401(k) · DOL Form 5500 · 2024
Arizona Mortgage & Investments, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $409,126
- Avg per participant High balance/head
Official DOL plan name: Arizona Mortgage & Investments 401(k) Plan · Sponsored by Arizona Mortgage & Investments, LLC · Arizona · Finance & Insurance
$1M in assets, 3 participants
Arizona Mortgage & Investments, LLC's Arizona Mortgage & Investments 401(k) Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #1,261 in Finance & Insurance (8,549 peers)
Arizona Mortgage & Investments, LLC multi-year trail
Arizona Mortgage & Investments, LLC's plans moved +79.1% in assets from 2022 to 2024; this filing shows Arizona Mortgage & Investments 401(k) Plan at $1M / 3 participants.
- #1,261
- in Finance & Insurance (8,549 peers)
- +32.5%
- assets growth YoY
Arizona Mortgage & Investments 401(k) Plan among the smaller filed plans by assets
Arizona Mortgage & Investments 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,227,378 25th percentile higher than 25% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Arizona Mortgage & Investments 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arizona Mortgage & Investments 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Arizona Mortgage & Investments 401(k) Plan end-of-year assets rose from $926K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Arizona Mortgage & Investments 401(k) Plan reported net income rose from $240K in the plan year 2023 filing to $302K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 352562653 · Arizona Mortgage & Investments, LLC PY 2024 · 401(k)
Arizona Mortgage & Investments 401(k) Plan · $1M · 3 · 25th
- EIN $1M
- RANK 3
- PHOTO 25th
- IND 401(k)
- EOY near David C. Stahr, Dds, PLLC 401(k) Profit Sharing Plan
- 5500 ind #1261
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 Arizona →
Arizona Mortgage & Investments 401(k) Plan in the asset neighbourhood
Arizona Mortgage & Investments, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Arizona Mortgage & Investments, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 79.12853877879841% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $685K |
| 2023 | 1 | 3 | $926K |
| 2024 | 1 | 3 | $1M |
Arizona Mortgage & Investments, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $926K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $302K |
| Employer EIN | 352562653 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Arizona Mortgage & Investments 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is David C. Stahr, Dds, PLLC 401(k) Profit Sharing Plan in WV ($1M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.