401(k) · DOL Form 5500 · 2023

Spectrum Mortgage Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
33rd
Percentile by assets National rank
$628,865
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Spectrum Mortgage Group, Inc. · Florida · Finance & Insurance

$3M in assets, 4 participants

Spectrum Mortgage Group, Inc.'s Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,035 in Finance & Insurance (8,869 peers)

Spectrum Mortgage Group, Inc. multi-year trail

Spectrum Mortgage Group, Inc.'s plans moved +24.8% in assets from 2022 to 2024; this filing shows Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan at $3M / 4 participants.

#2,035
in Finance & Insurance (8,869 peers)
+13.3%
assets growth YoY

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,515,461 33rd percentile higher than 33% 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

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan reported net income rose from $159K in the plan year 2022 filing to $295K in the plan year 2023 filing.
  • Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 650244044 · Spectrum Mortgage Group, Inc. PY 2023 · 401(k)

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan · $3M · 4 · 33rd

  • PCT $3M
  • PCT 4
  • PCT 33rd
  • PCT 401(k)
  • PCT near Otterbase 401(k) Plan
  • PCT ind #2035

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 Florida →

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing PlanSpectrum Mortgage Group, Inc…$3MOtterbase 401(k) Plan$3MBbd Opco LLC 401(k) Profit Sharing PlanBbd Opco LLC 401(k) Profit S…$3MLiberty Electric, LLC 401(k) PlanLiberty Electric, LLC 401(k)…$3MEe Benefit Plan of United Cerebral Palsy of Northeastern PAEe Benefit Plan of United Ce…$3M
End-of-year total assets ($M) among Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Spectrum Mortgage Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spectrum Mortgage Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.779449852035693% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.22M $2.77M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M
2024 1 4 $3M

Spectrum Mortgage Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$295K
Employer EIN650244044
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002515461 · Participants: 4Spectrum Mortgage Group, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Otterbase 401(k) Plan in MI ($3M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.3% during 2023, from $2M to $3M. Reported net income was $295K.
How have Spectrum Mortgage Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spectrum Mortgage Group, Inc.'s sponsor-wide assets grew 24.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Otterbase 401(k) Plan in MI ($3M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 650244044.

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.