401(k) · DOL Form 5500 · 2024
American Portfolio Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 245
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $39,502
- Avg per participant Low balance/head
Official DOL plan name: American Portfolio Mortgage Corporation 401(k) Plan · Sponsored by American Portfolio Mortgage Corporation · Illinois · Real Estate
$10M in assets, 245 participants
American Portfolio Mortgage Corporation's American Portfolio Mortgage Corporation 401(k) Plan reported $10M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #3,363 in Real Estate (4,605 peers)
Coverage in Illinois
American Portfolio Mortgage Corporation 401(k) Plan covers 245 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $10M.
- #3,363
- in Real Estate (4,605 peers)
- +40.0%
- assets growth YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Portfolio Mortgage Corporation 401(k) Plan's mid-pack asset rank among Real Estate and all filers
American Portfolio Mortgage Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,677,964 Top 45% higher than 55% 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
American Portfolio Mortgage Corporation 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. American Portfolio Mortgage Corporation 401(k) Plan sits mid-pack in the medium band (245 participants).
Published 5500 schedule card
Filing strip 364078960 · American Portfolio Mortgage Corporation PY 2024 · 401(k)
American Portfolio Mortgage Corporation 401(k) Plan · $10M · 245 · 55th
- ASSETS $10M
- PCT 245
- EIN 55th
- RANK 401(k)
- PHOTO near Liberty Management Union 401(k) Plan
- IND ind #3363
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 Illinois →
American Portfolio Mortgage Corporation 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 364078960 |
| Plan Effective Date | 2013-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Portfolio Mortgage Corporation)
Sponsor-wide plan assets over time
All American Portfolio Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 167.46292316671975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $4M |
| 2023 | 2 | 296 | $4M |
| 2024 | 1 | 245 | $10M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
American Portfolio Mortgage Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Liberty Management Union 401(k) Plan in NY ($10M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Liberty Management Union 401(k) Plan (NY) $10M · 463
- Journal Publishing Co. 401(k) Savings Plan (MS) $10M · 117
- Custom Decorators, Inc. 401(k) Plan (OR) $10M · 128
- Center for Popular Democracy Inc Retirement Plan (NY) $10M · 105
Similar participant headcount
Nearest other-state filings by covered participants (245 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.