401(k) · DOL Form 5500 · 2024
Total Mortgage Services, L.L.C 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 395
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $40,563
- Avg per participant Low balance/head
Official DOL plan name: Total Mortgage Services, LLC 401(k) Profit Sharing Plan · Sponsored by Total Mortgage Services, L.L.C · Connecticut · Finance & Insurance
$16M in assets, 395 participants
Total Mortgage Services, L.L.C's Total Mortgage Services, LLC 401(k) Profit Sharing Plan reported $16M in total assets and 395 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #4,274 in Finance & Insurance (8,549 peers)
Total Mortgage Services, L.L.C multi-year trail
Total Mortgage Services, L.L.C's plans moved +54.9% in assets from 2022 to 2024; this filing shows Total Mortgage Services, LLC 401(k) Profit Sharing Plan at $16M / 395 participants.
- #4,274
- in Finance & Insurance (8,549 peers)
- +23.9%
- assets growth YoY
Total Mortgage Services, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Total Mortgage Services, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,022,533 Top 34% higher than 66% 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
Total Mortgage Services, LLC 401(k) Profit Sharing 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. Total Mortgage Services, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (395 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Total Mortgage Services, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Total Mortgage Services, LLC 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Total Mortgage Services, LLC 401(k) Profit Sharing Plan reported participants rose from 375 in the plan year 2023 filing to 395 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 061484285 · Total Mortgage Services, L.L.C PY 2024 · 401(k)
Total Mortgage Services, LLC 401(k) Profit Sharing Plan · $16M · 395 · 66th
- SCH $16M
- SCH 395
- SCH 66th
- SCH 401(k)
- SCH near Nausch, Hogan, & Murray, Inc. 401(k) Savings Plan
- SCH ind #4274
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 Connecticut →
Total Mortgage Services, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Total Mortgage Services, L.L.C multi-year asset trail
Sponsor-wide plan assets over time
All Total Mortgage Services, L.L.C plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 54.88751888057808% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 441 | $10M |
| 2023 | 1 | 375 | $13M |
| 2024 | 1 | 395 | $16M |
Total Mortgage Services, L.L.C filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 061484285 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Total Mortgage Services, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Nausch, Hogan, & Murray, Inc. 401(k) Savings Plan in NY ($16M); by covered participants it is James a. Scott & Son, Inc. Retirement Savings Plan in VA (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (395 participants); asset peers above are excluded.
- James a. Scott & Son, Inc. Retirement Savings Plan (VA) 395 · 0 off
- Degreed, Inc. 401(k) Plan (CA) 395 · 0 off
- Star of the West Savings and Protection Plan (MI) 395 · 0 off
- Carson Wealth Management Group 401(k) Profit Sharing Plan (IL) 395 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.