401(k) · DOL Form 5500 · 2024
Stress Free Mortgage 401(k) Plan
Data updated 2026-08-25
- $824K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $137,393
- Avg per participant Near avg balance/head
Official DOL plan name: Stress Free Mortgage Profit Sharing Plan · Sponsored by Stress Free Mortgage · California · Real Estate
$824K in assets, 6 participants
Stress Free Mortgage's Stress Free Mortgage Profit Sharing Plan reported $824K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,736 in Real Estate (4,605 peers)
Stress Free Mortgage multi-year trail
Stress Free Mortgage's plans moved +25.1% in assets from 2022 to 2024; this filing shows Stress Free Mortgage Profit Sharing Plan at $824K / 6 participants.
- #1,736
- in Real Estate (4,605 peers)
- +15.4%
- assets growth YoY
Stress Free Mortgage Profit Sharing Plan among the smaller filed plans by assets
Stress Free Mortgage Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$824,357 22nd percentile higher than 22% 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
Stress Free Mortgage 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. Stress Free Mortgage Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stress Free Mortgage Profit Sharing Plan reported net income rose from $55K in the plan year 2023 filing to $110K in the plan year 2024 filing.
- Stress Free Mortgage Profit Sharing Plan end-of-year assets rose from $715K in the plan year 2023 filing to $824K in the plan year 2024 filing.
- Stress Free Mortgage Profit Sharing Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 813872711 · Stress Free Mortgage PY 2024 · 401(k)
Stress Free Mortgage Profit Sharing Plan · $824K · 6 · 22nd
- SCH $824K
- SCH 6
- SCH 22nd
- SCH 401(k)
- SCH near Gm Kemp, Inc. 4014(k) Profit Sharing Plan
- SCH ind #1736
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 California →
Stress Free Mortgage Profit Sharing Plan in the asset neighbourhood
Stress Free Mortgage multi-year asset trail
Sponsor-wide plan assets over time
All Stress Free Mortgage plans reported in each filing year
- Latest sponsor-wide plan assets
- $824K 25.12704609481251% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $659K |
| 2023 | 1 | 7 | $715K |
| 2024 | 1 | 6 | $824K |
Stress Free Mortgage filing trail (2024)
| Total Assets (Beginning of Year) | $715K |
|---|---|
| Net Assets (End of Year) | $824K |
| Net Income | $110K |
| Employer EIN | 813872711 |
| Plan Effective Date | 2016-09-08 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Stress Free Mortgage Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Gm Kemp, Inc. 4014(k) Profit Sharing Plan in MI ($824K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($824K here).
- Gm Kemp, Inc. 4014(k) Profit Sharing Plan (MI) $824K · 6
- Cjb Auto Supply Inc 401(k) Plan (CO) $825K · 26
- Omega Advisors, Inc. 401(k) Plan (AL) $825K · N/A
- Silverback Brewing Company 401(k) Plan (KS) $825K · 6
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.