Money Purchase · DOL Form 5500 · 2023

Zmax Mortgage Corp Money Purchase Plan

Data updated 2026-08-25

$354K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$88,444
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zmax Mortgage Corp Profit Sharing Plan · Sponsored by Zmax Mortgage Corp · California · Finance & Insurance

$354K in assets, 4 participants

Zmax Mortgage Corp's Zmax Mortgage Corp Profit Sharing Plan reported $354K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

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

Zmax Mortgage Corp multi-year trail

Zmax Mortgage Corp's plans moved +63.5% in assets from 2022 to 2024; this filing shows Zmax Mortgage Corp Profit Sharing Plan at $354K / 4 participants.

#771
in Finance & Insurance (8,869 peers)
+34.3%
assets growth YoY

Zmax Mortgage Corp Profit Sharing Plan among the smaller filed plans by assets

Zmax Mortgage Corp Profit Sharing Plan vs every filed plan by assets

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

$353,777 15th percentile higher than 15% 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

Zmax Mortgage Corp 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. Zmax Mortgage Corp Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zmax Mortgage Corp Profit Sharing Plan reported net income rose from -$30K in the plan year 2022 filing to $90K in the plan year 2023 filing.
  • Zmax Mortgage Corp Profit Sharing Plan end-of-year assets rose from $264K in the plan year 2022 filing to $354K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943241508 · Zmax Mortgage Corp PY 2023 · Money Purchase

Zmax Mortgage Corp Profit Sharing Plan · $354K · 4 · 15th

  • VS-ST $354K
  • BOY 4
  • SCH 15th
  • EBSA Money Purchase
  • PART near Buildex Corporation Retirement Plan
  • TYPE ind #771

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 California →

Zmax Mortgage Corp Profit Sharing Plan in the asset neighbourhood

Buildex Corporation Retirement PlanBuildex Corporation Retireme…$357KNetwork Control Services, Inc. 401(k) PlanNetwork Control Services, In…$357KZmax Mortgage Corp Profit Sharing PlanZmax Mortgage Corp Profit Sh…$354KRivera-Ponce Retirement Plan$349KHemisphers Money Purchase PlanHemisphers Money Purchase Pl…$347K
End-of-year total assets ($M) among Zmax Mortgage Corp Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Zmax Mortgage Corp multi-year asset trail

Sponsor-wide plan assets over time

All Zmax Mortgage Corp plans reported in each filing year

Latest sponsor-wide plan assets
$431K 63.49240081209798% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.26M $0.43M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 4 $264K
2023 1 4 $354K
2024 1 2 $431K

Zmax Mortgage Corp filing trail (2023)

Total Assets (Beginning of Year)$264K
Net Assets (End of Year)$354K
Net Income$90K
Employer EIN943241508
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Zmax Mortgage Corp Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Zmax Mortgage Corp Profit Sharing Plan, Total assets ($B): 0.000353777 · Participants: 4Zmax Mortgage Corp Profit Sharing PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Zmax Mortgage Corp Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Zmax Mortgage Corp Profit Sharing Plan side-by-side with 3 peers →

Zmax Mortgage Corp Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Buildex Corporation Retirement Plan in PR ($357K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($354K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Zmax Mortgage Corp Profit Sharing Plan assets move in 2023? ▼
Zmax Mortgage Corp Profit Sharing Plan surged - up 34.3% during 2023, from $264K to $354K. Reported net income was $90K.
How have Zmax Mortgage Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zmax Mortgage Corp's sponsor-wide assets grew 63.5%, from $264K to $431K.
Where does Zmax Mortgage Corp Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Zmax Mortgage Corp Profit Sharing Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Zmax Mortgage Corp Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Buildex Corporation Retirement Plan in PR ($357K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Zmax Mortgage Corp Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K 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 943241508.

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.