Profit Sharing · DOL Form 5500 · 2023

Northstar Mortgage Company Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
43rd
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Northstar Mortgage Company Profit Sharing Plan · Sponsored by Northstar Mortgage Company · Florida · Finance & Insurance

$5M in assets, 2 participants

Northstar Mortgage Company's Northstar Mortgage Company Profit Sharing Plan reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,718 in Finance & Insurance (8,869 peers)

Northstar Mortgage Company multi-year trail

Northstar Mortgage Company's plans moved +19.4% in assets from 2022 to 2024; this filing shows Northstar Mortgage Company Profit Sharing Plan at $5M / 2 participants.

#2,718
in Finance & Insurance (8,869 peers)
+7.2%
assets growth YoY

Northstar Mortgage Company Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Northstar Mortgage Company Profit Sharing Plan vs every filed plan by assets

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

$4,792,296 43rd percentile higher than 43% 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

Northstar Mortgage Company 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. Northstar Mortgage Company Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northstar Mortgage Company Profit Sharing Plan reported net income rose from $191K in the plan year 2022 filing to $322K in the plan year 2023 filing.
  • Northstar Mortgage Company Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592373269 · Northstar Mortgage Company PY 2023 · Profit Sharing

Northstar Mortgage Company Profit Sharing Plan · $5M · 2 · 43rd

  • EOY $5M
  • EOY 2
  • EOY 43rd
  • EOY Profit Sharing
  • EOY near Lorenzo Brown Inc Profit Sharing Plan
  • EOY ind #2718

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 →

Northstar Mortgage Company Profit Sharing Plan in the asset neighbourhood

M & O Enterprises, LLC Profit Sharing PlanM & O Enterprises, LLC Profi…$5MRobert O. Ruder, M.D., a Professional Corporation Profit Sharing PlanRobert O. Ruder, M.D., a Pro…$5MNorthstar Mortgage Company Profit Sharing PlanNorthstar Mortgage Company P…$5MLorenzo Brown Inc Profit Sharing PlanLorenzo Brown Inc Profit Sha…$5MEllie Goldstein, M.D., Inc. Profit Sharing PlanEllie Goldstein, M.D., Inc. …$5M
End-of-year total assets ($M) among Northstar Mortgage Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Northstar Mortgage Company multi-year asset trail

Sponsor-wide plan assets over time

All Northstar Mortgage Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.43919024717593% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.47M $5.34M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $5M

Northstar Mortgage Company filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$322K
Employer EIN592373269
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Northstar Mortgage Company Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Northstar Mortgage Company Profit Sharing Plan, Total assets ($B): 0.004792296 · Participants: 2Northstar Mortgage Company Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Northstar Mortgage Company Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Northstar Mortgage Company Profit Sharing Plan side-by-side with 3 peers →

Northstar Mortgage Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Lorenzo Brown Inc Profit Sharing Plan in CA ($5M); by covered participants it is Kramatron Precision Inc - Profit Sharing Plan in NJ (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Northstar Mortgage Company Profit Sharing Plan assets move in 2023? ▼
Northstar Mortgage Company Profit Sharing Plan grew at a solid clip - up 7.2% during 2023, from $4M to $5M. Reported net income was $322K.
How have Northstar Mortgage Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northstar Mortgage Company's sponsor-wide assets grew 19.4%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Northstar Mortgage Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lorenzo Brown Inc Profit Sharing Plan in CA ($5M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Northstar Mortgage Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Kramatron Precision Inc - Profit Sharing Plan in NJ (2 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 592373269.

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.