401(k) · DOL Form 5500 · 2022

Total Mortgage Services, L.L.C 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
441
Participants Below avg headcount
66th
Percentile by assets National rank
$23,457
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Total Mortgage Services, LLC 401(k) Profit Sharing Plan · Sponsored by Total Mortgage Services, L.L.C · Connecticut · Finance & Insurance

$10M in assets, 441 participants

Total Mortgage Services, L.L.C's Total Mortgage Services, LLC 401(k) Profit Sharing Plan reported $10M in total assets and 441 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,548 in Finance & Insurance (9,261 peers)

Total Mortgage Services, L.L.C multi-year trail

Total Mortgage Services, L.L.C's plans moved +54.9% in assets from 2022 to 2024; this filing shows Total Mortgage Services, LLC 401(k) Profit Sharing Plan at $10M / 441 participants.

#4,548
in Finance & Insurance (9,261 peers)
-7.7%
assets change YoY

The plan reported a net loss of $868K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Mortgage Services, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Total Mortgage Services, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,344,625 Top 34% higher than 66% 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

Total Mortgage Services, LLC 401(k) Profit Sharing 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. Total Mortgage Services, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (441 participants).

EBSA filing schedule strip

Filing strip 061484285 · Total Mortgage Services, L.L.C PY 2022 · 401(k)

Total Mortgage Services, LLC 401(k) Profit Sharing Plan · $10M · 441 · 66th

  • SCH $10M
  • EBSA 441
  • PART 66th
  • TYPE 401(k)
  • NET near Bob Smith Bmw/Mini 401(k) Plan
  • BOOK ind #4548

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 →

Total Mortgage Services, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Total Mortgage Services, LLC 401(k) Profit Sharing PlanTotal Mortgage Services, LLC…$10MBob Smith Bmw/Mini 401(k) PlanBob Smith Bmw/Mini 401(k) Pl…$10MApwu - Hp Bargaining Unit Defined Contribution PlanApwu - Hp Bargaining Unit De…$10MAcme-Rodco Employees' 401(k) Profit Sharing PlanAcme-Rodco Employees' 401(k)…$10MThe Box Maker, Inc. 401(k) Retirement PlanThe Box Maker, Inc. 401(k) R…$10M
End-of-year total assets ($M) among Total Mortgage Services, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Total Mortgage Services, L.L.C multi-year asset trail

Sponsor-wide plan assets over time

All Total Mortgage Services, L.L.C plans reported in each filing year

Latest sponsor-wide plan assets
$16M 54.88751888057808% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $16M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 441 $10M
2023 1 375 $13M
2024 1 395 $16M

Total Mortgage Services, L.L.C filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$868K
Employer EIN061484285
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Total Mortgage Services, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Total Mortgage Services, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.010344625 · Participants: 441Total Mortgage Services, LLC 401(k) Profit Sharing PlanUnited 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
Total Mortgage Services, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Total Mortgage Services, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Total Mortgage Services, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Bob Smith Bmw/Mini 401(k) Plan in CA ($10M); by covered participants it is Certified Laboratories LLC 401(k) Profit Sharing Plan in NY (441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (441 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 Total Mortgage Services, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Total Mortgage Services, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 7.7% during 2022, from $11M to $10M. Reported net income was -$868K.
How have Total Mortgage Services, L.L.C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Total Mortgage Services, L.L.C's sponsor-wide assets grew 54.9%, from $10M to $16M.
Which 401(k) plans are similar in size to Total Mortgage Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bob Smith Bmw/Mini 401(k) Plan in CA ($10M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Total Mortgage Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Certified Laboratories LLC 401(k) Profit Sharing Plan in NY (441 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 061484285.

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.