401(k) · DOL Form 5500 · 2024

Cuso Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
31
Participants Small participant base
44th
Percentile by assets National rank
$179,340
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cuso Home Lending 401(k) Plan and Trust · Sponsored by Cuso Mortgage Corporation · Maine · Finance & Insurance

$6M in assets, 31 participants

Cuso Mortgage Corporation's Cuso Home Lending 401(k) Plan and Trust reported $6M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,546 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Cuso Home Lending 401(k) Plan and Trust holds $6M for 31 participants - about $179,340 per participant, in the lower half of filed plans by assets.

#2,546
in Finance & Insurance (8,549 peers)
-7.1%
assets change YoY

The plan reported a net loss of $422K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cuso Home Lending 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Cuso Home Lending 401(k) Plan and Trust vs every filed plan by assets

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

$5,559,542 44th percentile higher than 44% 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

Cuso Home Lending 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cuso Home Lending 401(k) Plan and Trust is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cuso Home Lending 401(k) Plan and Trust reported net income fell from $493K in the plan year 2023 filing to -$422K in the plan year 2024 filing.
  • Cuso Home Lending 401(k) Plan and Trust reported participants fell from 41 in the plan year 2023 filing to 31 in the plan year 2024 filing.
  • Cuso Home Lending 401(k) Plan and Trust end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 010479491 · Cuso Mortgage Corporation PY 2024 · 401(k)

Cuso Home Lending 401(k) Plan and Trust · $6M · 31 · 44th

  • EOY $6M
  • EOY 31
  • EOY 44th
  • EOY 401(k)
  • EOY near A.N. Abell Auction Co. Profit Sharing Plan Trust
  • EOY ind #2546

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 Maine →

Cuso Home Lending 401(k) Plan and Trust in the asset neighbourhood

Cuso Home Lending 401(k) Plan and TrustCuso Home Lending 401(k) Pla…$6MA.N. Abell Auction Co. Profit Sharing Plan TrustA.N. Abell Auction Co. Profi…$6MCal Ark International Inc 401(k) PlanCal Ark International Inc 40…$6MKeystone Community Living, Inc. 401(k) PlanKeystone Community Living, I…$6MThe Meth-Wick Community 401(k) PlanThe Meth-Wick Community 401(…$6M
End-of-year total assets ($M) among Cuso Home Lending 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$422K
Employer EIN010479491
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cuso Mortgage Corporation)

Sponsor-wide plan assets over time

All Cuso Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 1.2873480040831637% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M$6.2M 202220232024 $5.49M $5.56M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 55 $5M
2023 1 41 $6M
2024 1 31 $6M

Nearby 401(k) Plans in Maine

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

Cuso Home Lending 401(k) Plan and Trust vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Cuso Home Lending 401(k) Plan and Trust, Total assets ($B): 0.005559542 · Participants: 31Cuso Home Lending 401(k) Plan and TrustTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Cuso Home Lending 401(k) Plan and Trust vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Cuso Home Lending 401(k) Plan and Trust side-by-side with 3 peers →

Cuso Home Lending 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is A.N. Abell Auction Co. Profit Sharing Plan Trust in CA ($6M); by covered participants it is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Cuso Home Lending 401(k) Plan and Trust assets move in 2024? ▼
Cuso Home Lending 401(k) Plan and Trust pulled back noticeably - down 7.1% during 2024, from $6M to $6M. Reported net income was -$422K.
How have Cuso Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cuso Mortgage Corporation's sponsor-wide assets grew 1.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Cuso Home Lending 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is A.N. Abell Auction Co. Profit Sharing Plan Trust in CA ($6M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Cuso Home Lending 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants, $5M 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 010479491.

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.