401(k) · DOL Form 5500 · 2024
Premium Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 194
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $78,636
- Avg per participant Below avg balance/head
Official DOL plan name: Premium Mortgage Corporation 401(k) Plan · Sponsored by Premium Mortgage Corporation · New York · Finance & Insurance
$15M in assets, 194 participants
Premium Mortgage Corporation's Premium Mortgage Corporation 401(k) Plan reported $15M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #4,169 in Finance & Insurance (8,549 peers)
Coverage in New York
Premium Mortgage Corporation 401(k) Plan covers 194 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $15M.
- #4,169
- in Finance & Insurance (8,549 peers)
- +18.4%
- assets growth YoY
Premium Mortgage Corporation 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Premium Mortgage Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,255,362 Top 35% higher than 65% 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
Premium 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. Premium Mortgage Corporation 401(k) Plan sits mid-pack in the medium band (194 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Premium Mortgage Corporation 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Premium Mortgage Corporation 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Premium Mortgage Corporation 401(k) Plan reported participants fell from 207 in the plan year 2023 filing to 194 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 161566654 · Premium Mortgage Corporation PY 2024 · 401(k)
Premium Mortgage Corporation 401(k) Plan · $15M · 194 · 65th
- EIN $15M
- RANK 194
- PHOTO 65th
- IND 401(k)
- EOY near Cgr Products Inc. Employees' Profit Sharing Plan and Trust
- 5500 ind #4169
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 New York →
Premium Mortgage Corporation 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 161566654 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Premium Mortgage Corporation)
Sponsor-wide plan assets over time
All Premium Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 38.75468826004022% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 238 | $11M |
| 2023 | 1 | 207 | $13M |
| 2024 | 1 | 194 | $15M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Premium Mortgage Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Cgr Products Inc. Employees' Profit Sharing Plan and Trust in NC ($15M); by covered participants it is Teamsnap Retirement Savings Plan in IL (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Cgr Products Inc. Employees' Profit Sharing Plan and Trust (NC) $15M · 121
- Horwith Trucks, Inc. 401(k) Retirement Plan (PA) $15M · 145
- Sezzle 401(k) Plan (MN) $15M · 224
- Lykes Retirement Savings Plan (FL) $15M · 97
Similar participant headcount
Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.
- Teamsnap Retirement Savings Plan (IL) 194 · 0 off
- Aphl 401(k) Pension Plan (MD) 194 · 0 off
- Bankprov 401(k) Plan (MA) 194 · 0 off
- Naberhaus Therapy Inc 401(k) Profit Sharing Plan & Trust (MI) 194 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.