401(k) · DOL Form 5500 · 2022

Anniemac Home Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
1,023
Participants Near avg headcount
83rd
Percentile by assets National rank
$28,887
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Anniemac Home Mortgage Plan · Sponsored by Anniemac Home Mortgage, LLC · New Jersey · Finance & Insurance

$30M in assets, 1,023 participants

Anniemac Home Mortgage, LLC's Anniemac Home Mortgage Plan reported $30M in total assets and 1,023 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,666 in Finance & Insurance (9,261 peers)

Where Anniemac Home Mortgage Plan sits by assets

Anniemac Home Mortgage Plan sits in the top quartile of all filed plans by assets, $30M for 1,023 participants (~$28,887/participant), up 4.5% in 2022.

#6,666
in Finance & Insurance (9,261 peers)
+4.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Anniemac Home Mortgage Plan's outsized position by total assets

Anniemac Home Mortgage Plan vs every filed plan by assets

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

$29,550,961 Top 17% higher than 83% 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

Anniemac Home Mortgage Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anniemac Home Mortgage Plan lands in the large band (1,023 participants).

EBSA filing schedule strip

Filing strip 272389039 · Anniemac Home Mortgage, LLC PY 2022 · 401(k)

Anniemac Home Mortgage Plan · $30M · 1,023 · 83rd

  • EBSA $30M
  • PART 1,023
  • TYPE 83rd
  • NET 401(k)
  • BOOK near Sound Health 401(k) Plan
  • VS-ST ind #6666

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 New Jersey →

Anniemac Home Mortgage Plan in the asset neighbourhood

Anniemac Home Mortgage Plan$30MSound Health 401(k) Plan$30MTata Chemicals (Soda Ash) Partners Hourly Employees' Savings PlanTata Chemicals (Soda Ash) Pa…$30MMabrey Bancorporation, Inc. Employees' Profit Sharing 401(k) PlanMabrey Bancorporation, Inc. …$30MEmplova 401(k) Retirement Savings PlanEmplova 401(k) Retirement Sa…$30M
End-of-year total assets ($M) among Anniemac Home Mortgage Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$1M
Employer EIN272389039
Plan Effective Date2011-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anniemac Home Mortgage, LLC)

Sponsor-wide plan assets over time

All Anniemac Home Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 20.64100047372402% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $29.6M $35.7M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 1,023 $30M
2023 1 766 $33M
2024 1 697 $36M

Nearby 401(k) Plans in New Jersey

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

Anniemac Home Mortgage Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Anniemac Home Mortgage Plan, Total assets ($B): 0.029550961 · Participants: 1023Anniemac Home Mortgage PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Anniemac Home Mortgage Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Anniemac Home Mortgage Plan side-by-side with 3 peers →

Anniemac Home Mortgage Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Sound Health 401(k) Plan in MO ($30M); by covered participants it is Dominium 401(k) Retirement Savings Plan in MN (1,023 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,023 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 Anniemac Home Mortgage Plan assets move in 2022? ▼
Anniemac Home Mortgage Plan edged up modestly - up 4.5% during 2022, from $28M to $30M. Reported net income was $1M.
How have Anniemac Home Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anniemac Home Mortgage, LLC's sponsor-wide assets grew 20.6%, from $30M to $36M.
Where does Anniemac Home Mortgage Plan rank by assets among Form 5500 filers? ▼
Anniemac Home Mortgage Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Anniemac Home Mortgage Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sound Health 401(k) Plan in MO ($30M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Anniemac Home Mortgage Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dominium 401(k) Retirement Savings Plan in MN (1,023 participants, $47M 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 272389039.

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.