Profit Sharing · DOL Form 5500 · 2023

Diversified Mortgage Company Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Diversified Mortgage Co. Retirement Plan · Sponsored by Diversified Mortgage Company · California · Real Estate

$3M in assets, 2 participants

Diversified Mortgage Company's Diversified Mortgage Co. Retirement Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,592 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Diversified Mortgage Co. Retirement Plan ranks #2,592 of 4,727 2023 filers by assets (905% of the sector average)-$3M for 2 participants.

#2,592
in Real Estate (4,727 peers)
+8.3%
assets growth YoY

Diversified Mortgage Co. Retirement Plan's mid-pack asset rank among Real Estate and all filers

Diversified Mortgage Co. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,869,430 35th percentile higher than 35% of 127,068 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 2023

Diversified Mortgage Co. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diversified Mortgage Co. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Diversified Mortgage Co. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Diversified Mortgage Co. Retirement Plan reported net income rose from $210K in the plan year 2022 filing to $220K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061402161 · Diversified Mortgage Company PY 2023 · Profit Sharing

Diversified Mortgage Co. Retirement Plan · $3M · 2 · 35th

  • EBSA $3M
  • EBSA 2
  • EBSA 35th
  • EBSA Profit Sharing
  • EBSA near Barbara Rosen Keogh Plan Profit Sharing Plan
  • EBSA ind #2592

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 Real Estate retirement plans → · Plans in California →

Diversified Mortgage Co. Retirement Plan in the asset neighbourhood

Diversified Mortgage Co. Retirement PlanDiversified Mortgage Co. Ret…$3MBarbara Rosen Keogh Plan Profit Sharing PlanBarbara Rosen Keogh Plan Pro…$3MProfit-Sharing Plan of Business Research & Econometrics, Inc.Profit-Sharing Plan of Busin…$3MChattanooga Neurology & Headache Center Profit Sharing PlanChattanooga Neurology & Head…$3MMillis Package Store Corp Profit Sharing PlanMillis Package Store Corp Pr…$3M
End-of-year total assets ($M) among Diversified Mortgage Co. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$220K
Employer EIN061402161
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Diversified Mortgage Company)

Sponsor-wide plan assets over time

All Diversified Mortgage Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.20348276454345% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M 202220232024 $2.65M $3.1M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $3M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Diversified Mortgage Co. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Diversified Mortgage Co. Retirement Plan, Total assets ($B): 0.00286943 · Participants: 2Diversified Mortgage Co. Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Diversified Mortgage Co. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Diversified Mortgage Co. Retirement Plan side-by-side with 3 peers →

Diversified Mortgage Co. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Barbara Rosen Keogh Plan Profit Sharing Plan in NY ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Diversified Mortgage Co. Retirement Plan assets move in 2023? ▼
Diversified Mortgage Co. Retirement Plan grew at a solid clip - up 8.3% during 2023, from $3M to $3M. Reported net income was $220K.
How have Diversified Mortgage Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diversified Mortgage Company's sponsor-wide assets grew 17.2%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Diversified Mortgage Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Barbara Rosen Keogh Plan Profit Sharing Plan in NY ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Diversified Mortgage Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061402161.

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.