401(k) · DOL Form 5500 · 2023

A&d Mortgage LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 156
Participants Small participant base: 26th
Percentile by assets National rank: $8,426
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: A&d Mortgage LLC · Sponsored by A&d Mortgage LLC · Florida · Finance & Insurance

$1M in assets, 156 participants

A&d Mortgage LLC's A&d Mortgage LLC reported $1M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#1,523 in Finance & Insurance (8,869 peers)

Coverage in Florida

A&d Mortgage LLC covers 156 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $1M.

#1,523
in Finance & Insurance (8,869 peers): +46.8%
assets growth YoY

A&d Mortgage LLC among the smaller filed plans by assets

A&d Mortgage LLC vs every filed plan by assets

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

$1,314,412 26th percentile higher than 26% 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

A&d Mortgage LLC 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. A&d Mortgage LLC sits mid-pack in the medium band (156 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

A&d Mortgage LLC reported net income rose from $256K in the plan year 2022 filing to $411K in the plan year 2023 filing.
A&d Mortgage LLC end-of-year assets rose from $896K in the plan year 2022 filing to $1M in the plan year 2023 filing.
A&d Mortgage LLC reported participants fell from 182 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 800832417 · A&d Mortgage LLC PY 2023 · 401(k)

A&d Mortgage LLC · $1M · 156 · 26th

EIN $1M
RANK 156
PHOTO 26th
IND 401(k)
EOY near Metro Brick Inc. 401(k) Plan and Trust
5500 ind #1523

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 →

End-of-year total assets ($M) among A&d Mortgage LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$896K
Net Assets (End of Year)	$1M
Net Income	$411K
Employer EIN	800832417
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (A&d Mortgage LLC)

Latest sponsor-wide plan assets: $2M 75.577089048399% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	182	$896K
2023	1	156	$1M
2024	1	180	$2M

Nearby 401(k) Plans in Florida

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

A&d Mortgage LLC vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare A&d Mortgage LLC side-by-side with 3 peers →

A&d Mortgage LLC's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Metro Brick Inc. 401(k) Plan and Trust in MN ($1M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Metro Brick Inc. 401(k) Plan and Trust (MN) $1M · 8
Megatel Homes 401(k) Retirement Plan (TX) $1M · 161
Breeden Inc. 401(k) Plan (IN) $1M · 8
Glen Allen Pediatrics LLC 401(k) Profit Sharing Plan & Trust (VA) $1M · 13

Similar participant headcount

Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.

Motivating Graphics 401(k) Retirement Plan (TX) 156 · 0 off
Tel Tech Networks, Inc. 401(k) Plan (AZ) 156 · 0 off
Battlefield Farms, Inc. Profit Sharing Plan (VA) 156 · 0 off
E&s International 401(k) Savings Plan & Trust (CA) 156 · 0 off

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 A&d Mortgage LLC assets move in 2023? ▼

A&d Mortgage LLC surged - up 46.8% during 2023, from $896K to $1M. Reported net income was $411K.

How have A&d Mortgage LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), A&d Mortgage LLC's sponsor-wide assets grew 75.6%, from $896K to $2M.

Which 401(k) plans are similar in size to A&d Mortgage LLC? ▼

Among 401(k) plans in other states, the closest by assets is Metro Brick Inc. 401(k) Plan and Trust in MN ($1M, 8 participants).

Which 401(k) plans cover a similar participant headcount to A&d Mortgage LLC? ▼

Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 800832417.