401(k) · DOL Form 5500 · 2023

Panorama Mortgage Group, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
354
Participants Below avg headcount
56th
Percentile by assets National rank
$24,956
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Panorama Mortgage Group, LLC 401(k) Plan · Sponsored by Panorama Mortgage Group, LLC · Nevada · Finance & Insurance

$9M in assets, 354 participants

Panorama Mortgage Group, LLC's Panorama Mortgage Group, LLC 401(k) Plan reported $9M in total assets and 354 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,618 in Finance & Insurance (8,869 peers)

Panorama Mortgage Group, LLC multi-year trail

Panorama Mortgage Group, LLC's plans moved -10.9% in assets from 2022 to 2024; this filing shows Panorama Mortgage Group, LLC 401(k) Plan at $9M / 354 participants.

#3,618
in Finance & Insurance (8,869 peers)
-9.4%
assets change YoY

The plan reported a net loss of $915K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Panorama Mortgage Group, LLC 401(k) Plan vs every filed plan by assets

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

$8,834,357 Top 44% higher than 56% 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

Panorama Mortgage Group, LLC 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. Panorama Mortgage Group, LLC 401(k) Plan sits mid-pack in the medium band (354 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Panorama Mortgage Group, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$915K in the plan year 2023 filing.
  • Panorama Mortgage Group, LLC 401(k) Plan reported participants fell from 456 in the plan year 2022 filing to 354 in the plan year 2023 filing.
  • Panorama Mortgage Group, LLC 401(k) Plan end-of-year assets fell from $10M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208083209 · Panorama Mortgage Group, LLC PY 2023 · 401(k)

Panorama Mortgage Group, LLC 401(k) Plan · $9M · 354 · 56th

  • ASSETS $9M
  • ASSETS 354
  • ASSETS 56th
  • ASSETS 401(k)
  • ASSETS near System 2/90, Inc. 401 (K) and Employee Stock Ownership Plan
  • ASSETS ind #3618

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 Nevada →

Panorama Mortgage Group, LLC 401(k) Plan in the asset neighbourhood

Meca 401(k) Profit Sharing PlanMeca 401(k) Profit Sharing P…$9MEdible Arrangements, LLC 401(k) PlanEdible Arrangements, LLC 401…$9MPanorama Mortgage Group, LLC 401(k) PlanPanorama Mortgage Group, LLC…$9MSystem 2/90, Inc. 401 (K) and Employee Stock Ownership PlanSystem 2/90, Inc. 401 (K) an…$9MJohn Nagle Co. Retirement PlanJohn Nagle Co. Retirement Pl…$9M
End-of-year total assets ($M) among Panorama Mortgage Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Panorama Mortgage Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Panorama Mortgage Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.930675277040416% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M 202220232024 $9.75M $8.68M ▼ -11.0%
Year Plans Participants Total Assets
2022 1 456 $10M
2023 1 354 $9M
2024 1 227 $9M

Panorama Mortgage Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$915K
Employer EIN208083209
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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

Panorama Mortgage Group, LLC 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Panorama Mortgage Group, LLC 401(k) Plan, Total assets ($B): 0.008834357 · Participants: 354Panorama Mortgage Group, LLC 401(k) PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Panorama Mortgage Group, LLC 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants

Panorama Mortgage Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is System 2/90, Inc. 401 (K) and Employee Stock Ownership Plan in MI ($9M); by covered participants it is Bay Photo, Inc. 401(k) Plan in CA (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Panorama Mortgage Group, LLC 401(k) Plan assets move in 2023?
Panorama Mortgage Group, LLC 401(k) Plan pulled back noticeably - down 9.4% during 2023, from $10M to $9M. Reported net income was -$915K.
How have Panorama Mortgage Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Panorama Mortgage Group, LLC's sponsor-wide assets declined 10.9%, from $10M to $9M.
Which 401(k) plans are similar in size to Panorama Mortgage Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is System 2/90, Inc. 401 (K) and Employee Stock Ownership Plan in MI ($9M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Panorama Mortgage Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Bay Photo, Inc. 401(k) Plan in CA (354 participants, N/A in assets).