401(k) · DOL Form 5500 · 2023
Eustis Commercial Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $553,387
- Avg per participant High balance/head
Official DOL plan name: Eustis Commercial Mortgage 401(k) Plan · Sponsored by Eustis Commercial Mortgage Corporation · Louisiana · Finance & Insurance
$2M in assets, 3 participants
Eustis Commercial Mortgage Corporation's Eustis Commercial Mortgage 401(k) Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #1,692 in Finance & Insurance (8,869 peers)
Eustis Commercial Mortgage Corporation multi-year trail
Eustis Commercial Mortgage Corporation's plans moved -86.8% in assets from 2022 to 2024; this filing shows Eustis Commercial Mortgage 401(k) Plan at $2M / 3 participants.
- #1,692
- in Finance & Insurance (8,869 peers)
- -8.4%
- assets change YoY
The plan reported a net loss of $152K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Eustis Commercial Mortgage 401(k) Plan among the smaller filed plans by assets
Eustis Commercial Mortgage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,660,161 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Eustis Commercial Mortgage 401(k) 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. Eustis Commercial Mortgage 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Eustis Commercial Mortgage 401(k) Plan reported net income rose from -$398K in the plan year 2022 filing to -$152K in the plan year 2023 filing.
- Eustis Commercial Mortgage 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 200524354 · Eustis Commercial Mortgage Corporation PY 2023 · 401(k)
Eustis Commercial Mortgage 401(k) Plan · $2M · 3 · 28th
- PART $2M
- PART 3
- PART 28th
- PART 401(k)
- PART near Awj 401(k) Plan
- PART ind #1692
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 Louisiana →
Eustis Commercial Mortgage 401(k) Plan in the asset neighbourhood
Eustis Commercial Mortgage Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Eustis Commercial Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $238K 86.84452398580173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 2 | 6 | $238K |
Eustis Commercial Mortgage Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$152K |
| Employer EIN | 200524354 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Eustis Commercial Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Awj 401(k) Plan in TX ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.