401(k) · DOL Form 5500 · 2023

First Colony Mortgage Corp. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
260
Participants Below avg headcount
73rd
Percentile by assets National rank
$78,664
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First Colony Mortgage Corp. Profit Sharing Plan · Sponsored by First Colony Mortgage Corp. · Utah · Real Estate

$20M in assets, 260 participants

First Colony Mortgage Corp.'s First Colony Mortgage Corp. Profit Sharing Plan reported $20M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,123 in Real Estate (4,727 peers)

Coverage in Utah

First Colony Mortgage Corp. Profit Sharing Plan covers 260 participants in Utah, about 44% of the average Utah filer (state average ~592 per filing). Assets: $20M.

#4,123
in Real Estate (4,727 peers)
+18.7%
assets growth YoY

First Colony Mortgage Corp. Profit Sharing Plan's outsized position by total assets

First Colony Mortgage Corp. Profit Sharing Plan vs every filed plan by assets

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

$20,452,598 Top 27% higher than 73% 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

First Colony Mortgage Corp. Profit Sharing 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. First Colony Mortgage Corp. Profit Sharing Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Colony Mortgage Corp. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • First Colony Mortgage Corp. Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • First Colony Mortgage Corp. Profit Sharing Plan reported participants fell from 269 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870415314 · First Colony Mortgage Corp. PY 2023 · 401(k)

First Colony Mortgage Corp. Profit Sharing Plan · $20M · 260 · 73rd

  • PHOTO $20M
  • IND 260
  • EOY 73rd
  • 5500 401(k)
  • ASSETS near Kaufman Lynn Construction, Inc. 401(k) Profit Sharing Plan
  • PCT ind #4123

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 Real Estate retirement plans → · Plans in Utah →

First Colony Mortgage Corp. Profit Sharing Plan in the asset neighbourhood

First Colony Mortgage Corp. Profit Sharing PlanFirst Colony Mortgage Corp. …$20MKaufman Lynn Construction, Inc. 401(k) Profit Sharing PlanKaufman Lynn Construction, I…$20MBetter Health Retirement Plan$20MCongressional Country Club, Inc. Retirement Savings PlanCongressional Country Club, …$20MTarzana Treatment Centers, Inc. Tax Deferred Savings PlanTarzana Treatment Centers, I…$20M
End-of-year total assets ($M) among First Colony Mortgage Corp. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN870415314
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Colony Mortgage Corp.)

Sponsor-wide plan assets over time

All First Colony Mortgage Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 35.45746629676717% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $23.3M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 269 $17M
2023 1 260 $20M
2024 1 245 $23M

Nearby 401(k) Plans in Utah

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

First Colony Mortgage Corp. Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants First Colony Mortgage Corp. Profit Sharing Plan, Total assets ($B): 0.020452598 · Participants: 260First Colony Mortgage Corp. Profit Sharing 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
First Colony Mortgage Corp. Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare First Colony Mortgage Corp. Profit Sharing Plan side-by-side with 3 peers →

First Colony Mortgage Corp. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Kaufman Lynn Construction, Inc. 401(k) Profit Sharing Plan in FL ($20M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 First Colony Mortgage Corp. Profit Sharing Plan assets move in 2023? ▼
First Colony Mortgage Corp. Profit Sharing Plan grew sharply - up 18.7% during 2023, from $17M to $20M. Reported net income was $3M.
How have First Colony Mortgage Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Colony Mortgage Corp.'s sponsor-wide assets grew 35.5%, from $17M to $23M.
Which 401(k) plans are similar in size to First Colony Mortgage Corp. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaufman Lynn Construction, Inc. 401(k) Profit Sharing Plan in FL ($20M, 226 participants).
Which 401(k) plans cover a similar participant headcount to First Colony Mortgage Corp. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants, $7M 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 870415314.

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.