401(k) · DOL Form 5500 · 2023

Go Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
355
Participants Below avg headcount
52nd
Percentile by assets National rank
$20,894
Avg per participant Low balance/head
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Official DOL plan name: Go Mortgage, LLC 401(k) Profit Sharing Plan · Sponsored by Go Mortgage, LLC · Wisconsin · Finance & Insurance

$7M in assets, 355 participants

Go Mortgage, LLC's Go Mortgage, LLC 401(k) Profit Sharing Plan reported $7M in total assets and 355 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,323 in Finance & Insurance (8,869 peers)

Go Mortgage, LLC multi-year trail

Go Mortgage, LLC's plans moved -17.6% in assets from 2022 to 2024; this filing shows Go Mortgage, LLC 401(k) Profit Sharing Plan at $7M / 355 participants.

#3,323
in Finance & Insurance (8,869 peers)
-17.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Go Mortgage, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Go Mortgage, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,417,339 Top 48% higher than 52% 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

Go Mortgage, LLC 401(k) Profit Sharing 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. Go Mortgage, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (355 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Go Mortgage, LLC 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Go Mortgage, LLC 401(k) Profit Sharing Plan reported participants rose from 248 in the plan year 2022 filing to 355 in the plan year 2023 filing.
  • Go Mortgage, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $9M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391813773 · Go Mortgage, LLC PY 2023 · 401(k)

Go Mortgage, LLC 401(k) Profit Sharing Plan · $7M · 355 · 52nd

  • TYPE $7M
  • TYPE 355
  • TYPE 52nd
  • TYPE 401(k)
  • TYPE near Subzero Constructors, Inc. Employee Savings Plan
  • TYPE ind #3323

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 Wisconsin →

Go Mortgage, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Go Mortgage, LLC 401(k) Profit Sharing PlanGo Mortgage, LLC 401(k) Prof…$7MSubzero Constructors, Inc. Employee Savings PlanSubzero Constructors, Inc. E…$7MGuttenberg Industries, Inc. 401(k) Profit Sharing PlanGuttenberg Industries, Inc. …$7MAmerican Shizuki Corporation Retirement Savings PlanAmerican Shizuki Corporation…$7MRmc/Cargo Largo 401(k) Plan$7M
End-of-year total assets ($M) among Go Mortgage, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Go Mortgage, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Go Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 17.622517523753533% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M$9.5M 202220232024 $9.01M $7.42M ▼ -17.6%
Year Plans Participants Total Assets
2022 1 248 $9M
2023 1 355 $7M
2024 1 188 $7M

Go Mortgage, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN391813773
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Go Mortgage, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Go Mortgage, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.007417339 · Participants: 355Go Mortgage, LLC 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Go Mortgage, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Go Mortgage, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Go Mortgage, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Subzero Constructors, Inc. Employee Savings Plan in CA ($7M); by covered participants it is Onin Group 401(k) Plan in AL (355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (355 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 Go Mortgage, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Go Mortgage, LLC 401(k) Profit Sharing Plan declined sharply - down 17.7% during 2023, from $9M to $7M. Reported net income was -$2M.
How have Go Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Go Mortgage, LLC's sponsor-wide assets declined 17.6%, from $9M to $7M.
Which 401(k) plans are similar in size to Go Mortgage, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Subzero Constructors, Inc. Employee Savings Plan in CA ($7M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Go Mortgage, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (355 participants, $4M 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 391813773.

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.