401(k) · DOL Form 5500 · 2023
Crosscountry Mortgage, LLC 401(k) Plan
Data updated 2026-08-11
- $278M
- Total assets
- 7,180
- Participants
- 96th
- Percentile by assets
- $38,744
- Avg per participant
Official DOL plan name: Crosscountry Mortgage 401(k) Retirement Savings Plan · Sponsored by Crosscountry Mortgage, LLC · Ohio · Finance & Insurance
$278M in assets, 7,180 participants
Crosscountry Mortgage, LLC's Crosscountry Mortgage 401(k) Retirement Savings Plan reported $278M in total assets and 7,180 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,269 in Finance & Insurance (8,869 peers)
Coverage in Ohio
Crosscountry Mortgage 401(k) Retirement Savings Plan covers 7,180 participants in Ohio, 9.4x the typical Ohio plan (state average ~765 per filing). Assets: $278M.
- $278M
- total plan assets (2023 EOY)
- 7,180
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $38,744
- avg assets per participant
Where Crosscountry Mortgage 401(k) Retirement Savings Plan sits by total assets
Crosscountry Mortgage 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$278,185,050 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Crosscountry Mortgage 401(k) Retirement Savings Plan reported net income rose from $45M in the plan year 2022 filing to $60M in the plan year 2023 filing.
- Crosscountry Mortgage 401(k) Retirement Savings Plan end-of-year assets rose from $218M in the plan year 2022 filing to $278M in the plan year 2023 filing.
- Crosscountry Mortgage 401(k) Retirement Savings Plan reported participants fell from 7,841 in the plan year 2022 filing to 7,180 in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Crosscountry Mortgage 401(k) Retirement Savings Plan reports 7,180 participants - 9.4x that state average ($278M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $218M |
|---|---|
| Net Assets (End of Year) | $278M |
| Net Income | $60M |
| Employer EIN | 571175755 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Crosscountry Mortgage, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,841 | $218M |
| 2023 | 1 | 7,180 | $278M |
| 2024 | 1 | 7,089 | $340M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Crosscountry Mortgage 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Scale composition for Crosscountry Mortgage 401(k) Retirement Savings Plan
Crosscountry Mortgage 401(k) Retirement Savings Plan reports $278M in end-of-year assets across 7,180 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $38,744 per participant (28% of the national average assets-per-participant) . Net income for plan year 2023 was $60M.
This plan identity (EIN 571175755, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $218M to $340M (+55.8%) while covered participants moved from 7,841 to 7,089 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,841 | $218M | Open filing |
| 2023 | 7,180 | $278M | This page |
| 2024 · index core | 7,089 | $340M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Crosscountry Mortgage 401(k) Retirement Savings Plan (401(k), $340M, 7,089 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Crosscountry Mortgage 401(k) Retirement Savings Plan by total assets, not by location.
- Security Service Federal Credit Union Cash Accumulation Plan and Trust (TX) $278M · 1,930
- Private National Mortgage Acceptance Company LLC Retirement Plan (CA) $278M · 4,117
- College of American Pathologists Employee's Retirement and 401(k) Plan (IL) $278M · 719
- Pcs 401(k) Retirement Plan (CO) $279M · 1,140
Frequently Asked Questions
How did Crosscountry Mortgage 401(k) Retirement Savings Plan assets move in 2023? ▼
How have Crosscountry Mortgage, LLC plan assets changed over time? ▼
Where does Crosscountry Mortgage 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Crosscountry Mortgage 401(k) Retirement Savings Plan? ▼
Next read for Crosscountry Mortgage 401(k) Retirement …
Filing takeaways
Ways to act on Crosscountry Mortgage 401(k) Retirement Savings Plan's numbers.
- By total assets, Crosscountry Mortgage 401(k) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Crosscountry Mortgage, LLC's sponsor-wide assets have grown 55.8% since 2022 across 3 plan years on file. More Finance & Insurance plans