401(k) · DOL Form 5500 · 2023

Crosscountry Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$278M
Total assets Near avg plan size
7,180
Participants Above avg headcount
96th
Percentile by assets National rank
$38,744
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,269
in Finance & Insurance (8,869 peers)
+27.4%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Crosscountry Mortgage 401(k) Retirement Savings Plan's outsized position 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

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

Crosscountry Mortgage 401(k) Retirement Savings 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. Crosscountry Mortgage 401(k) Retirement Savings Plan lands in the large band (7,180 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 571175755 · Crosscountry Mortgage, LLC PY 2023 · 401(k)

Crosscountry Mortgage 401(k) Retirement Savings Plan · $278M · 7,180 · 96th

  • TYPE $278M
  • TYPE 7,180
  • TYPE 96th
  • TYPE 401(k)
  • TYPE near Security Service Federal Credit Union Cash Accumulation Plan and Trust
  • TYPE ind #8269

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 →

Crosscountry Mortgage 401(k) Retirement Savings Plan in the asset neighbourhood

Pcs 401(k) Retirement Plan$279MPrivate National Mortgage Acceptance Company LLC Retirement PlanPrivate National Mortgage Ac…$278MSecurity Service Federal Credit Union Cash Accumulation Plan and TrustSecurity Service Federal Cre…$278MCrosscountry Mortgage 401(k) Retirement Savings PlanCrosscountry Mortgage 401(k)…$278MCollege of American Pathologists Employee's Retirement and 401(k) PlanCollege of American Patholog…$278M
End-of-year total assets ($M) among Crosscountry Mortgage 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$218M
Net Assets (End of Year)$278M
Net Income$60M
Employer EIN571175755
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Crosscountry Mortgage, LLC)

Sponsor-wide plan assets over time

All Crosscountry Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$340M 55.84604254593978% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $218M $340M ▲ +55.8%
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 Scatter plot of 6 data points. 050000100000150000 -50510152025 Total assets ($B) Participants Crosscountry Mortgage 401(k) Retirement Savings Plan, Total assets ($B): 0.27818505 · Participants: 7180Crosscountry Mortgage 401(k) Retirement Savings 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
Crosscountry Mortgage 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Crosscountry Mortgage 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Security Service Federal Credit Union Cash Accumulation Plan and Trust in TX ($278M); by covered participants it is Rexel USA, Inc. Section 401(k) Savings Plan in TX (7,183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,180 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 Crosscountry Mortgage 401(k) Retirement Savings Plan assets move in 2023? ▼
Crosscountry Mortgage 401(k) Retirement Savings Plan grew sharply - up 27.4% during 2023, from $218M to $278M. Reported net income was $60M.
How have Crosscountry Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crosscountry Mortgage, LLC's sponsor-wide assets grew 55.8%, from $218M to $340M.
Where does Crosscountry Mortgage 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Crosscountry Mortgage 401(k) Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Crosscountry Mortgage 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Security Service Federal Credit Union Cash Accumulation Plan and Trust in TX ($278M, 1,930 participants).
Which 401(k) plans cover a similar participant headcount to Crosscountry Mortgage 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rexel USA, Inc. Section 401(k) Savings Plan in TX (7,183 participants, $856M 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 571175755.

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.