401(k) · DOL Form 5500 · 2023

Pacific Residential Mortgage LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
288
Participants Below avg headcount
70th
Percentile by assets National rank
$59,096
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pacific Residential Mortgage 401(k) Plan · Sponsored by Pacific Residential Mortgage LLC · Oregon · Finance & Insurance

$17M in assets, 288 participants

Pacific Residential Mortgage LLC's Pacific Residential Mortgage 401(k) Plan reported $17M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,902 in Finance & Insurance (8,869 peers)

Pacific Residential Mortgage LLC multi-year trail

Pacific Residential Mortgage LLC's plans moved +25.4% in assets from 2022 to 2024; this filing shows Pacific Residential Mortgage 401(k) Plan at $17M / 288 participants.

#4,902
in Finance & Insurance (8,869 peers)
+16.7%
assets growth YoY

Pacific Residential Mortgage 401(k) Plan's outsized position by total assets

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

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

$17,019,618 Top 30% higher than 70% 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

Pacific Residential 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. Pacific Residential Mortgage 401(k) Plan sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pacific Residential Mortgage 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pacific Residential Mortgage 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Pacific Residential Mortgage 401(k) Plan reported participants rose from 274 in the plan year 2022 filing to 288 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 113714032 · Pacific Residential Mortgage LLC PY 2023 · 401(k)

Pacific Residential Mortgage 401(k) Plan · $17M · 288 · 70th

  • EIN $17M
  • RANK 288
  • PHOTO 70th
  • IND 401(k)
  • EOY near Novus Ag, LLC 401(k) Plan
  • 5500 ind #4902

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 Oregon →

Pacific Residential Mortgage 401(k) Plan in the asset neighbourhood

Pacific Residential Mortgage 401(k) PlanPacific Residential Mortgage…$17MNovus Ag, LLC 401(k) Plan$17MPegasus Logistics Group, Inc. 401(k) PlanPegasus Logistics Group, Inc…$17MParker Plastics, Inc. 401(k) Profit Sharing PlanParker Plastics, Inc. 401(k)…$17MGateway Ticketing Systems, Inc. 401(k) PlanGateway Ticketing Systems, I…$17M
End-of-year total assets ($M) among Pacific Residential Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pacific Residential Mortgage LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pacific Residential Mortgage LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 25.405636433815587% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.6M $18.3M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 274 $15M
2023 1 288 $17M
2024 1 124 $18M

Pacific Residential Mortgage LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN113714032
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Pacific Residential Mortgage 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Pacific Residential Mortgage 401(k) Plan, Total assets ($B): 0.017019618 · Participants: 288Pacific Residential Mortgage 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Pacific Residential Mortgage 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Pacific Residential Mortgage 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Novus Ag, LLC 401(k) Plan in CO ($17M); by covered participants it is Accord Health Service, Inc. 401(k) Plan in PA (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Pacific Residential Mortgage 401(k) Plan assets move in 2023? ▼
Pacific Residential Mortgage 401(k) Plan grew sharply - up 16.7% during 2023, from $15M to $17M. Reported net income was $2M.
How have Pacific Residential Mortgage LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific Residential Mortgage LLC's sponsor-wide assets grew 25.4%, from $15M to $18M.
Which 401(k) plans are similar in size to Pacific Residential Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novus Ag, LLC 401(k) Plan in CO ($17M, 446 participants).
Which 401(k) plans cover a similar participant headcount to Pacific Residential Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accord Health Service, Inc. 401(k) Plan in PA (288 participants, $10M 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 113714032.

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.