401(k) · DOL Form 5500 · 2024

River City Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
92
Participants Small participant base
30th
Percentile by assets National rank
$21,935
Avg per participant Low balance/head
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Official DOL plan name: River City Mortgage, LLC 401(k) P/S Plan · Sponsored by River City Mortgage, LLC · Ohio · Finance & Insurance

$2M in assets, 92 participants

River City Mortgage, LLC's River City Mortgage, LLC 401(k) P/S Plan reported $2M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,593 in Finance & Insurance (8,549 peers)

River City Mortgage, LLC multi-year trail

River City Mortgage, LLC's plans moved +25.8% in assets from 2022 to 2024; this filing shows River City Mortgage, LLC 401(k) P/S Plan at $2M / 92 participants.

#1,593
in Finance & Insurance (8,549 peers)
+10.3%
assets growth YoY

River City Mortgage, LLC 401(k) P/S Plan among the smaller filed plans by assets

River City Mortgage, LLC 401(k) P/S Plan vs every filed plan by assets

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

$2,018,058 30th percentile higher than 30% 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

River City Mortgage, LLC 401(k) P/S Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. River City Mortgage, LLC 401(k) P/S Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • River City Mortgage, LLC 401(k) P/S Plan reported net income fell from $225K in the plan year 2023 filing to $189K in the plan year 2024 filing.
  • River City Mortgage, LLC 401(k) P/S Plan reported participants fell from 104 in the plan year 2023 filing to 92 in the plan year 2024 filing.
  • River City Mortgage, LLC 401(k) P/S Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 263749357 · River City Mortgage, LLC PY 2024 · 401(k)

River City Mortgage, LLC 401(k) P/S Plan · $2M · 92 · 30th

  • ASSETS $2M
  • PCT 92
  • EIN 30th
  • RANK 401(k)
  • PHOTO near Astute Business Solutions Profit Sharing Plan
  • IND ind #1593

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 Ohio →

River City Mortgage, LLC 401(k) P/S Plan in the asset neighbourhood

River City Mortgage, LLC 401(k) P/S PlanRiver City Mortgage, LLC 401…$2MAstute Business Solutions Profit Sharing PlanAstute Business Solutions Pr…$2MB-Unlimited, Inc. 401(k) Profit Sharing PlanB-Unlimited, Inc. 401(k) Pro…$2MReynold's Iron Works, Inc. 401(k) Profit Sharing PlanReynold's Iron Works, Inc. 4…$2MSterling 401(k) Profit Sharing PlanSterling 401(k) Profit Shari…$2M
End-of-year total assets ($M) among River City Mortgage, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

River City Mortgage, LLC multi-year asset trail

Sponsor-wide plan assets over time

All River City Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 25.818090226060804% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.6M $2.02M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 181 $2M
2023 1 104 $2M
2024 1 92 $2M

River City Mortgage, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$189K
Employer EIN263749357
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

River City Mortgage, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants River City Mortgage, LLC 401(k) P/S Plan, Total assets ($B): 0.002018058 · Participants: 92River City Mortgage, LLC 401(k) P/S PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
River City Mortgage, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare River City Mortgage, LLC 401(k) P/S Plan side-by-side with 3 peers →

River City Mortgage, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Astute Business Solutions Profit Sharing Plan in CA ($2M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 River City Mortgage, LLC 401(k) P/S Plan assets move in 2024? ▼
River City Mortgage, LLC 401(k) P/S Plan grew at a solid clip - up 10.3% during 2024, from $2M to $2M. Reported net income was $189K.
How have River City Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), River City Mortgage, LLC's sponsor-wide assets grew 25.8%, from $2M to $2M.
Which 401(k) plans are similar in size to River City Mortgage, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astute Business Solutions Profit Sharing Plan in CA ($2M, 18 participants).
Which 401(k) plans cover a similar participant headcount to River City Mortgage, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 263749357.

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.