401(k) · DOL Form 5500 · 2022
Filo Mortgage, LLC 401(k) Plan
Data updated 2026-08-25
- $647K
- Total assets Small plan by assets
- 187
- Participants Below avg headcount
- 21st
- Percentile by assets National rank
- $3,460
- Avg per participant Low balance/head
Official DOL plan name: Filo Mortgage 401(k) Plan · Sponsored by Filo Mortgage, LLC · Pennsylvania · Finance & Insurance
$647K in assets, 187 participants
Filo Mortgage, LLC's Filo Mortgage 401(k) Plan reported $647K in total assets and 187 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #1,220 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
Filo Mortgage 401(k) Plan covers 187 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $647K.
- #1,220
- in Finance & Insurance (9,261 peers)
- -48.0%
- assets change YoY
The plan reported a net loss of $597K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Filo Mortgage 401(k) Plan among the smaller filed plans by assets
Filo Mortgage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$646,970 21st percentile higher than 21% 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
Filo Mortgage 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. Filo Mortgage 401(k) Plan sits mid-pack in the medium band (187 participants).
DOL schedule card
Filing strip 843793381 · Filo Mortgage, LLC PY 2022 · 401(k)
Filo Mortgage 401(k) Plan · $647K · 187 · 21st
- BOOK $647K
- VS-ST 187
- BOY 21st
- SCH 401(k)
- EBSA near Overton Security 401(k) Plan
- PART ind #1220
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 Pennsylvania →
Filo Mortgage 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $647K |
| Net Income | -$597K |
| Employer EIN | 843793381 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Filo Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Overton Security 401(k) Plan in CA ($647K); by covered participants it is Sequoia 401(k) Plan in CA (187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($647K here).
- Overton Security 401(k) Plan (CA) $647K · 168
- Commonwealth Lodging Management, LLC 401(k) Profit Sharing Plan (VA) $647K · 296
- Fiat Lux Ventures Inc 401(k) Plan (FL) $647K · 30
- Highland Selections, Inc. 401(k) Plan (TX) $647K · 2
Similar participant headcount
Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.
- Sequoia 401(k) Plan (CA) 187 · 0 off
- Nappi Distributors, Inc. 401(k) Plan (ME) 187 · 0 off
- Global Cooling, Inc. 401(k) Profit Sharing Plan (OH) 187 · 0 off
- Incobrasa Industries, Ltd. 401(k) Plan (IL) 187 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.