401(k) · DOL Form 5500 · 2024

First State Mortgage Services, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
89
Participants Small participant base
63rd
Percentile by assets National rank
$159,900
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First State Mortgage Services 401(k) Plan · Sponsored by First State Mortgage Services, LLC · Illinois · Finance & Insurance

$14M in assets, 89 participants

First State Mortgage Services, LLC's First State Mortgage Services 401(k) Plan reported $14M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,048 in Finance & Insurance (8,549 peers)

First State Mortgage Services, LLC multi-year trail

First State Mortgage Services, LLC's plans moved +21.3% in assets from 2022 to 2024; this filing shows First State Mortgage Services 401(k) Plan at $14M / 89 participants.

#4,048
in Finance & Insurance (8,549 peers)
+8.4%
assets growth YoY

First State Mortgage Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

First State Mortgage Services 401(k) Plan vs every filed plan by assets

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

$14,231,142 Top 37% higher than 63% 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

First State Mortgage Services 401(k) 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. First State Mortgage Services 401(k) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First State Mortgage Services 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • First State Mortgage Services 401(k) Plan reported participants fell from 106 in the plan year 2023 filing to 89 in the plan year 2024 filing.
  • First State Mortgage Services 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 412181683 · First State Mortgage Services, LLC PY 2024 · 401(k)

First State Mortgage Services 401(k) Plan · $14M · 89 · 63rd

  • VS-ST $14M
  • VS-ST 89
  • VS-ST 63rd
  • VS-ST 401(k)
  • VS-ST near Udelhoven 401(k) Plan & Trust
  • VS-ST ind #4048

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 →

First State Mortgage Services 401(k) Plan in the asset neighbourhood

First State Mortgage Services 401(k) PlanFirst State Mortgage Service…$14MUdelhoven 401(k) Plan & Trust$14MAdvanced Ear Nose & Throat Specialists, S.C. Profit Sharing 401(k) PlanAdvanced Ear Nose & Throat S…$14MPinnacle Services, Inc. 401(k) PlanPinnacle Services, Inc. 401(…$14MAllen & Gooch 401(k) Profit Sharing PlanAllen & Gooch 401(k) Profit …$14M
End-of-year total assets ($M) among First State Mortgage Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

First State Mortgage Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All First State Mortgage Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.27709618266018% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.7M $14.2M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 107 $12M
2023 1 106 $13M
2024 1 89 $14M

First State Mortgage Services, LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN412181683
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

First State Mortgage Services 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants First State Mortgage Services 401(k) Plan, Total assets ($B): 0.014231142 · Participants: 89First State Mortgage Services 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
First State Mortgage Services 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare First State Mortgage Services 401(k) Plan side-by-side with 3 peers →

First State Mortgage Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Udelhoven 401(k) Plan & Trust in AK ($14M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 First State Mortgage Services 401(k) Plan assets move in 2024? ▼
First State Mortgage Services 401(k) Plan grew at a solid clip - up 8.4% during 2024, from $13M to $14M. Reported net income was $1M.
How have First State Mortgage Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Mortgage Services, LLC's sponsor-wide assets grew 21.3%, from $12M to $14M.
Which 401(k) plans are similar in size to First State Mortgage Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Udelhoven 401(k) Plan & Trust in AK ($14M, 318 participants).
Which 401(k) plans cover a similar participant headcount to First State Mortgage Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants, $20M 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 412181683.

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.