401(k) · DOL Form 5500 · 2023
Total Mortgage Services, L.L.C 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 375
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $34,484
- Avg per participant Low balance/head
Official DOL plan name: Total Mortgage Services, LLC 401(k) Profit Sharing Plan · Sponsored by Total Mortgage Services, L.L.C · Connecticut · Finance & Insurance
$13M in assets, 375 participants
Total Mortgage Services, L.L.C's Total Mortgage Services, LLC 401(k) Profit Sharing Plan reported $13M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #4,357 in Finance & Insurance (8,869 peers)
Total Mortgage Services, L.L.C multi-year trail
Total Mortgage Services, L.L.C's plans moved +54.9% in assets from 2022 to 2024; this filing shows Total Mortgage Services, LLC 401(k) Profit Sharing Plan at $13M / 375 participants.
- #4,357
- in Finance & Insurance (8,869 peers)
- +25.0%
- assets growth YoY
Total Mortgage Services, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Total Mortgage Services, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,931,531 Top 36% higher than 64% 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
Total Mortgage Services, LLC 401(k) Profit Sharing 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. Total Mortgage Services, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (375 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Total Mortgage Services, LLC 401(k) Profit Sharing Plan reported net income rose from -$868K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Total Mortgage Services, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Total Mortgage Services, LLC 401(k) Profit Sharing Plan reported participants fell from 441 in the plan year 2022 filing to 375 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 061484285 · Total Mortgage Services, L.L.C PY 2023 · 401(k)
Total Mortgage Services, LLC 401(k) Profit Sharing Plan · $13M · 375 · 64th
- NET $13M
- NET 375
- NET 64th
- NET 401(k)
- NET near Employers Health Coalition, Inc. and Employers Health Purchasing Corporation 401(k) Profit Sharing Plan
- NET ind #4357
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 Connecticut →
Total Mortgage Services, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Total Mortgage Services, L.L.C multi-year asset trail
Sponsor-wide plan assets over time
All Total Mortgage Services, L.L.C plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 54.88751888057808% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 441 | $10M |
| 2023 | 1 | 375 | $13M |
| 2024 | 1 | 395 | $16M |
Total Mortgage Services, L.L.C filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 061484285 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Total Mortgage Services, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Employers Health Coalition, Inc. and Employers Health Purchasing Corporation 401(k) Profit Sharing Plan in OH ($13M); by covered participants it is Schneider Mills Employees' Trust in NC (375 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Employers Health Coalition, Inc. and Employers Health Purchasing Corporation 401(k) Profit Sharing Plan (OH) $13M · 59
- Nippon Shokubai America Industries, Inc. Retirement and 401(k) Savings Plan (TN) $13M · 115
- Granite State Credit Union 401(k) Plan (NH) $13M · 140
- Hopelink 401(k) Plan (WA) $13M · 361
Similar participant headcount
Nearest other-state filings by covered participants (375 participants); asset peers above are excluded.
- Schneider Mills Employees' Trust (NC) 375 · 0 off
- The Childrens Svc Ctr of Wyo Val 401(k) Plan (PA) 375 · 0 off
- First Children, LLC. 401(k) Plan (NJ) 375 · 0 off
- Flogistix, LP 401(k) Plan (OK) 375 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.