401(k) · DOL Form 5500 · 2023
American Portfolio Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $29,576
- Avg per participant Low balance/head
Official DOL plan name: American Portfolio Mortgage Corporation 401(k) Plan · Sponsored by American Portfolio Mortgage Corporation · Illinois · Professional & Technical Services
$4M in assets, 140 participants
American Portfolio Mortgage Corporation's American Portfolio Mortgage Corporation 401(k) Plan reported $4M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,794 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
American Portfolio Mortgage Corporation 401(k) Plan covers 140 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $4M.
- #7,794
- in Professional & Technical Services (20,321 peers)
- +14.4%
- assets growth YoY
American Portfolio Mortgage Corporation 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
American Portfolio Mortgage Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,140,654 41st percentile higher than 41% 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
American Portfolio Mortgage Corporation 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. American Portfolio Mortgage Corporation 401(k) Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Portfolio Mortgage Corporation 401(k) Plan reported net income rose from $58K in the plan year 2022 filing to $522K in the plan year 2023 filing.
- American Portfolio Mortgage Corporation 401(k) Plan reported participants rose from 110 in the plan year 2022 filing to 140 in the plan year 2023 filing.
- American Portfolio Mortgage Corporation 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 364078960 · American Portfolio Mortgage Corporation PY 2023 · 401(k)
American Portfolio Mortgage Corporation 401(k) Plan · $4M · 140 · 41st
- BOY $4M
- SCH 140
- EBSA 41st
- PART 401(k)
- TYPE near Acutis Diagnostics, Inc. 401(k) Plan
- NET ind #7794
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 Professional & Technical Services retirement plans → · Plans in Illinois →
American Portfolio Mortgage Corporation 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $522K |
| Employer EIN | 364078960 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Portfolio Mortgage Corporation)
Sponsor-wide plan assets over time
All American Portfolio Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 167.46292316671975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $4M |
| 2023 | 2 | 296 | $4M |
| 2024 | 1 | 245 | $10M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
American Portfolio Mortgage Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Acutis Diagnostics, Inc. 401(k) Plan in NY ($4M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Acutis Diagnostics, Inc. 401(k) Plan (NY) $4M · 129
- Automotive Transport Union Plan (KY) $4M · 172
- The Sargents Group 401(k) Plan (PA) $4M · 266
- Salon Services Pro Inc 401(k) Plan (WA) $4M · 170
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Pds 401(k) Plan for Corporate Staff Employees (TX) 140 · 0 off
- Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan (HI) 140 · 0 off
- Oklahoma's Credit Union 401(k) Plan and Trust (OK) 140 · 0 off
- Smiley Lifting Solutions, LLC (AZ) 140 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.