401(k) · DOL Form 5500 · 2024

Advisors Mortgage Group 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
260
Participants Below avg headcount
62nd
Percentile by assets National rank
$50,475
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Advisors Mortgage Group 401(k) Plan · Sponsored by Advisors Mortgage Group · New Jersey · Professional & Technical Services

$13M in assets, 260 participants

Advisors Mortgage Group's Advisors Mortgage Group 401(k) Plan reported $13M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,202 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Advisors Mortgage Group 401(k) Plan covers 260 participants in New Jersey, about 31% of the average New Jersey filer (state average ~844 per filing). Assets: $13M.

#12,202
in Professional & Technical Services (20,173 peers)
+19.7%
assets growth YoY

Advisors Mortgage Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Advisors Mortgage Group 401(k) Plan vs every filed plan by assets

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

$13,123,499 Top 38% higher than 62% 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

Advisors Mortgage Group 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. Advisors Mortgage Group 401(k) Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advisors Mortgage Group 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Advisors Mortgage Group 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Advisors Mortgage Group 401(k) Plan reported participants fell from 294 in the plan year 2023 filing to 260 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 223626426 · Advisors Mortgage Group PY 2024 · 401(k)

Advisors Mortgage Group 401(k) Plan · $13M · 260 · 62nd

  • TYPE $13M
  • NET 260
  • BOOK 62nd
  • VS-ST 401(k)
  • BOY near American Outcomes Management, L.P 401(k) Plan
  • SCH ind #12202

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Advisors Mortgage Group 401(k) Plan in the asset neighbourhood

Security State Bank Retirement and 401(k) Savings Plan and TrustSecurity State Bank Retireme…$13MThe Vollrath Company LLC Kewaunee Plant Employees Savings & Profit Sharing PlanThe Vollrath Company LLC Kew…$13MAdvisors Mortgage Group 401(k) PlanAdvisors Mortgage Group 401(…$13MAmerican Outcomes Management, L.P 401(k) PlanAmerican Outcomes Management…$13MViceroy Hotel Management, LLC 401(k) PlanViceroy Hotel Management, LL…$13M
End-of-year total assets ($M) among Advisors Mortgage Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN223626426
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advisors Mortgage Group)

Sponsor-wide plan assets over time

All Advisors Mortgage Group plans reported in each filing year

Latest sponsor-wide plan assets
$13M 57.73440089769253% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.32M $13.1M ▲ +57.7%
Year Plans Participants Total Assets
2022 1 338 $8M
2023 1 294 $11M
2024 1 260 $13M

Nearby 401(k) Plans in New Jersey

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

Advisors Mortgage Group 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Advisors Mortgage Group 401(k) Plan, Total assets ($B): 0.013123499 · Participants: 260Advisors Mortgage Group 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Advisors Mortgage Group 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Advisors Mortgage Group 401(k) Plan side-by-side with 3 peers →

Advisors Mortgage Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is American Outcomes Management, L.P 401(k) Plan in TX ($13M); by covered participants it is Keystone Natural Holdings 401(k) Plan in PA (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Advisors Mortgage Group 401(k) Plan assets move in 2024? ▼
Advisors Mortgage Group 401(k) Plan grew sharply - up 19.7% during 2024, from $11M to $13M. Reported net income was $2M.
How have Advisors Mortgage Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisors Mortgage Group's sponsor-wide assets grew 57.7%, from $8M to $13M.
Which 401(k) plans are similar in size to Advisors Mortgage Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Outcomes Management, L.P 401(k) Plan in TX ($13M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Advisors Mortgage Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone Natural Holdings 401(k) Plan in PA (260 participants, $2M 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 223626426.

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.