401(k) · DOL Form 5500 · 2023

Cuso Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
41
Participants Small participant base
48th
Percentile by assets National rank
$145,896
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cuso Home Lending 401(k) Plan and Trust · Sponsored by Cuso Mortgage Corporation · Maine · Finance & Insurance

$6M in assets, 41 participants

Cuso Mortgage Corporation's Cuso Home Lending 401(k) Plan and Trust reported $6M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,036 in Finance & Insurance (8,869 peers)

2023 asset change

Cuso Home Lending 401(k) Plan and Trust grew at a solid clip 9.0% in 2023 ($5M → $6M) for 41 participants.

#3,036
in Finance & Insurance (8,869 peers)
+9.0%
assets growth YoY

Cuso Home Lending 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Cuso Home Lending 401(k) Plan and Trust vs every filed plan by assets

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

$5,981,738 48th percentile higher than 48% 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

Cuso Home Lending 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cuso Home Lending 401(k) Plan and Trust is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cuso Home Lending 401(k) Plan and Trust reported net income rose from -$988K in the plan year 2022 filing to $493K in the plan year 2023 filing.
  • Cuso Home Lending 401(k) Plan and Trust reported participants fell from 55 in the plan year 2022 filing to 41 in the plan year 2023 filing.
  • Cuso Home Lending 401(k) Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 010479491 · Cuso Mortgage Corporation PY 2023 · 401(k)

Cuso Home Lending 401(k) Plan and Trust · $6M · 41 · 48th

  • 5500 $6M
  • ASSETS 41
  • PCT 48th
  • EIN 401(k)
  • RANK near Ruprecht Company 401(k) Plan
  • PHOTO ind #3036

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 Maine →

Cuso Home Lending 401(k) Plan and Trust in the asset neighbourhood

Cuso Home Lending 401(k) Plan and TrustCuso Home Lending 401(k) Pla…$6MRuprecht Company 401(k) Plan$6MThe Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension PlanThe Everbrite, LLC Retiremen…$6MHalley Engineering Contractors, Inc. 401(k) PlanHalley Engineering Contracto…$6MBrightspark Early Learning Services 401(k) PlanBrightspark Early Learning S…$6M
End-of-year total assets ($M) among Cuso Home Lending 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cuso Mortgage Corporation years around the 2023 move

Sponsor-wide plan assets over time

All Cuso Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 1.2873480040831637% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M$6.2M 202220232024 $5.49M $5.56M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 55 $5M
2023 1 41 $6M
2024 1 31 $6M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$493K
Employer EIN010479491
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

Cuso Home Lending 401(k) Plan and Trust vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Cuso Home Lending 401(k) Plan and Trust, Total assets ($B): 0.005981738 · Participants: 41Cuso Home Lending 401(k) Plan and TrustTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Cuso Home Lending 401(k) Plan and Trust vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Cuso Home Lending 401(k) Plan and Trust side-by-side with 3 peers →

Cuso Home Lending 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Ruprecht Company 401(k) Plan in IL ($6M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Cuso Home Lending 401(k) Plan and Trust assets move in 2023? ▼
Cuso Home Lending 401(k) Plan and Trust grew at a solid clip - up 9.0% during 2023, from $5M to $6M. Reported net income was $493K.
How have Cuso Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cuso Mortgage Corporation's sponsor-wide assets grew 1.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Cuso Home Lending 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ruprecht Company 401(k) Plan in IL ($6M, 391 participants).
Which 401(k) plans cover a similar participant headcount to Cuso Home Lending 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 participants, N/A 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 010479491.

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.