401(k) · DOL Form 5500 · 2024
A&d Mortgage LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $8,737
- Avg per participant Low balance/head
Official DOL plan name: A&d Mortgage LLC · Sponsored by A&d Mortgage LLC · Florida · Finance & Insurance
$2M in assets, 180 participants
A&d Mortgage LLC's A&d Mortgage LLC reported $2M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #1,418 in Finance & Insurance (8,549 peers)
Coverage in Florida
A&d Mortgage LLC covers 180 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $2M.
- #1,418
- in Finance & Insurance (8,549 peers)
- +19.6%
- assets growth YoY
A&d Mortgage LLC among the smaller filed plans by assets
A&d Mortgage LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,572,572 27th percentile higher than 27% 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
A&d Mortgage LLC 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. A&d Mortgage LLC sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- A&d Mortgage LLC reported net income fell from $411K in the plan year 2023 filing to $217K in the plan year 2024 filing.
- A&d Mortgage LLC end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- A&d Mortgage LLC reported participants rose from 156 in the plan year 2023 filing to 180 in the plan year 2024 filing.
DOL schedule card
Filing strip 800832417 · A&d Mortgage LLC PY 2024 · 401(k)
A&d Mortgage LLC · $2M · 180 · 27th
- IND $2M
- EOY 180
- 5500 27th
- ASSETS 401(k)
- PCT near The Carolina Center for Aba and Autism Treatment 401(k) Plan
- EIN ind #1418
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 Florida →
A&d Mortgage LLC in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $217K |
| Employer EIN | 800832417 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A&d Mortgage LLC)
Sponsor-wide plan assets over time
All A&d Mortgage LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 75.577089048399% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $896K |
| 2023 | 1 | 156 | $1M |
| 2024 | 1 | 180 | $2M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
A&d Mortgage LLC's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is The Carolina Center for Aba and Autism Treatment 401(k) Plan in NC ($2M); by covered participants it is Costello, Inc. 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (180 participants); asset peers above are excluded.
- Costello, Inc. 401(k) Plan (TX) 180 · 0 off
- Foundation for Educational Services, Inc. 401(k) Plan (NE) 180 · 0 off
- Arl Bio Pharma, Inc./Dna Solutions, Inc. 401(k) Savings Plan (OK) 180 · 0 off
- Murcor, Inc. 401(k) Profit Sharing Plan (CA) 180 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.