401(k) · DOL Form 5500 · 2024
Sir Mortgage & Finance of Arizona, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $3.5M
- Avg per participant High balance/head
Official DOL plan name: Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan · Sponsored by Sir Mortgage & Finance of Arizona, Inc. · Arizona · Finance & Insurance
$11M in assets, 3 participants
Sir Mortgage & Finance of Arizona, Inc.'s Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan reported $11M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #3,480 in Finance & Insurance (8,549 peers)
Sir Mortgage & Finance of Arizona, Inc. multi-year trail
Sir Mortgage & Finance of Arizona, Inc.'s plans moved +17.8% in assets from 2022 to 2024; this filing shows Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan at $11M / 3 participants.
- #3,480
- in Finance & Insurance (8,549 peers)
- +6.8%
- assets growth YoY
Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,512,652 Top 43% higher than 57% 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
Sir Mortgage & Finance of Arizona Profit Sharing Plan 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. Sir Mortgage & Finance of Arizona Profit Sharing Plan 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
- Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan reported net income fell from $915K in the plan year 2023 filing to $673K in the plan year 2024 filing.
- Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 721533444 · Sir Mortgage & Finance of Arizona, Inc. PY 2024 · 401(k)
Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan · $11M · 3 · 57th
- 5500 $11M
- 5500 3
- 5500 57th
- 5500 401(k)
- 5500 near Womens Health Center of Southe 401(k) Profit Sharing Plan & Trust
- 5500 ind #3480
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 Arizona →
Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan in the asset neighbourhood
Sir Mortgage & Finance of Arizona, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sir Mortgage & Finance of Arizona, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 17.792658561752546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $9M |
| 2023 | 1 | 3 | $10M |
| 2024 | 1 | 3 | $11M |
Sir Mortgage & Finance of Arizona, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $673K |
| Employer EIN | 721533444 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Sir Mortgage & Finance of Arizona Profit Sharing Plan Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Womens Health Center of Southe 401(k) Profit Sharing Plan & Trust in OR ($11M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.