401(k) · DOL Form 5500 · 2024

Success Mortgage Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
382
Participants Below avg headcount
54th
Percentile by assets National rank
$23,902
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Success Mortgage Partners, Inc. 401(k) Plan · Sponsored by Success Mortgage Partners, Inc. · Michigan · Real Estate

$9M in assets, 382 participants

Success Mortgage Partners, Inc.'s Success Mortgage Partners, Inc. 401(k) Plan reported $9M in total assets and 382 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,313 in Real Estate (4,605 peers)

Success Mortgage Partners, Inc. multi-year trail

Success Mortgage Partners, Inc.'s plans moved +34.9% in assets from 2022 to 2024; this filing shows Success Mortgage Partners, Inc. 401(k) Plan at $9M / 382 participants.

#3,313
in Real Estate (4,605 peers)
+13.8%
assets growth YoY

Success Mortgage Partners, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Success Mortgage Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$9,130,583 Top 46% higher than 54% 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

Success Mortgage Partners, Inc. 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. Success Mortgage Partners, Inc. 401(k) Plan sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Success Mortgage Partners, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Success Mortgage Partners, Inc. 401(k) Plan reported participants fell from 442 in the plan year 2023 filing to 382 in the plan year 2024 filing.
  • Success Mortgage Partners, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 010759540 · Success Mortgage Partners, Inc. PY 2024 · 401(k)

Success Mortgage Partners, Inc. 401(k) Plan · $9M · 382 · 54th

  • 5500 $9M
  • ASSETS 382
  • PCT 54th
  • EIN 401(k)
  • RANK near Greenpoint Metals, Inc. 401(k) Plan
  • PHOTO ind #3313

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 Michigan →

Success Mortgage Partners, Inc. 401(k) Plan in the asset neighbourhood

Success Mortgage Partners, Inc. 401(k) PlanSuccess Mortgage Partners, I…$9MGreenpoint Metals, Inc. 401(k) PlanGreenpoint Metals, Inc. 401(…$9MOrion Project Services 401(k) PlanOrion Project Services 401(k…$9MMuncy Homes, Inc. 401(k) Plan$9MThe L.C. Doane Company 401(k) Savings and Retirement PlanThe L.C. Doane Company 401(k…$9M
End-of-year total assets ($M) among Success Mortgage Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Success Mortgage Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Success Mortgage Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 34.8737054132751% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.77M $9.13M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 761 $7M
2023 1 442 $8M
2024 1 382 $9M

Success Mortgage Partners, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN010759540
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Success Mortgage Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Success Mortgage Partners, Inc. 401(k) Plan, Total assets ($B): 0.009130583 · Participants: 382Success Mortgage Partners, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Success Mortgage Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Success Mortgage Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Success Mortgage Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Greenpoint Metals, Inc. 401(k) Plan in OH ($9M); by covered participants it is United Medical Systems 401(k) Profit Sharing Plan and Trust in MA (382 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (382 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 Success Mortgage Partners, Inc. 401(k) Plan assets move in 2024? ▼
Success Mortgage Partners, Inc. 401(k) Plan grew at a solid clip - up 13.8% during 2024, from $8M to $9M. Reported net income was $1M.
How have Success Mortgage Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Success Mortgage Partners, Inc.'s sponsor-wide assets grew 34.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Success Mortgage Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greenpoint Metals, Inc. 401(k) Plan in OH ($9M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Success Mortgage Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United Medical Systems 401(k) Profit Sharing Plan and Trust in MA (382 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 010759540.

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.