401(k) · DOL Form 5500 · 2023

City First Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
39th
Percentile by assets National rank
$523,264
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: City First Mortgage Corp 401(k) Profit Sharing Plan · Sponsored by City First Mortgage Corporation · Florida · Real Estate

$4M in assets, 7 participants

City First Mortgage Corporation's City First Mortgage Corp 401(k) Profit Sharing Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,772 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, City First Mortgage Corp 401(k) Profit Sharing Plan ranks #2,772 of 4,727 2023 filers by assets (709% of the sector average)-$4M for 7 participants.

#2,772
in Real Estate (4,727 peers)
+13.5%
assets growth YoY

City First Mortgage Corp 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

City First Mortgage Corp 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,662,845 39th percentile higher than 39% 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

City First Mortgage Corp 401(k) Profit Sharing 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. City First Mortgage Corp 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • City First Mortgage Corp 401(k) Profit Sharing Plan reported net income fell from $656K in the plan year 2022 filing to $437K in the plan year 2023 filing.
  • City First Mortgage Corp 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 640761227 · City First Mortgage Corporation PY 2023 · 401(k)

City First Mortgage Corp 401(k) Profit Sharing Plan · $4M · 7 · 39th

  • PCT $4M
  • PCT 7
  • PCT 39th
  • PCT 401(k)
  • PCT near Crystal 401(k) Plan
  • PCT ind #2772

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 Florida →

City First Mortgage Corp 401(k) Profit Sharing Plan in the asset neighbourhood

City First Mortgage Corp 401(k) Profit Sharing PlanCity First Mortgage Corp 401…$4MCrystal 401(k) Plan$4MMeshke Paddock & Budzinski 401(k) PlanMeshke Paddock & Budzinski 4…$4MKenly Ford, Inc. 401(k) Plan$4MWintriss Engineering Corporation 401(k) PlanWintriss Engineering Corpora…$4M
End-of-year total assets ($M) among City First Mortgage Corp 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$437K
Employer EIN640761227
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (City First Mortgage Corporation)

Sponsor-wide plan assets over time

All City First Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 28.683545174821536% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.23M $4.15M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 7 $4M
2024 1 7 $4M

Nearby 401(k) Plans in Florida

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

City First Mortgage Corp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants City First Mortgage Corp 401(k) Profit Sharing Plan, Total assets ($B): 0.003662845 · Participants: 7City First Mortgage Corp 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
City First Mortgage Corp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare City First Mortgage Corp 401(k) Profit Sharing Plan side-by-side with 3 peers →

City First Mortgage Corp 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Crystal 401(k) Plan in DE ($4M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 City First Mortgage Corp 401(k) Profit Sharing Plan assets move in 2023? ▼
City First Mortgage Corp 401(k) Profit Sharing Plan grew at a solid clip - up 13.5% during 2023, from $3M to $4M. Reported net income was $437K.
How have City First Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), City First Mortgage Corporation's sponsor-wide assets grew 28.7%, from $3M to $4M.
Which 401(k) plans are similar in size to City First Mortgage Corp 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crystal 401(k) Plan in DE ($4M, 227 participants).
Which 401(k) plans cover a similar participant headcount to City First Mortgage Corp 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 640761227.

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.