401(k) · DOL Form 5500 · 2023

Academy Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$161M
Total assets Near avg plan size
1,593
Participants Near avg headcount
94th
Percentile by assets National rank
$101,092
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Academy Mortgage Corporation Profit Sharing 401(k) Plan · Sponsored by Academy Mortgage Corporation · Utah · Finance & Insurance

$161M in assets, 1,593 participants

Academy Mortgage Corporation's Academy Mortgage Corporation Profit Sharing 401(k) Plan reported $161M in total assets and 1,593 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,017 in Finance & Insurance (8,869 peers)

Coverage in Utah

Academy Mortgage Corporation Profit Sharing 401(k) Plan covers 1,593 participants in Utah, 2.7x the typical Utah plan (state average ~592 per filing). Assets: $161M.

#8,017
in Finance & Insurance (8,869 peers)
+4.0%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Academy Mortgage Corporation Profit Sharing 401(k) Plan's outsized position by total assets

Academy Mortgage Corporation Profit Sharing 401(k) Plan vs every filed plan by assets

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

$161,039,088 Top 6% higher than 94% 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

Academy Mortgage Corporation Profit Sharing 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Academy Mortgage Corporation Profit Sharing 401(k) Plan lands in the large band (1,593 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Academy Mortgage Corporation Profit Sharing 401(k) Plan reported net income rose from -$32M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Academy Mortgage Corporation Profit Sharing 401(k) Plan reported participants fell from 2,136 in the plan year 2022 filing to 1,593 in the plan year 2023 filing.
  • Academy Mortgage Corporation Profit Sharing 401(k) Plan end-of-year assets rose from $155M in the plan year 2022 filing to $161M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870456373 · Academy Mortgage Corporation PY 2023 · 401(k)

Academy Mortgage Corporation Profit Sharing 401(k) Plan · $161M · 1,593 · 94th

  • RANK $161M
  • RANK 1,593
  • RANK 94th
  • RANK 401(k)
  • RANK near Rhode Island Medical Imaging, Inc. Profit Sharing Plan
  • RANK ind #8017

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 Utah →

Academy Mortgage Corporation Profit Sharing 401(k) Plan in the asset neighbourhood

Nordic Consulting Partners, Inc. 401(k) PlanNordic Consulting Partners, …$161MRhode Island Medical Imaging, Inc. Profit Sharing PlanRhode Island Medical Imaging…$161MSwissport North America Holdings, Inc.Swissport North America Hold…$161MAcademy Mortgage Corporation Profit Sharing 401(k) PlanAcademy Mortgage Corporation…$161MLear Corporation Hourly Retirement Savings PlanLear Corporation Hourly Reti…$161M
End-of-year total assets ($M) among Academy Mortgage Corporation Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$161M
Net Income$6M
Employer EIN870456373
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Academy Mortgage Corporation)

Sponsor-wide plan assets over time

All Academy Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M$200M 202220232024 $155M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2,136 $155M
2023 1 1,593 $161M
2024 1 1,314 N/A

Nearby 401(k) Plans in Utah

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

Academy Mortgage Corporation Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Academy Mortgage Corporation Profit Sharing 401(k) Plan, Total assets ($B): 0.161039088 · Participants: 1593Academy Mortgage Corporation Profit Sharing 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Academy Mortgage Corporation Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Academy Mortgage Corporation Profit Sharing 401(k) Plan side-by-side with 3 peers →

Academy Mortgage Corporation Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Rhode Island Medical Imaging, Inc. Profit Sharing Plan in RI ($161M); by covered participants it is Exeter Finance LLC 401(k) Profit Sharing Plan in TX (1,593 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,593 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 Academy Mortgage Corporation Profit Sharing 401(k) Plan assets move in 2023? ▼
Academy Mortgage Corporation Profit Sharing 401(k) Plan edged up modestly - up 4.0% during 2023, from $155M to $161M. Reported net income was $6M.
Where does Academy Mortgage Corporation Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Academy Mortgage Corporation Profit Sharing 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Academy Mortgage Corporation Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rhode Island Medical Imaging, Inc. Profit Sharing Plan in RI ($161M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Academy Mortgage Corporation Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Exeter Finance LLC 401(k) Profit Sharing Plan in TX (1,593 participants, $66M 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 870456373.

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.