401(k) · DOL Form 5500 · 2024
Stockton Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 309
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $62,155
- Avg per participant Low balance/head
Official DOL plan name: Stockton Mortgage Corporation 401(k) Plan · Sponsored by Stockton Mortgage Corporation · Kentucky · Finance & Insurance
$19M in assets, 309 participants
Stockton Mortgage Corporation's Stockton Mortgage Corporation 401(k) Plan reported $19M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #4,638 in Finance & Insurance (8,549 peers)
Coverage in Kentucky
Stockton Mortgage Corporation 401(k) Plan covers 309 participants in Kentucky, about 48% of the average Kentucky filer (state average ~647 per filing). Assets: $19M.
- #4,638
- in Finance & Insurance (8,549 peers)
- +24.9%
- assets growth YoY
Stockton Mortgage Corporation 401(k) Plan's outsized position by total assets
Stockton Mortgage Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,205,842 Top 31% higher than 69% 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
Stockton Mortgage Corporation 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. Stockton Mortgage Corporation 401(k) Plan sits mid-pack in the medium band (309 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stockton Mortgage Corporation 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Stockton Mortgage Corporation 401(k) Plan reported participants rose from 239 in the plan year 2023 filing to 309 in the plan year 2024 filing.
- Stockton Mortgage Corporation 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 611392032 · Stockton Mortgage Corporation PY 2024 · 401(k)
Stockton Mortgage Corporation 401(k) Plan · $19M · 309 · 69th
- 5500 $19M
- ASSETS 309
- PCT 69th
- EIN 401(k)
- RANK near Peruvian Connection, LLC 401(k) & Profit Sharing Plan
- PHOTO ind #4638
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 Kentucky →
Stockton Mortgage Corporation 401(k) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 611392032 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stockton Mortgage Corporation)
Sponsor-wide plan assets over time
All Stockton Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 37.60170562750899% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 361 | $14M |
| 2023 | 2 | 351 | $15M |
| 2024 | 1 | 309 | $19M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Stockton Mortgage Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Peruvian Connection, LLC 401(k) & Profit Sharing Plan in KS ($19M); by covered participants it is Forddirect Retirement Savings Plan in MI (309 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Peruvian Connection, LLC 401(k) & Profit Sharing Plan (KS) $19M · 130
- Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan (PA) $19M · 208
- Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings (VA) $19M · 70
- Sundance Institute 401(k) Retirement Plan (UT) $19M · 159
Similar participant headcount
Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.
- Forddirect Retirement Savings Plan (MI) 309 · 0 off
- Bueno Foods 401(k) Plan (NM) 309 · 0 off
- Bank of Ann Arbor Employees 401(k) Profit Sharing Plan (MI) 309 · 0 off
- Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan (IA) 309 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.