401(k) · DOL Form 5500 · 2024
Emortgage, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $8.0M
- Avg per participant High balance/head
Official DOL plan name: New Horizons 401(k) Profit Sharing Plan · Sponsored by Emortgage, Inc. · Arizona · Real Estate
$16M in assets, 2 participants
Emortgage, Inc.'s New Horizons 401(k) Profit Sharing Plan reported $16M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #3,737 in Real Estate (4,605 peers)
Emortgage, Inc. multi-year trail
Emortgage, Inc.'s plans moved +39.7% in assets from 2022 to 2024; this filing shows New Horizons 401(k) Profit Sharing Plan at $16M / 2 participants.
- #3,737
- in Real Estate (4,605 peers)
- +3.7%
- assets growth YoY
New Horizons 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
New Horizons 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,934,846 Top 34% higher than 66% 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
New Horizons 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. New Horizons 401(k) 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
- New Horizons 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $575K in the plan year 2024 filing.
- New Horizons 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
DOL schedule card
Filing strip 860983256 · Emortgage, Inc. PY 2024 · 401(k)
New Horizons 401(k) Profit Sharing Plan · $16M · 2 · 66th
- PART $16M
- PART 2
- PART 66th
- PART 401(k)
- PART near Bamboo Rose, LLC 401(k) Plan
- PART ind #3737
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 Arizona →
New Horizons 401(k) Profit Sharing Plan in the asset neighbourhood
Emortgage, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Emortgage, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 39.722444621896535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $11M |
| 2023 | 1 | 2 | $15M |
| 2024 | 1 | 2 | $16M |
Emortgage, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $575K |
| Employer EIN | 860983256 |
| Plan Effective Date | 2002-01-01 |
| 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
New Horizons 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Bamboo Rose, LLC 401(k) Plan in MA ($16M); 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 ($16M here).
- Bamboo Rose, LLC 401(k) Plan (MA) $16M · 93
- Kerridge Commercial Systems Retirement Savings Plan (NC) $16M · 147
- Chief Container Company, Inc. 401(k) Plan (GA) $16M · 145
- Mcgrory Glass, Inc. 401(k) Plan (NJ) $16M · 155
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.