401(k) · DOL Form 5500 · 2023
Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $21,160
- Avg per participant Low balance/head
Official DOL plan name: Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan · Sponsored by Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company · Illinois · Finance & Insurance
$3M in assets, 140 participants
Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company's Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan reported $3M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #2,184 in Finance & Insurance (8,869 peers)
Coverage in Illinois
Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan covers 140 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $3M.
- #2,184
- in Finance & Insurance (8,869 peers)
- -5.5%
- assets change YoY
The plan reported a net loss of $174K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,962,467 36th percentile higher than 36% 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
Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 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. Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan reported participants fell from 622 in the plan year 2022 filing to 140 in the plan year 2023 filing.
- Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan reported net income rose from -$555K in the plan year 2022 filing to -$174K in the plan year 2023 filing.
- Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 364485107 · Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company PY 2023 · 401(k)
Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan · $3M · 140 · 36th
- BOOK $3M
- BOOK 140
- BOOK 36th
- BOOK 401(k)
- BOOK near Socially Responsible Pooled Employer Plan
- BOOK ind #2184
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 →
Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$174K |
| Employer EIN | 364485107 |
| Plan Effective Date | 2020-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company)
Sponsor-wide plan assets over time
All Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 23.5506027657304% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 622 | $3M |
| 2023 | 1 | 140 | $3M |
| 2024 | 1 | 50 | $2M |
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
Chicago Mortgage Solutions LLC D/B/a Interfirst Mortgage Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Socially Responsible Pooled Employer Plan in PA ($3M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Socially Responsible Pooled Employer Plan (PA) $3M · N/A
- Ips Group, Inc. 401(k) Plan (CA) $3M · 196
- Dick's Auto Group 401(k) Plan (OR) $3M · 184
- Azzurro Hd, LLC (NY) $3M · 9
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Pds 401(k) Plan for Corporate Staff Employees (TX) 140 · 0 off
- Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan (HI) 140 · 0 off
- Oklahoma's Credit Union 401(k) Plan and Trust (OK) 140 · 0 off
- Smiley Lifting Solutions, LLC (AZ) 140 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.