401(k) · DOL Form 5500 · 2023

Alcova Mortgage LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
439
Participants Below avg headcount
65th
Percentile by assets National rank
$30,508
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alcova Mortgage 401(k) Plan · Sponsored by Alcova Mortgage LLC · Virginia · Finance & Insurance

$13M in assets, 439 participants

Alcova Mortgage LLC's Alcova Mortgage 401(k) Plan reported $13M in total assets and 439 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,427 in Finance & Insurance (8,869 peers)

Alcova Mortgage LLC multi-year trail

Alcova Mortgage LLC's plans moved +53.1% in assets from 2022 to 2024; this filing shows Alcova Mortgage 401(k) Plan at $13M / 439 participants.

#4,427
in Finance & Insurance (8,869 peers)
+29.8%
assets growth YoY

Alcova Mortgage 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Alcova Mortgage 401(k) Plan vs every filed plan by assets

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

$13,392,993 Top 35% higher than 65% 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

Alcova Mortgage 401(k) 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. Alcova Mortgage 401(k) Plan sits mid-pack in the medium band (439 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alcova Mortgage 401(k) Plan reported net income rose from -$297K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Alcova Mortgage 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141886719 · Alcova Mortgage LLC PY 2023 · 401(k)

Alcova Mortgage 401(k) Plan · $13M · 439 · 65th

  • PCT $13M
  • EIN 439
  • RANK 65th
  • PHOTO 401(k)
  • IND near Lion Nathan USA, Inc. 401(k) Retirement Plan
  • EOY ind #4427

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 Virginia →

Alcova Mortgage 401(k) Plan in the asset neighbourhood

Alcova Mortgage 401(k) Plan$13MLion Nathan USA, Inc. 401(k) Retirement PlanLion Nathan USA, Inc. 401(k)…$13MBermello, Ajamil & Partners, Inc. Employees Savings Investment PlanBermello, Ajamil & Partners,…$13MTiburcio Vasquez Health Center, Inc. 403(b) PlanTiburcio Vasquez Health Cent…$13MMsabc Multiple Employer 401(k) PlanMsabc Multiple Employer 401(…$13M
End-of-year total assets ($M) among Alcova Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alcova Mortgage LLC multi-year asset trail

Sponsor-wide plan assets over time

All Alcova Mortgage LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 53.10941838117659% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $15.8M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 443 $10M
2023 1 439 $13M
2024 1 431 $16M

Alcova Mortgage LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN141886719
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Alcova Mortgage 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Alcova Mortgage 401(k) Plan, Total assets ($B): 0.013392993 · Participants: 439Alcova Mortgage 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Alcova Mortgage 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Alcova Mortgage 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Lion Nathan USA, Inc. 401(k) Retirement Plan in KS ($13M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Alcova Mortgage 401(k) Plan assets move in 2023? ▼
Alcova Mortgage 401(k) Plan grew sharply - up 29.8% during 2023, from $10M to $13M. Reported net income was $3M.
How have Alcova Mortgage LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alcova Mortgage LLC's sponsor-wide assets grew 53.1%, from $10M to $16M.
Which 401(k) plans are similar in size to Alcova Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lion Nathan USA, Inc. 401(k) Retirement Plan in KS ($13M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Alcova Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (439 participants, $48M 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 141886719.

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.