401(k) · DOL Form 5500 · 2024

Compass Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
137
Participants Small participant base
67th
Percentile by assets National rank
$122,016
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Compass Mortgage, Inc. 401(k) Plan · Sponsored by Compass Mortgage, Inc. · Illinois · Finance & Insurance

$17M in assets, 137 participants

Compass Mortgage, Inc.'s Compass Mortgage, Inc. 401(k) Plan reported $17M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,361 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Compass Mortgage, Inc. 401(k) Plan covers 137 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $17M.

#4,361
in Finance & Insurance (8,549 peers)
+9.4%
assets growth YoY

Compass Mortgage, Inc. 401(k) Plan's outsized position by total assets

Compass Mortgage, Inc. 401(k) Plan vs every filed plan by assets

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

$16,716,206 Top 33% higher than 67% 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

Compass Mortgage, 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. Compass Mortgage, Inc. 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Compass Mortgage, Inc. 401(k) Plan reported net income rose from $746K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Compass Mortgage, Inc. 401(k) Plan reported participants fell from 166 in the plan year 2023 filing to 137 in the plan year 2024 filing.
  • Compass Mortgage, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364322204 · Compass Mortgage, Inc. PY 2024 · 401(k)

Compass Mortgage, Inc. 401(k) Plan · $17M · 137 · 67th

  • NET $17M
  • BOOK 137
  • VS-ST 67th
  • BOY 401(k)
  • SCH near Golding Barge Line, Inc. 401(k) Plan
  • EBSA ind #4361

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 Illinois →

Compass Mortgage, Inc. 401(k) Plan in the asset neighbourhood

Compass Mortgage, Inc. 401(k) PlanCompass Mortgage, Inc. 401(k…$17MGolding Barge Line, Inc. 401(k) PlanGolding Barge Line, Inc. 401…$17MMarin Software Incorporated 401(k) PlanMarin Software Incorporated …$17MBancroft Construction Company, Inc. Cash or Deferred Profit Sharing PlanBancroft Construction Compan…$17MWg&r Employees' Savings and Retirement PlanWg&r Employees' Savings and …$17M
End-of-year total assets ($M) among Compass Mortgage, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN364322204
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Compass Mortgage, Inc.)

Sponsor-wide plan assets over time

All Compass Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 15.059654281524432% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.5M $16.7M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 334 $15M
2023 1 166 $15M
2024 1 137 $17M

Nearby 401(k) Plans in Illinois

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

Compass Mortgage, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Compass Mortgage, Inc. 401(k) Plan, Total assets ($B): 0.016716206 · Participants: 137Compass Mortgage, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Compass Mortgage, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Compass Mortgage, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Golding Barge Line, Inc. 401(k) Plan in MS ($17M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Compass Mortgage, Inc. 401(k) Plan assets move in 2024? ▼
Compass Mortgage, Inc. 401(k) Plan grew at a solid clip - up 9.4% during 2024, from $15M to $17M. Reported net income was $1M.
How have Compass Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compass Mortgage, Inc.'s sponsor-wide assets grew 15.1%, from $15M to $17M.
Which 401(k) plans are similar in size to Compass Mortgage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golding Barge Line, Inc. 401(k) Plan in MS ($17M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Compass Mortgage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K 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 364322204.

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.