401(k) · DOL Form 5500 · 2024

Northstar Mortgage Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
43rd
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Northstar Mortgage Company Profit Sharing Plan · Sponsored by Northstar Mortgage Company · Florida · Finance & Insurance

$5M in assets, 2 participants

Northstar Mortgage Company's Northstar Mortgage Company Profit Sharing Plan reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,495 in Finance & Insurance (8,549 peers)

Northstar Mortgage Company multi-year trail

Northstar Mortgage Company's plans moved +19.4% in assets from 2022 to 2024; this filing shows Northstar Mortgage Company Profit Sharing Plan at $5M / 2 participants.

#2,495
in Finance & Insurance (8,549 peers)
+11.4%
assets growth YoY

Northstar Mortgage Company Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Northstar Mortgage Company Profit Sharing Plan vs every filed plan by assets

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

$5,339,529 43rd percentile higher than 43% 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

Northstar Mortgage Company 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. Northstar Mortgage Company Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northstar Mortgage Company Profit Sharing Plan reported net income rose from $322K in the plan year 2023 filing to $547K in the plan year 2024 filing.
  • Northstar Mortgage Company Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 592373269 · Northstar Mortgage Company PY 2024 · 401(k)

Northstar Mortgage Company Profit Sharing Plan · $5M · 2 · 43rd

  • BOOK $5M
  • VS-ST 2
  • BOY 43rd
  • SCH 401(k)
  • EBSA near Gill Foundation 401(k) Plan
  • PART ind #2495

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 Florida →

Northstar Mortgage Company Profit Sharing Plan in the asset neighbourhood

Northstar Mortgage Company Profit Sharing PlanNorthstar Mortgage Company P…$5MGill Foundation 401(k) Plan$5MLittle Enterprises 401(k) PlanLittle Enterprises 401(k) Pl…$5MOxide Interactive 401(k) Plan$5MThe Greystone Programs, Inc. Retirement PlanThe Greystone Programs, Inc.…$5M
End-of-year total assets ($M) among Northstar Mortgage Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Northstar Mortgage Company multi-year asset trail

Sponsor-wide plan assets over time

All Northstar Mortgage Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.43919024717593% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.47M $5.34M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $5M

Northstar Mortgage Company filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$547K
Employer EIN592373269
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Northstar Mortgage Company Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Northstar Mortgage Company Profit Sharing Plan, Total assets ($B): 0.005339529 · Participants: 2Northstar Mortgage Company Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Northstar Mortgage Company Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Northstar Mortgage Company Profit Sharing Plan side-by-side with 3 peers →

Northstar Mortgage Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Gill Foundation 401(k) Plan in CO ($5M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Northstar Mortgage Company Profit Sharing Plan assets move in 2024? ▼
Northstar Mortgage Company Profit Sharing Plan grew at a solid clip - up 11.4% during 2024, from $5M to $5M. Reported net income was $547K.
How have Northstar Mortgage Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northstar Mortgage Company's sponsor-wide assets grew 19.4%, from $4M to $5M.
Which 401(k) plans are similar in size to Northstar Mortgage Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gill Foundation 401(k) Plan in CO ($5M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Northstar Mortgage Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 592373269.

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.