401(k) · DOL Form 5500 · 2023

Amerisave Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
1,552
Participants Near avg headcount
76th
Percentile by assets National rank
$16,003
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amerisave 401(k) Plan · Sponsored by Amerisave Mortgage Corporation · Georgia · Finance & Insurance

$25M in assets, 1,552 participants

Amerisave Mortgage Corporation's Amerisave 401(k) Plan reported $25M in total assets and 1,552 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,684 in Finance & Insurance (8,869 peers)

Where Amerisave 401(k) Plan sits by assets

Amerisave 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 1,552 participants (~$16,003/participant), down 0.8% in 2023.

#5,684
in Finance & Insurance (8,869 peers)
-0.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $205K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amerisave 401(k) Plan's outsized position by total assets

Amerisave 401(k) Plan vs every filed plan by assets

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

$24,836,709 Top 24% higher than 76% 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

Amerisave 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. Amerisave 401(k) Plan lands in the large band (1,552 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amerisave 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$205K in the plan year 2023 filing.
  • Amerisave 401(k) Plan reported participants fell from 2,358 in the plan year 2022 filing to 1,552 in the plan year 2023 filing.
  • Amerisave 401(k) Plan end-of-year assets fell from $25M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 582235521 · Amerisave Mortgage Corporation PY 2023 · 401(k)

Amerisave 401(k) Plan · $25M · 1,552 · 76th

  • VS-ST $25M
  • VS-ST 1,552
  • VS-ST 76th
  • VS-ST 401(k)
  • VS-ST near Encore Holdings, LLC 401(k) Plan
  • VS-ST ind #5684

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 Georgia →

Amerisave 401(k) Plan in the asset neighbourhood

Amerisave 401(k) Plan$25MEncore Holdings, LLC 401(k) PlanEncore Holdings, LLC 401(k) …$25MFaire 401(k) Plan$25MGreat Lakes Veneer, Inc. Savings and Retirement PlanGreat Lakes Veneer, Inc. Sav…$25MInsco Distributing, Inc. Profit Sharing and 401(k) Retirement PlanInsco Distributing, Inc. Pro…$25M
End-of-year total assets ($M) among Amerisave 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income-$205K
Employer EIN582235521
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amerisave Mortgage Corporation)

Sponsor-wide plan assets over time

All Amerisave Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 5.293359882414771% vs 2022
2024 filing year
$24.5M$25M$25.5M$26M$26.5M$27M 202220232024 $25M $26.4M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 2,358 $25M
2023 1 1,552 $25M
2024 1 717 $26M

Nearby 401(k) Plans in Georgia

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

Amerisave 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Amerisave 401(k) Plan, Total assets ($B): 0.024836709 · Participants: 1552Amerisave 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Amerisave 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Amerisave 401(k) Plan side-by-side with 3 peers →

Amerisave 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Encore Holdings, LLC 401(k) Plan in RI ($25M); by covered participants it is Beaver Medical Group 401(k) Profit-Sharing Plan in MN (1,552 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,552 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 Amerisave 401(k) Plan assets move in 2023? ▼
Amerisave 401(k) Plan held essentially flat - down 0.8% during 2023, from $25M to $25M. Reported net income was -$205K.
How have Amerisave Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amerisave Mortgage Corporation's sponsor-wide assets grew 5.3%, from $25M to $26M.
Where does Amerisave 401(k) Plan rank by assets among Form 5500 filers? ▼
Amerisave 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Amerisave 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Encore Holdings, LLC 401(k) Plan in RI ($25M, 858 participants).
Which 401(k) plans cover a similar participant headcount to Amerisave 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beaver Medical Group 401(k) Profit-Sharing Plan in MN (1,552 participants, $319M 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 582235521.

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.