401(k) · DOL Form 5500 · 2023

First State Mortgage Services, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
106
Participants Small participant base
64th
Percentile by assets National rank
$123,854
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First State Mortgage Services 401(k) Plan · Sponsored by First State Mortgage Services, LLC · Illinois · Finance & Insurance

$13M in assets, 106 participants

First State Mortgage Services, LLC's First State Mortgage Services 401(k) Plan reported $13M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,391 in Finance & Insurance (8,869 peers)

Coverage in Illinois

First State Mortgage Services 401(k) Plan covers 106 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#4,391
in Finance & Insurance (8,869 peers)
+11.9%
assets growth YoY

First State Mortgage Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

First State Mortgage Services 401(k) Plan vs every filed plan by assets

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

$13,128,482 Top 36% higher than 64% 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 State Mortgage Services 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. First State Mortgage Services 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First State Mortgage Services 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • First State Mortgage Services 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 412181683 · First State Mortgage Services, LLC PY 2023 · 401(k)

First State Mortgage Services 401(k) Plan · $13M · 106 · 64th

  • IND $13M
  • IND 106
  • IND 64th
  • IND 401(k)
  • IND near Spiral Binding, LLC 401(k) Profit Sharing Plan
  • IND ind #4391

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 →

First State Mortgage Services 401(k) Plan in the asset neighbourhood

First State Mortgage Services 401(k) PlanFirst State Mortgage Service…$13MSpiral Binding, LLC 401(k) Profit Sharing PlanSpiral Binding, LLC 401(k) P…$13MAmerican Real Estate Partners 401(k) Profit Sharing Plan and TrustAmerican Real Estate Partner…$13MCitizens, Inc. 401(k) Retirement and Profit Sharing PlanCitizens, Inc. 401(k) Retire…$13MMedium 401(k) Plan$13M
End-of-year total assets ($M) among First State Mortgage Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN412181683
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Mortgage Services, LLC)

Sponsor-wide plan assets over time

All First State Mortgage Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.27709618266018% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.7M $14.2M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 107 $12M
2023 1 106 $13M
2024 1 89 $14M

Nearby 401(k) Plans in Illinois

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

First State Mortgage Services 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants First State Mortgage Services 401(k) Plan, Total assets ($B): 0.013128482 · Participants: 106First State Mortgage Services 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
First State Mortgage Services 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare First State Mortgage Services 401(k) Plan side-by-side with 3 peers →

First State Mortgage Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Spiral Binding, LLC 401(k) Profit Sharing Plan in NJ ($13M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 State Mortgage Services 401(k) Plan assets move in 2023? ▼
First State Mortgage Services 401(k) Plan grew at a solid clip - up 11.9% during 2023, from $12M to $13M. Reported net income was $1M.
How have First State Mortgage Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Mortgage Services, LLC's sponsor-wide assets grew 21.3%, from $12M to $14M.
Which 401(k) plans are similar in size to First State Mortgage Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spiral Binding, LLC 401(k) Profit Sharing Plan in NJ ($13M, 131 participants).
Which 401(k) plans cover a similar participant headcount to First State Mortgage Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 412181683.

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.