & Insurance (9,261 peers)
-10.7%
assets change YoY

The plan reported a net loss of $171K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stockton Mortgage Corporation Cash Balance Pension Plan among the smaller filed plans by assets

Stockton Mortgage Corporation Cash Balance Pension Plan vs every filed plan by assets

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

$1,429,413 29th percentile higher than 29% 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

Stockton Mortgage Corporation Cash Balance Pension 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. Stockton Mortgage Corporation Cash Balance Pension Plan sits mid-pack in the medium band (126 participants).

Plan-year Form 5500 strip

Filing strip 611392032 · Stockton Mortgage Corporation PY 2022 · Defined Benefit (Pension)

Stockton Mortgage Corporation Cash Balance Pension Plan · $1M · 126 · 29th

  • EIN $1M
  • EIN 126
  • EIN 29th
  • EIN Defined Benefit (Pension)
  • EIN near Louisiana-Pacific Corporation Retirement Account Plan
  • EIN ind #1812

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 Kentucky →

Stockton Mortgage Corporation Cash Balance Pension Plan in the asset neighbourhood

Stockton Mortgage Corporation Cash Balance Pension PlanStockton Mortgage Corporatio…$1MLouisiana-Pacific Corporation Retirement Account PlanLouisiana-Pacific Corporatio…$1MLos Angeles Real Estate Management, Inc. Cash Balance PlanLos Angeles Real Estate Mana…$1MTremond Alloys and Metals Corp. Pension PlanTremond Alloys and Metals Co…$1MGrand Large Inc. Pension Plan$1M
End-of-year total assets ($M) among Stockton Mortgage Corporation Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$171K
Employer EIN611392032
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stockton Mortgage Corporation)

Sponsor-wide plan assets over time

All Stockton Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 37.60170562750899% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $19.2M ▲ +37.6%
Year Plans Participants Total Assets
2022 2 361 $14M
2023 2 351 $15M
2024 1 309 $19M

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Stockton Mortgage Corporation Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Stockton Mortgage Corporation Cash Balance Pension Plan, Total assets ($B): 0.001429413 · Participants: 126Stockton Mortgage Corporation Cash Balance Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Stockton Mortgage Corporation Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Stockton Mortgage Corporation Cash Balance Pension Plan side-by-side with 3 peers →

Stockton Mortgage Corporation Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Louisiana-Pacific Corporation Retirement Account Plan in TN ($1M); by covered participants it is National Federation of Independent Business Retirement Plan in TN (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Stockton Mortgage Corporation Cash Balance Pension Plan assets move in 2022? ▼
Stockton Mortgage Corporation Cash Balance Pension Plan pulled back noticeably - down 10.7% during 2022, from $2M to $1M. Reported net income was -$171K.
How have Stockton Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stockton Mortgage Corporation's sponsor-wide assets grew 37.6%, from $14M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Stockton Mortgage Corporation Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Louisiana-Pacific Corporation Retirement Account Plan in TN ($1M, 744 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stockton Mortgage Corporation Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Federation of Independent Business Retirement Plan in TN (126 participants, $76M 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 611392032.

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.