401(k) · DOL Form 5500 · 2023

Drew Mortgage Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
38th
Percentile by assets National rank
$143,813
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Drew Mortgage Associates, Inc. 401(k) Plan · Sponsored by Drew Mortgage Associates, Inc. · Massachusetts · Finance & Insurance

$3M in assets, 24 participants

Drew Mortgage Associates, Inc.'s Drew Mortgage Associates, Inc. 401(k) Plan reported $3M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,335 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Drew Mortgage Associates, Inc. 401(k) Plan holds $3M for 24 participants - about $143,813 per participant, in the lower half of filed plans by assets.

#2,335
in Finance & Insurance (8,869 peers)
+7.9%
assets growth YoY

Drew Mortgage Associates, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Drew Mortgage Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$3,451,513 38th percentile higher than 38% 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

Drew Mortgage Associates, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Drew Mortgage Associates, Inc. 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Drew Mortgage Associates, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $253K in the plan year 2023 filing.
  • Drew Mortgage Associates, Inc. 401(k) Plan reported participants fell from 28 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Drew Mortgage Associates, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043128200 · Drew Mortgage Associates, Inc. PY 2023 · 401(k)

Drew Mortgage Associates, Inc. 401(k) Plan · $3M · 24 · 38th

  • EOY $3M
  • EOY 24
  • EOY 38th
  • EOY 401(k)
  • EOY near Thundercloud Subs, Inc. 401(k) Plan
  • EOY ind #2335

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 Massachusetts →

Drew Mortgage Associates, Inc. 401(k) Plan in the asset neighbourhood

Drew Mortgage Associates, Inc. 401(k) PlanDrew Mortgage Associates, In…$3MThundercloud Subs, Inc. 401(k) PlanThundercloud Subs, Inc. 401(…$3MV Shred 401(k) Plan$3MFerguson, Redelsperger & Bradley P.C. Employee's Salary Reduction PlanFerguson, Redelsperger & Bra…$3MChapman & Prime 401(k) Profit Sharing PlanChapman & Prime 401(k) Profi…$3M
End-of-year total assets ($M) among Drew Mortgage Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$253K
Employer EIN043128200
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Drew Mortgage Associates, Inc.)

Sponsor-wide plan assets over time

All Drew Mortgage Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.7118378645217343% vs 2022
2024 filing year
$3.1M$3.2M$3.3M$3.4M$3.5M 202220232024 $3.2M $3.14M ▼ -1.9%
Year Plans Participants Total Assets
2022 1 28 $3M
2023 1 24 $3M
2024 1 21 $3M

Nearby 401(k) Plans in Massachusetts

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

Drew Mortgage Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Drew Mortgage Associates, Inc. 401(k) Plan, Total assets ($B): 0.003451513 · Participants: 24Drew Mortgage Associates, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Drew Mortgage Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Drew Mortgage Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Drew Mortgage Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Thundercloud Subs, Inc. 401(k) Plan in TX ($3M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Drew Mortgage Associates, Inc. 401(k) Plan assets move in 2023? ▼
Drew Mortgage Associates, Inc. 401(k) Plan grew at a solid clip - up 7.9% during 2023, from $3M to $3M. Reported net income was $253K.
How have Drew Mortgage Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drew Mortgage Associates, Inc.'s sponsor-wide assets declined 1.7%, from $3M to $3M.
Which 401(k) plans are similar in size to Drew Mortgage Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thundercloud Subs, Inc. 401(k) Plan in TX ($3M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Drew Mortgage Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 043128200.

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.