401(k) · DOL Form 5500 · 2024

Spectrum Mortgage Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
33rd
Percentile by assets National rank
$692,567
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Spectrum Mortgage Group, Inc. · Florida · Finance & Insurance

$3M in assets, 4 participants

Spectrum Mortgage Group, Inc.'s Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,838 in Finance & Insurance (8,549 peers)

Spectrum Mortgage Group, Inc. multi-year trail

Spectrum Mortgage Group, Inc.'s plans moved +24.8% in assets from 2022 to 2024; this filing shows Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan at $3M / 4 participants.

#1,838
in Finance & Insurance (8,549 peers)
+10.1%
assets growth YoY

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,770,266 33rd percentile higher than 33% 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

Spectrum Mortgage Group, Inc. 401(k) 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. Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $295K in the plan year 2023 filing to $255K in the plan year 2024 filing.
  • Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 650244044 · Spectrum Mortgage Group, Inc. PY 2024 · 401(k)

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan · $3M · 4 · 33rd

  • BOY $3M
  • BOY 4
  • BOY 33rd
  • BOY 401(k)
  • BOY near New York Ama Communication Services, Inc. 401(k) Profit Sharing Plan
  • BOY ind #1838

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 →

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing PlanSpectrum Mortgage Group, Inc…$3MNew York Ama Communication Services, Inc. 401(k) Profit Sharing PlanNew York Ama Communication S…$3MInland Psychiatric Medical Group 401(k) PlanInland Psychiatric Medical G…$3MEbq Retirement Plan$3MSecurity Executive Council Inc 401(k) Profit Sharing Plan and TrustSecurity Executive Council I…$3M
End-of-year total assets ($M) among Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Spectrum Mortgage Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spectrum Mortgage Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.779449852035693% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.22M $2.77M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M
2024 1 4 $3M

Spectrum Mortgage Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$255K
Employer EIN650244044
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002770266 · Participants: 4Spectrum Mortgage Group, Inc. 401(k) 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
Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is New York Ama Communication Services, Inc. 401(k) Profit Sharing Plan in NY ($3M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.1% during 2024, from $3M to $3M. Reported net income was $255K.
How have Spectrum Mortgage Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spectrum Mortgage Group, Inc.'s sponsor-wide assets grew 24.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is New York Ama Communication Services, Inc. 401(k) Profit Sharing Plan in NY ($3M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Spectrum Mortgage Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 650244044.

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.