401(k) · DOL Form 5500 · 2023
Academy Mortgage Corporation 401(k) Plan
Data updated 2026-08-11
- $161M
- Total assets
- 1,593
- Participants
- 94th
- Percentile by assets
- $101,092
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $161M
- total plan assets (2023 EOY)
- 1,593
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $101,092
- avg assets per participant
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.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Academy Mortgage Corporation Profit Sharing 401(k) Plan reports 1,593 participants - 2.7x that state average ($161M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $155M |
|---|---|
| Net Assets (End of Year) | $161M |
| Net Income | $6M |
| Employer EIN | 870456373 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Academy Mortgage Corporation)
| 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
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Academy Mortgage Corporation Profit Sharing 401(k) Plan by total assets, not by location.
- Rhode Island Medical Imaging, Inc. Profit Sharing Plan (RI) $161M · 552
- Swissport North America Holdings, Inc. (NC) $161M · 8,807
- Lear Corporation Hourly Retirement Savings Plan (MI) $161M · 5,878
- Nordic Consulting Partners, Inc. 401(k) Plan (WI) $161M · 1,647
Frequently Asked Questions
How did Academy Mortgage Corporation Profit Sharing 401(k) Plan assets move in 2023? ▼
Where does Academy Mortgage Corporation Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Academy Mortgage Corporation Profit Sharing 401(k) Plan? ▼
Next read for Academy Mortgage Corporation Profit Shar…
Filing takeaways
Ways to act on Academy Mortgage Corporation Profit Sharing 401(k) Plan's numbers.
- By total assets, Academy Mortgage Corporation Profit Sharing 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans