401(k) · DOL Form 5500 · 2023

Premier Mortgage Resources 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
302
Participants Below avg headcount
55th
Percentile by assets National rank
$28,468
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Premier Mortgage Resources 401(k) Plan · Sponsored by Premier Mortgage Resources · Oregon · Finance & Insurance

$9M in assets, 302 participants

Premier Mortgage Resources's Premier Mortgage Resources 401(k) Plan reported $9M in total assets and 302 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,558 in Finance & Insurance (8,869 peers)

Premier Mortgage Resources multi-year trail

Premier Mortgage Resources's plans moved +44.8% in assets from 2022 to 2024; this filing shows Premier Mortgage Resources 401(k) Plan at $9M / 302 participants.

#3,558
in Finance & Insurance (8,869 peers)
+19.4%
assets growth YoY

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

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

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

$8,597,342 Top 45% higher than 55% 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

Premier Mortgage Resources 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. Premier Mortgage Resources 401(k) Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Premier Mortgage Resources 401(k) Plan reported net income rose from -$811K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Premier Mortgage Resources 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Premier Mortgage Resources 401(k) Plan reported participants fell from 360 in the plan year 2022 filing to 302 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 202718340 · Premier Mortgage Resources PY 2023 · 401(k)

Premier Mortgage Resources 401(k) Plan · $9M · 302 · 55th

  • BOOK $9M
  • VS-ST 302
  • BOY 55th
  • SCH 401(k)
  • EBSA near Prefix Corporation 401(k) Profit Sharing Plan & Trust
  • PART ind #3558

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 →

Premier Mortgage Resources 401(k) Plan in the asset neighbourhood

Premier Mortgage Resources 401(k) PlanPremier Mortgage Resources 4…$9MPrefix Corporation 401(k) Profit Sharing Plan & TrustPrefix Corporation 401(k) Pr…$9MAms 401(k) Plan$9MTemperpack 401(k) Plan$9MEci Group 401(k) Plan$9M
End-of-year total assets ($M) among Premier Mortgage Resources 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Premier Mortgage Resources multi-year asset trail

Sponsor-wide plan assets over time

All Premier Mortgage Resources plans reported in each filing year

Latest sponsor-wide plan assets
$10M 44.76759880799962% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.2M $10.4M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 360 $7M
2023 2 508 $11M
2024 1 290 $10M

Premier Mortgage Resources filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN202718340
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Premier Mortgage Resources 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Premier Mortgage Resources 401(k) Plan, Total assets ($B): 0.008597342 · Participants: 302Premier Mortgage Resources 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
Premier Mortgage Resources 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Premier Mortgage Resources 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Prefix Corporation 401(k) Profit Sharing Plan & Trust in MI ($9M); by covered participants it is Big Village Group USA Retirement Savings Plan in NJ (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Premier Mortgage Resources 401(k) Plan assets move in 2023? ▼
Premier Mortgage Resources 401(k) Plan grew sharply - up 19.4% during 2023, from $7M to $9M. Reported net income was $1M.
How have Premier Mortgage Resources plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Premier Mortgage Resources's sponsor-wide assets grew 44.8%, from $7M to $10M.
Which 401(k) plans are similar in size to Premier Mortgage Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prefix Corporation 401(k) Profit Sharing Plan & Trust in MI ($9M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Premier Mortgage Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big Village Group USA Retirement Savings Plan in NJ (302 participants, N/A 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 202718340.

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.