401(k) · DOL Form 5500 · 2022

Panorama Mortgage Group, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
456
Participants Below avg headcount
64th
Percentile by assets National rank
$21,380
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Panorama Mortgage Group, LLC 401(k) Plan · Sponsored by Panorama Mortgage Group, LLC · Nevada · Finance & Insurance

$10M in assets, 456 participants

Panorama Mortgage Group, LLC's Panorama Mortgage Group, LLC 401(k) Plan reported $10M in total assets and 456 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,429 in Finance & Insurance (9,261 peers)

Panorama Mortgage Group, LLC multi-year trail

Panorama Mortgage Group, LLC's plans moved -10.9% in assets from 2022 to 2024; this filing shows Panorama Mortgage Group, LLC 401(k) Plan at $10M / 456 participants.

#4,429
in Finance & Insurance (9,261 peers)
-14.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Panorama Mortgage Group, LLC 401(k) Plan vs every filed plan by assets

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

$9,749,480 Top 36% higher than 64% 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

Panorama Mortgage Group, 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. Panorama Mortgage Group, LLC 401(k) Plan sits mid-pack in the medium band (456 participants).

Form 5500 schedule snapshot

Filing strip 208083209 · Panorama Mortgage Group, LLC PY 2022 · 401(k)

Panorama Mortgage Group, LLC 401(k) Plan · $10M · 456 · 64th

  • SCH $10M
  • SCH 456
  • SCH 64th
  • SCH 401(k)
  • SCH near Pioneer Valley Urology, PC 401(k) Plan and Trust
  • SCH ind #4429

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 Nevada →

Panorama Mortgage Group, LLC 401(k) Plan in the asset neighbourhood

Panorama Mortgage Group, LLC 401(k) PlanPanorama Mortgage Group, LLC…$10MPioneer Valley Urology, PC 401(k) Plan and TrustPioneer Valley Urology, PC 4…$10MChannellock, Inc. 401(k) Plan for Bargaining Unit EmployeesChannellock, Inc. 401(k) Pla…$10MMdadvantage Insurance Company of New Jersey Retirement Savings 401(k) PlanMdadvantage Insurance Compan…$10MAllen & Shariff Corporation Profit Sharing PlanAllen & Shariff Corporation …$10M
End-of-year total assets ($M) among Panorama Mortgage Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Panorama Mortgage Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Panorama Mortgage Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.930675277040416% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M 202220232024 $9.75M $8.68M ▼ -11.0%
Year Plans Participants Total Assets
2022 1 456 $10M
2023 1 354 $9M
2024 1 227 $9M

Panorama Mortgage Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN208083209
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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

Panorama Mortgage Group, LLC 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.52 Total assets ($B) Participants Panorama Mortgage Group, LLC 401(k) Plan, Total assets ($B): 0.00974948 · Participants: 456Panorama Mortgage Group, LLC 401(k) PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 1.74979961 · Participants: 29398The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.681748272 · Participants: 41227Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.028962022 · Participants: 6733Barrick Retirement PlanSierra Nevada Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.879465087 · Participants: 4612Sierra Nevada Corporation 401(k) Profit Sharing PlanNv Energy 401(k) Plan, Total assets ($B): 0.876777296 · Participants: 2308Nv Energy 401(k) Plan
Panorama Mortgage Group, LLC 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Panorama Mortgage Group, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Nevada, the nearest 401(k) by assets is Pioneer Valley Urology, PC 401(k) Plan and Trust in MA ($10M); by covered participants it is Community Surgical Supply Inc. 401(k) Profit Sharing Plan and Trust in NJ (456 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (456 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 Panorama Mortgage Group, LLC 401(k) Plan assets move in 2022? ▼
Panorama Mortgage Group, LLC 401(k) Plan pulled back noticeably - down 14.7% during 2022, from $11M to $10M. Reported net income was -$2M.
How have Panorama Mortgage Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Panorama Mortgage Group, LLC's sponsor-wide assets declined 10.9%, from $10M to $9M.
Which 401(k) plans are similar in size to Panorama Mortgage Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pioneer Valley Urology, PC 401(k) Plan and Trust in MA ($10M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Panorama Mortgage Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Surgical Supply Inc. 401(k) Profit Sharing Plan and Trust in NJ (456 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 208083209.

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.