401(k) · DOL Form 5500 · 2023
Compass Mortgage, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 166
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $92,015
- Avg per participant Below avg balance/head
Official DOL plan name: Compass Mortgage, Inc. 401(k) Plan · Sponsored by Compass Mortgage, Inc. · Illinois · Finance & Insurance
$15M in assets, 166 participants
Compass Mortgage, Inc.'s Compass Mortgage, Inc. 401(k) Plan reported $15M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #4,679 in Finance & Insurance (8,869 peers)
Coverage in Illinois
Compass Mortgage, Inc. 401(k) Plan covers 166 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $15M.
- #4,679
- in Finance & Insurance (8,869 peers)
- +5.1%
- assets growth YoY
Compass Mortgage, Inc. 401(k) Plan's outsized position by total assets
Compass Mortgage, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,274,431 Top 32% higher than 68% 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
Compass Mortgage, Inc. 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. Compass Mortgage, Inc. 401(k) Plan sits mid-pack in the medium band (166 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Compass Mortgage, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $746K in the plan year 2023 filing.
- Compass Mortgage, Inc. 401(k) Plan reported participants fell from 334 in the plan year 2022 filing to 166 in the plan year 2023 filing.
- Compass Mortgage, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 364322204 · Compass Mortgage, Inc. PY 2023 · 401(k)
Compass Mortgage, Inc. 401(k) Plan · $15M · 166 · 68th
- VS-ST $15M
- VS-ST 166
- VS-ST 68th
- VS-ST 401(k)
- VS-ST near Micro Stamping Corporation Pension Plan
- VS-ST ind #4679
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 Illinois →
Compass Mortgage, Inc. 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $746K |
| Employer EIN | 364322204 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Mortgage, Inc.)
Sponsor-wide plan assets over time
All Compass Mortgage, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 15.059654281524432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 334 | $15M |
| 2023 | 1 | 166 | $15M |
| 2024 | 1 | 137 | $17M |
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
Compass Mortgage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Micro Stamping Corporation Pension Plan in NJ ($15M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Micro Stamping Corporation Pension Plan (NJ) $15M · 290
- The Connor Group 401(k) Profit Sharing Plan (OH) $15M · 372
- Lintech Global Inc. 401(k) Profit Sharing Plan (MI) $15M · 404
- Hisense Photonics, Inc. 401(k) Plan (NJ) $15M · 120
Similar participant headcount
Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.
- California Retina Associates 401(k) Plan (CA) 166 · 0 off
- Air Conditioning Innovative Solutions 401(k) Plan (TX) 166 · 0 off
- The Amadas Group, Inc. Savings Plan (VA) 166 · 0 off
- Herrera School Buses and Coaches, Inc. Retirement Plan (NM) 166 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.