401(k) · DOL Form 5500 · 2023
Republic State Mortgage Co 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $59,975
- Avg per participant Low balance/head
Official DOL plan name: Republic State Mortgage 401(k) Profit Sharing Plan & Trust · Sponsored by Republic State Mortgage Co · Texas · Finance & Insurance
$9M in assets, 146 participants
Republic State Mortgage Co's Republic State Mortgage 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #3,592 in Finance & Insurance (8,869 peers)
Coverage in Texas
Republic State Mortgage 401(k) Profit Sharing Plan & Trust covers 146 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $9M.
- #3,592
- in Finance & Insurance (8,869 peers)
- +2.6%
- assets growth YoY
Republic State Mortgage 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Republic State Mortgage 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,756,300 Top 44% higher than 56% 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
Republic State Mortgage 401(k) Profit Sharing Plan & Trust 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. Republic State Mortgage 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Republic State Mortgage 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $223K in the plan year 2023 filing.
- Republic State Mortgage 401(k) Profit Sharing Plan & Trust reported participants fell from 235 in the plan year 2022 filing to 146 in the plan year 2023 filing.
- Republic State Mortgage 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 760454346 · Republic State Mortgage Co PY 2023 · 401(k)
Republic State Mortgage 401(k) Profit Sharing Plan & Trust · $9M · 146 · 56th
- BOOK $9M
- VS-ST 146
- BOY 56th
- SCH 401(k)
- EBSA near Upside Foods 401(k) Plan
- PART ind #3592
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 Texas →
Republic State Mortgage 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $223K |
| Employer EIN | 760454346 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Republic State Mortgage Co)
Sponsor-wide plan assets over time
All Republic State Mortgage Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 1.1693003405429914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 235 | $9M |
| 2023 | 1 | 146 | $9M |
| 2024 | 1 | 95 | $9M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Republic State Mortgage 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Upside Foods 401(k) Plan in CA ($9M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- All City Management Services, Inc. 401(k) Plan (CA) 146 · 0 off
- Jounce Therapeutics, Inc. 401(k) Plan (MA) 146 · 0 off
- Delta Automotive Services, Inc. 401(k) Profit Sharing Plan (NJ) 146 · 0 off
- Three Sons, Inc. 401(k) Plan (CA) 146 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.