401(k) · DOL Form 5500 · 2024

Wall Street Mortgage Bankers 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
39
Participants Small participant base
48th
Percentile by assets National rank
$173,091
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Power Express 401(k) Retirement Plan · Sponsored by Wall Street Mortgage Bankers · New York · Finance & Insurance

$7M in assets, 39 participants

Wall Street Mortgage Bankers's Power Express 401(k) Retirement Plan reported $7M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,781 in Finance & Insurance (8,549 peers)

Wall Street Mortgage Bankers multi-year trail

Wall Street Mortgage Bankers's plans moved +65.1% in assets from 2022 to 2024; this filing shows Power Express 401(k) Retirement Plan at $7M / 39 participants.

#2,781
in Finance & Insurance (8,549 peers)
+36.0%
assets growth YoY

Power Express 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Power Express 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,750,568 48th percentile higher than 48% of 123,620 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 2024

Power Express 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Power Express 401(k) Retirement Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Power Express 401(k) Retirement Plan reported net income rose from $874K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Power Express 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 113019327 · Wall Street Mortgage Bankers PY 2024 · 401(k)

Power Express 401(k) Retirement Plan · $7M · 39 · 48th

  • BOOK $7M
  • VS-ST 39
  • BOY 48th
  • SCH 401(k)
  • EBSA near Freedom Senior Services 401(k) Profit Sharing Plan & Trust
  • PART ind #2781

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 New York →

Power Express 401(k) Retirement Plan in the asset neighbourhood

Power Express 401(k) Retirement PlanPower Express 401(k) Retirem…$7MFreedom Senior Services 401(k) Profit Sharing Plan & TrustFreedom Senior Services 401(…$7MAtlantic Casting & Engineering Corp. Non-Union Employees Profit Sharing PlanAtlantic Casting & Engineeri…$7MPotts-Dupre, Hawkins & Kramer Chtd. Profit Sharing PlanPotts-Dupre, Hawkins & Krame…$7MHanwha International Corporation 401(k) PlanHanwha International Corpora…$7M
End-of-year total assets ($M) among Power Express 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wall Street Mortgage Bankers multi-year asset trail

Sponsor-wide plan assets over time

All Wall Street Mortgage Bankers plans reported in each filing year

Latest sponsor-wide plan assets
$7M 65.05923905535377% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.09M $6.75M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 42 $4M
2023 1 39 $5M
2024 1 39 $7M

Wall Street Mortgage Bankers filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN113019327
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Power Express 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Power Express 401(k) Retirement Plan, Total assets ($B): 0.006750568 · Participants: 39Power Express 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Power Express 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Power Express 401(k) Retirement Plan side-by-side with 3 peers →

Power Express 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Freedom Senior Services 401(k) Profit Sharing Plan & Trust in KY ($7M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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.

Frequently Asked Questions

How did Power Express 401(k) Retirement Plan assets move in 2024? ▼
Power Express 401(k) Retirement Plan surged - up 36.0% during 2024, from $5M to $7M. Reported net income was $2M.
How have Wall Street Mortgage Bankers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wall Street Mortgage Bankers's sponsor-wide assets grew 65.1%, from $4M to $7M.
Which 401(k) plans are similar in size to Power Express 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freedom Senior Services 401(k) Profit Sharing Plan & Trust in KY ($7M, 2,212 participants).
Which 401(k) plans cover a similar participant headcount to Power Express 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113019327.

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.