401(k) · DOL Form 5500 · 2024

Sfmc, LP Dba Service First Mortgage Company 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
216
Participants Below avg headcount
72nd
Percentile by assets National rank
$100,658
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sfmc 401(k) Plan · Sponsored by Sfmc, LP Dba Service First Mortgage Company · Texas · Real Estate

$22M in assets, 216 participants

Sfmc, LP Dba Service First Mortgage Company's Sfmc 401(k) Plan reported $22M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #3,941 in Real Estate (4,605 peers)

Coverage in Texas

Sfmc 401(k) Plan covers 216 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#3,941
in Real Estate (4,605 peers)
+12.8%
assets growth YoY

Sfmc 401(k) Plan's outsized position by total assets

Sfmc 401(k) Plan vs every filed plan by assets

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

$21,742,052 Top 28% higher than 72% 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

Sfmc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sfmc 401(k) Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sfmc 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sfmc 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Sfmc 401(k) Plan reported participants fell from 234 in the plan year 2023 filing to 216 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752700008 · Sfmc, LP Dba Service First Mortgage Company PY 2024 · 401(k)

Sfmc 401(k) Plan · $22M · 216 · 72nd

  • NET $22M
  • BOOK 216
  • VS-ST 72nd
  • BOY 401(k)
  • SCH near Vesco Oil Corporation 401(k) Plan
  • EBSA ind #3941

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 Real Estate retirement plans → · Plans in Texas →

Sfmc 401(k) Plan in the asset neighbourhood

Sfmc 401(k) Plan$22MVesco Oil Corporation 401(k) PlanVesco Oil Corporation 401(k)…$22MGenomatica, Inc. 401(k) Plan$22MCorporate Group, Inc. 401(k) PlanCorporate Group, Inc. 401(k)…$22MGreater Boston Urology, LLC 401(k) Profit Sharing PlanGreater Boston Urology, LLC …$22M
End-of-year total assets ($M) among Sfmc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN752700008
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sfmc, LP Dba Service First Mortgage Company)

Sponsor-wide plan assets over time

All Sfmc, LP Dba Service First Mortgage Company plans reported in each filing year

Latest sponsor-wide plan assets
$22M 22.3635961799372% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.8M $21.7M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 335 $18M
2023 1 234 $19M
2024 1 216 $22M

Nearby 401(k) Plans in Texas

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

Sfmc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sfmc 401(k) Plan, Total assets ($B): 0.021742052 · Participants: 216Sfmc 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Sfmc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sfmc 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Vesco Oil Corporation 401(k) Plan in MI ($22M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Sfmc 401(k) Plan assets move in 2024? ▼
Sfmc 401(k) Plan grew at a solid clip - up 12.8% during 2024, from $19M to $22M. Reported net income was $2M.
How have Sfmc, LP Dba Service First Mortgage Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sfmc, LP Dba Service First Mortgage Company's sponsor-wide assets grew 22.4%, from $18M to $22M.
Which 401(k) plans are similar in size to Sfmc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vesco Oil Corporation 401(k) Plan in MI ($22M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Sfmc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Garden of Life 401(k) Plan in FL (216 participants, N/A 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 752700008.

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.