Profit Sharing · DOL Form 5500 · 2024
Bdm Mortgage Services, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $159K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $52,914
- Avg per participant Low balance/head
Official DOL plan name: Bdm Mortgage Services, Inc. Profit Sharing Plan · Sponsored by Bdm Mortgage Services, Inc. · California · Finance & Insurance
$159K in assets, 3 participants
Bdm Mortgage Services, Inc.'s Bdm Mortgage Services, Inc. Profit Sharing Plan reported $159K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #388 in Finance & Insurance (8,549 peers)
2024 asset change
Bdm Mortgage Services, Inc. Profit Sharing Plan pulled back noticeably 10.9% in 2024 ($178K → $159K) for 3 participants.
- #388
- in Finance & Insurance (8,549 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bdm Mortgage Services, Inc. Profit Sharing Plan among the smaller filed plans by assets
Bdm Mortgage Services, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$158,741 9th percentile higher than 9% 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
Bdm Mortgage Services, Inc. Profit Sharing 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. Bdm Mortgage Services, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bdm Mortgage Services, Inc. Profit Sharing Plan reported net income fell from $12K in the plan year 2023 filing to -$19K in the plan year 2024 filing.
- Bdm Mortgage Services, Inc. Profit Sharing Plan end-of-year assets fell from $178K in the plan year 2023 filing to $159K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 954541777 · Bdm Mortgage Services, Inc. PY 2024 · Profit Sharing
Bdm Mortgage Services, Inc. Profit Sharing Plan · $159K · 3 · 9th
- PCT $159K
- PCT 3
- PCT 9th
- PCT Profit Sharing
- PCT near The Brown Dog Sign Company Retirement Plan
- PCT ind #388
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 California →
Bdm Mortgage Services, Inc. Profit Sharing Plan in the asset neighbourhood
Bdm Mortgage Services, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Bdm Mortgage Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $159K 4.525880216039359% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $166K |
| 2023 | 1 | 3 | $178K |
| 2024 | 1 | 3 | $159K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $178K |
|---|---|
| Net Assets (End of Year) | $159K |
| Net Income | -$19K |
| Employer EIN | 954541777 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Bdm Mortgage Services, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is The Brown Dog Sign Company Retirement Plan in PA ($159K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159K here).
- The Brown Dog Sign Company Retirement Plan (PA) $159K · 2
- Passide Foods, Inc. Profit Sharing Plan (FL) $159K · 2
- Lasker IRA Corp. Profit Sharing Plan (NY) $159K · 1
- J. Vega Ramirez Retirement Plan (PR) $159K · 1
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Dick & Jane, Inc. Profit Sharing Plan & Trust (CO) 3 · 0 off
- Amm Restaurant Corp. Retirement Plan (MO) 3 · 0 off
- Ansonics Money Purchase Plan (OR) 3 · 0 off
- Aatc8 Inc. Retirement Plan (MD) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.