401(k) · DOL Form 5500 · 2023

River City Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
104
Participants Small participant base
29th
Percentile by assets National rank
$17,588
Avg per participant Low balance/head
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Official DOL plan name: River City Mortgage, LLC 401(k) P/S Plan · Sponsored by River City Mortgage, LLC · Ohio · Finance & Insurance

$2M in assets, 104 participants

River City Mortgage, LLC's River City Mortgage, LLC 401(k) P/S Plan reported $2M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,768 in Finance & Insurance (8,869 peers)

Coverage in Ohio

River City Mortgage, LLC 401(k) P/S Plan covers 104 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#1,768
in Finance & Insurance (8,869 peers)
+14.0%
assets growth YoY

River City Mortgage, LLC 401(k) P/S Plan among the smaller filed plans by assets

River City Mortgage, LLC 401(k) P/S Plan vs every filed plan by assets

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

$1,829,132 29th percentile higher than 29% 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

River City Mortgage, LLC 401(k) P/S 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. River City Mortgage, LLC 401(k) P/S Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • River City Mortgage, LLC 401(k) P/S Plan reported net income rose from -$180K in the plan year 2022 filing to $225K in the plan year 2023 filing.
  • River City Mortgage, LLC 401(k) P/S Plan reported participants fell from 181 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • River City Mortgage, LLC 401(k) P/S Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 263749357 · River City Mortgage, LLC PY 2023 · 401(k)

River City Mortgage, LLC 401(k) P/S Plan · $2M · 104 · 29th

  • EIN $2M
  • RANK 104
  • PHOTO 29th
  • IND 401(k)
  • EOY near Springer Controls Company Inc. 401(k) Profit Sharing Plan and Trust
  • 5500 ind #1768

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 Ohio →

River City Mortgage, LLC 401(k) P/S Plan in the asset neighbourhood

River City Mortgage, LLC 401(k) P/S PlanRiver City Mortgage, LLC 401…$2MSpringer Controls Company Inc. 401(k) Profit Sharing Plan and TrustSpringer Controls Company In…$2MSeeley, Aycock, & Associates, Cpas, PC Profit Sharing PlanSeeley, Aycock, & Associates…$2MMid Hudson Development Corporation 401(k) Profit Sharing Plan and TrustMid Hudson Development Corpo…$2MFunck Brothers Enterprises 401(k) PlanFunck Brothers Enterprises 4…$2M
End-of-year total assets ($M) among River City Mortgage, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$225K
Employer EIN263749357
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (River City Mortgage, LLC)

Sponsor-wide plan assets over time

All River City Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 25.818090226060804% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.6M $2.02M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 181 $2M
2023 1 104 $2M
2024 1 92 $2M

Nearby 401(k) Plans in Ohio

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

River City Mortgage, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants River City Mortgage, LLC 401(k) P/S Plan, Total assets ($B): 0.001829132 · Participants: 104River City Mortgage, LLC 401(k) P/S PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
River City Mortgage, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare River City Mortgage, LLC 401(k) P/S Plan side-by-side with 3 peers →

River City Mortgage, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Springer Controls Company Inc. 401(k) Profit Sharing Plan and Trust in FL ($2M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 River City Mortgage, LLC 401(k) P/S Plan assets move in 2023? ▼
River City Mortgage, LLC 401(k) P/S Plan grew at a solid clip - up 14.0% during 2023, from $2M to $2M. Reported net income was $225K.
How have River City Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), River City Mortgage, LLC's sponsor-wide assets grew 25.8%, from $2M to $2M.
Which 401(k) plans are similar in size to River City Mortgage, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Springer Controls Company Inc. 401(k) Profit Sharing Plan and Trust in FL ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to River City Mortgage, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 263749357.

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.