401(k) · DOL Form 5500 · 2023

Amcap Mortgage, Ltd. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets: 923
Participants Near avg headcount: 75th
Percentile by assets National rank: $25,492
Avg per participant Low balance/head

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Official DOL plan name: Amcap 401(k) Plan · Sponsored by Amcap Mortgage, Ltd. · Texas · Finance & Insurance

$24M in assets, 923 participants

Amcap Mortgage, Ltd.'s Amcap 401(k) Plan reported $24M in total assets and 923 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

#5,578 in Finance & Insurance (8,869 peers)

Where Amcap 401(k) Plan sits by assets

Amcap 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 923 participants (~$25,492/participant), up 18.7% in 2023.

#5,578
in Finance & Insurance (8,869 peers): +18.7%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

Amcap 401(k) Plan's outsized position by total assets

Amcap 401(k) Plan vs every filed plan by assets

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

$23,529,393 Top 25% higher than 75% 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

Amcap 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amcap 401(k) Plan sits mid-pack in the medium band (923 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Amcap 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Amcap 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
Amcap 401(k) Plan reported participants fell from 1,053 in the plan year 2022 filing to 923 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 320016270 · Amcap Mortgage, Ltd. PY 2023 · 401(k)

Amcap 401(k) Plan · $24M · 923 · 75th

RANK $24M
PHOTO 923
IND 75th
EOY 401(k)
5500 near US Healthconnect, Inc. 401(k) Plan
ASSETS ind #5578

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 Texas →

End-of-year total assets ($M) among Amcap 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$24M
Net Income	$4M
Employer EIN	320016270
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Amcap Mortgage, Ltd.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,053	$20M
2023	1	923	$24M
2024	1	490	N/A

Nearby 401(k) Plans in Texas

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

Amcap 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Amcap 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is US Healthconnect, Inc. 401(k) Plan in PA ($24M); by covered participants it is Rehabvisions 401(k) Plan in NE (923 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

US Healthconnect, Inc. 401(k) Plan (PA) $24M · 282
Machine Service, Inc. Profit Sharing Plan (WI) $24M · 156
Elkay Interior Systems International, Inc. 401(k) Plan (WI) $24M · 280
Heller Machine Tools, L.P. 401(k) Plan (MI) $24M · 82

Similar participant headcount

Nearest other-state filings by covered participants (923 participants); asset peers above are excluded.

Rehabvisions 401(k) Plan (NE) 923 · 0 off
Washington Gas Light Company Cap Appr Plan/Union (DC) 923 · 0 off
Ohana Growth Partners, LLC 401(k) Profit Sharing Plan (MD) 923 · 0 off
Sunopta Foods Inc. 401(k) Plan (MN) 923 · 0 off

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 Amcap 401(k) Plan assets move in 2023? ▼

Amcap 401(k) Plan grew sharply - up 18.7% during 2023, from $20M to $24M. Reported net income was $4M.

Where does Amcap 401(k) Plan rank by assets among Form 5500 filers? ▼

Amcap 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Amcap 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is US Healthconnect, Inc. 401(k) Plan in PA ($24M, 282 participants).

Which 401(k) plans cover a similar participant headcount to Amcap 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Rehabvisions 401(k) Plan in NE (923 participants, $41M 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 320016270.