401(k) · DOL Form 5500 · 2024

Southeast Mortgage of Georgia, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
172
Participants Small participant base
56th
Percentile by assets National rank
$58,283
Avg per participant Low balance/head
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Official DOL plan name: Southeast Mortgage of Georgia, Inc. 401(k) Plan · Sponsored by Southeast Mortgage of Georgia, Inc. · Georgia · Finance & Insurance

$10M in assets, 172 participants

Southeast Mortgage of Georgia, Inc.'s Southeast Mortgage of Georgia, Inc. 401(k) Plan reported $10M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,385 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Southeast Mortgage of Georgia, Inc. 401(k) Plan covers 172 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $10M.

#3,385
in Finance & Insurance (8,549 peers)
+13.0%
assets growth YoY

Southeast Mortgage of Georgia, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Southeast Mortgage of Georgia, Inc. 401(k) Plan vs every filed plan by assets

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

$10,024,720 Top 44% higher than 56% 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

Southeast Mortgage of Georgia, Inc. 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. Southeast Mortgage of Georgia, Inc. 401(k) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southeast Mortgage of Georgia, Inc. 401(k) Plan reported participants fell from 198 in the plan year 2023 filing to 172 in the plan year 2024 filing.
  • Southeast Mortgage of Georgia, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Southeast Mortgage of Georgia, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 582059073 · Southeast Mortgage of Georgia, Inc. PY 2024 · 401(k)

Southeast Mortgage of Georgia, Inc. 401(k) Plan · $10M · 172 · 56th

  • PHOTO $10M
  • IND 172
  • EOY 56th
  • 5500 401(k)
  • ASSETS near Schaller Auto World, Inc. Salary Deferral 401(k) Profit Sharing P
  • PCT ind #3385

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 Georgia →

Southeast Mortgage of Georgia, Inc. 401(k) Plan in the asset neighbourhood

Angola Wire Products, Inc. 401(k) Profit Sharing PlanAngola Wire Products, Inc. 4…$10MSoutheast Mortgage of Georgia, Inc. 401(k) PlanSoutheast Mortgage of Georgi…$10MSchaller Auto World, Inc. Salary Deferral 401(k) Profit Sharing PSchaller Auto World, Inc. Sa…$10MEissmann Automotive 401(k) PlanEissmann Automotive 401(k) P…$10MSikand Engineering Associates Employee's Profit Sharing 401(k) PlanSikand Engineering Associate…$10M
End-of-year total assets ($M) among Southeast Mortgage of Georgia, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN582059073
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Mortgage of Georgia, Inc.)

Sponsor-wide plan assets over time

All Southeast Mortgage of Georgia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.748582762799575% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.79M $10M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 232 $8M
2023 1 198 $9M
2024 1 172 $10M

Nearby 401(k) Plans in Georgia

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

Southeast Mortgage of Georgia, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Southeast Mortgage of Georgia, Inc. 401(k) Plan, Total assets ($B): 0.01002472 · Participants: 172Southeast Mortgage of Georgia, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Southeast Mortgage of Georgia, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Southeast Mortgage of Georgia, Inc. 401(k) Plan side-by-side with 3 peers →

Southeast Mortgage of Georgia, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Schaller Auto World, Inc. Salary Deferral 401(k) Profit Sharing P in CT ($10M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Southeast Mortgage of Georgia, Inc. 401(k) Plan assets move in 2024? ▼
Southeast Mortgage of Georgia, Inc. 401(k) Plan grew at a solid clip - up 13.0% during 2024, from $9M to $10M. Reported net income was $1M.
How have Southeast Mortgage of Georgia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeast Mortgage of Georgia, Inc.'s sponsor-wide assets grew 28.7%, from $8M to $10M.
Which 401(k) plans are similar in size to Southeast Mortgage of Georgia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schaller Auto World, Inc. Salary Deferral 401(k) Profit Sharing P in CT ($10M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Southeast Mortgage of Georgia, Inc. 401(k) 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 (172 participants, $999K 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 582059073.

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.