401(k) · DOL Form 5500 · 2022

Lend Smart Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
175
Participants Small participant base
61st
Percentile by assets National rank
$47,604
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lend Smart Mortgage, LLC 401(k) Plan · Sponsored by Lend Smart Mortgage, LLC · Minnesota · Finance & Insurance

$8M in assets, 175 participants

Lend Smart Mortgage, LLC's Lend Smart Mortgage, LLC 401(k) Plan reported $8M in total assets and 175 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.

  • #4,126 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Lend Smart Mortgage, LLC 401(k) Plan covers 175 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.

#4,126
in Finance & Insurance (9,261 peers)
-11.5%
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.

Lend Smart Mortgage, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Lend Smart Mortgage, LLC 401(k) Plan vs every filed plan by assets

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

$8,330,698 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

Lend Smart Mortgage, LLC 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. Lend Smart Mortgage, LLC 401(k) Plan sits mid-pack in the medium band (175 participants).

Plan-year Form 5500 strip

Filing strip 204224234 · Lend Smart Mortgage, LLC PY 2022 · 401(k)

Lend Smart Mortgage, LLC 401(k) Plan · $8M · 175 · 61st

  • EIN $8M
  • EIN 175
  • EIN 61st
  • EIN 401(k)
  • EIN near Chambers & Owen, Inc. 401(k) Union Plan
  • EIN ind #4126

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 Minnesota →

Lend Smart Mortgage, LLC 401(k) Plan in the asset neighbourhood

Lend Smart Mortgage, LLC 401(k) PlanLend Smart Mortgage, LLC 401…$8MChambers & Owen, Inc. 401(k) Union PlanChambers & Owen, Inc. 401(k)…$8MConcord Coach Lines, Inc. 401(k) Profit Sharing PlanConcord Coach Lines, Inc. 40…$8MClose Up Foundation 403(b) Retirement PlanClose Up Foundation 403(b) R…$8MDowntown Women Ob/Gyn Associates, LLP 401(k) PlanDowntown Women Ob/Gyn Associ…$8M
End-of-year total assets ($M) among Lend Smart Mortgage, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN204224234
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lend Smart Mortgage, LLC)

Sponsor-wide plan assets over time

All Lend Smart Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M 20222023 $8.33M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 175 $8M
2023 1 149 N/A

Nearby 401(k) Plans in Minnesota

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

Lend Smart Mortgage, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Lend Smart Mortgage, LLC 401(k) Plan, Total assets ($B): 0.008330698 · Participants: 175Lend Smart Mortgage, LLC 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Lend Smart Mortgage, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Lend Smart Mortgage, LLC 401(k) Plan side-by-side with 3 peers →

Lend Smart Mortgage, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Chambers & Owen, Inc. 401(k) Union Plan in WI ($8M); by covered participants it is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Lend Smart Mortgage, LLC 401(k) Plan assets move in 2022? ▼
Lend Smart Mortgage, LLC 401(k) Plan pulled back noticeably - down 11.5% during 2022, from $9M to $8M. Reported net income was -$1M.
Which 401(k) plans are similar in size to Lend Smart Mortgage, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chambers & Owen, Inc. 401(k) Union Plan in WI ($8M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Lend Smart Mortgage, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 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 204224234.

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.