401(k) · DOL Form 5500 · 2023

American Internet Mortgage, Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 41
Participants Small participant base: 54th
Percentile by assets National rank: $197,172
Avg per participant Above avg balance/head

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Official DOL plan name: Aim 401(k) Smart Plan · Sponsored by American Internet Mortgage, Inc · California · Finance & Insurance

$8M in assets, 41 participants

American Internet Mortgage, Inc's Aim 401(k) Smart Plan reported $8M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

#3,465 in Finance & Insurance (8,869 peers)

American Internet Mortgage, Inc multi-year trail

American Internet Mortgage, Inc's plans moved +37.5% in assets from 2022 to 2024; this filing shows Aim 401(k) Smart Plan at $8M / 41 participants.

#3,465
in Finance & Insurance (8,869 peers): +20.6%
assets growth YoY

Aim 401(k) Smart Plan's mid-pack asset rank among Finance & Insurance and all filers

Aim 401(k) Smart Plan vs every filed plan by assets

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

$8,084,070 Top 46% higher than 54% 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

Aim 401(k) Smart 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. Aim 401(k) Smart Plan is a small filing (41 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Aim 401(k) Smart Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Aim 401(k) Smart Plan reported participants fell from 125 in the plan year 2022 filing to 41 in the plan year 2023 filing.
Aim 401(k) Smart Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 522091594 · American Internet Mortgage, Inc PY 2023 · 401(k)

Aim 401(k) Smart Plan · $8M · 41 · 54th

BOY $8M
BOY 41
BOY 54th
BOY 401(k)
BOY near S.L.S. Holding Company Inc. Retirement Plan
BOY ind #3465

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 →

End-of-year total assets ($M) among Aim 401(k) Smart Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

American Internet Mortgage, Inc multi-year asset trail

Latest sponsor-wide plan assets: $9M 37.533912672490885% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	125	$7M
2023	1	41	$8M
2024	1	48	$9M

American Internet Mortgage, Inc filing trail (2023)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	522091594
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Aim 401(k) Smart Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Aim 401(k) Smart Plan side-by-side with 3 peers →

Aim 401(k) Smart Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is S.L.S. Holding Company Inc. Retirement Plan in AL ($8M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

S.L.S. Holding Company Inc. Retirement Plan (AL) $8M · 92
Tura 401(k) Plan (PA) $8M · 87
Call Federal Credit Union 401(k) Profit Sharing Plan (VA) $8M · 106
East Manufacturing Corporation 401(k) Plan (OH) $8M · 459

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

Houston Vehicle Leasing 401(k) Plan (TX) 41 · 0 off
Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan (MN) 41 · 0 off
Tennessee Women's Care 401(k) Profit Sharing Plan (TN) 41 · 0 off
Hvac Services, Inc. Employee Stock Ownership 401(k) Plan (ME) 41 · 0 off

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 Aim 401(k) Smart Plan assets move in 2023? ▼

Aim 401(k) Smart Plan grew sharply - up 20.6% during 2023, from $7M to $8M. Reported net income was $1M.

How have American Internet Mortgage, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), American Internet Mortgage, Inc's sponsor-wide assets grew 37.5%, from $7M to $9M.

Which 401(k) plans are similar in size to Aim 401(k) Smart Plan? ▼

Among 401(k) plans in other states, the closest by assets is S.L.S. Holding Company Inc. Retirement Plan in AL ($8M, 92 participants).

Which 401(k) plans cover a similar participant headcount to Aim 401(k) Smart Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 participants, N/A 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 522091594.