401(k) · DOL Form 5500 · 2023

Wall Street Mortgage Bankers 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
39
Participants Small participant base
44th
Percentile by assets National rank
$127,270
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Power Express 401(k) Retirement Plan · Sponsored by Wall Street Mortgage Bankers · New York · Finance & Insurance

$5M in assets, 39 participants

Wall Street Mortgage Bankers's Power Express 401(k) Retirement Plan reported $5M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,774 in Finance & Insurance (8,869 peers)

Wall Street Mortgage Bankers multi-year trail

Wall Street Mortgage Bankers's plans moved +65.1% in assets from 2022 to 2024; this filing shows Power Express 401(k) Retirement Plan at $5M / 39 participants.

#2,774
in Finance & Insurance (8,869 peers)
+21.4%
assets growth YoY

Power Express 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Power Express 401(k) Retirement Plan vs every filed plan by assets

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

$4,963,539 44th percentile higher than 44% 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

Power Express 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Power Express 401(k) Retirement Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Power Express 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $874K in the plan year 2023 filing.
  • Power Express 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Power Express 401(k) Retirement Plan reported participants fell from 42 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 113019327 · Wall Street Mortgage Bankers PY 2023 · 401(k)

Power Express 401(k) Retirement Plan · $5M · 39 · 44th

  • VS-ST $5M
  • VS-ST 39
  • VS-ST 44th
  • VS-ST 401(k)
  • VS-ST near 4d Security Solutions, Inc. Incentive Savings Trust
  • VS-ST ind #2774

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 York →

Power Express 401(k) Retirement Plan in the asset neighbourhood

Power Express 401(k) Retirement PlanPower Express 401(k) Retirem…$5M4d Security Solutions, Inc. Incentive Savings Trust4d Security Solutions, Inc. …$5MKirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and TrustKirkpatrick Management Compa…$5MRowan, Incorporated 401(k) Ps PlanRowan, Incorporated 401(k) P…$5MJack Schroeder and Associates, LLC 401 (K) PlanJack Schroeder and Associate…$5M
End-of-year total assets ($M) among Power Express 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wall Street Mortgage Bankers multi-year asset trail

Sponsor-wide plan assets over time

All Wall Street Mortgage Bankers plans reported in each filing year

Latest sponsor-wide plan assets
$7M 65.05923905535377% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.09M $6.75M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 42 $4M
2023 1 39 $5M
2024 1 39 $7M

Wall Street Mortgage Bankers filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$874K
Employer EIN113019327
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Power Express 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Power Express 401(k) Retirement Plan, Total assets ($B): 0.004963539 · Participants: 39Power Express 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Power Express 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Power Express 401(k) Retirement Plan side-by-side with 3 peers →

Power Express 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 4d Security Solutions, Inc. Incentive Savings Trust in NJ ($5M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Power Express 401(k) Retirement Plan assets move in 2023? ▼
Power Express 401(k) Retirement Plan grew sharply - up 21.4% during 2023, from $4M to $5M. Reported net income was $874K.
How have Wall Street Mortgage Bankers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wall Street Mortgage Bankers's sponsor-wide assets grew 65.1%, from $4M to $7M.
Which 401(k) plans are similar in size to Power Express 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 4d Security Solutions, Inc. Incentive Savings Trust in NJ ($5M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Power Express 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (39 participants, $4M 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 113019327.

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.