401(k) · DOL Form 5500 · 2024

Go Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
188
Participants Below avg headcount
49th
Percentile by assets National rank
$39,473
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Go Mortgage, LLC 401(k) Profit Sharing Plan · Sponsored by Go Mortgage, LLC · Wisconsin · Finance & Insurance

$7M in assets, 188 participants

Go Mortgage, LLC's Go Mortgage, LLC 401(k) Profit Sharing Plan reported $7M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,918 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Go Mortgage, LLC 401(k) Profit Sharing Plan covers 188 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#2,918
in Finance & Insurance (8,549 peers)
+0.0%
assets growth YoY

Go Mortgage, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Go Mortgage, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,420,847 49th percentile higher than 49% 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

Go Mortgage, 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. Go Mortgage, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Go Mortgage, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2023 filing to $4K in the plan year 2024 filing.
  • Go Mortgage, LLC 401(k) Profit Sharing Plan reported participants fell from 355 in the plan year 2023 filing to 188 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391813773 · Go Mortgage, LLC PY 2024 · 401(k)

Go Mortgage, LLC 401(k) Profit Sharing Plan · $7M · 188 · 49th

  • RANK $7M
  • PHOTO 188
  • IND 49th
  • EOY 401(k)
  • 5500 near Bdp & Beavers Holdings Retirement Savings Plan
  • ASSETS ind #2918

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 Wisconsin →

Go Mortgage, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Go Mortgage, LLC 401(k) Profit Sharing PlanGo Mortgage, LLC 401(k) Prof…$7MBdp & Beavers Holdings Retirement Savings PlanBdp & Beavers Holdings Retir…$7MMedstar Anesthesia Services, Inc. 401(k) PlanMedstar Anesthesia Services,…$7MConcord Publishing House, Inc. 401(k) Retirement PlanConcord Publishing House, In…$7MLw Management, Inc. 401(k) PlanLw Management, Inc. 401(k) P…$7M
End-of-year total assets ($M) among Go Mortgage, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$4K
Employer EIN391813773
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Go Mortgage, LLC)

Sponsor-wide plan assets over time

All Go Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 17.622517523753533% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M$9.5M 202220232024 $9.01M $7.42M ▼ -17.6%
Year Plans Participants Total Assets
2022 1 248 $9M
2023 1 355 $7M
2024 1 188 $7M

Nearby 401(k) Plans in Wisconsin

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

Go Mortgage, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Go Mortgage, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.007420847 · Participants: 188Go Mortgage, LLC 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Go Mortgage, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Go Mortgage, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Go Mortgage, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bdp & Beavers Holdings Retirement Savings Plan in NC ($7M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Go Mortgage, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Go Mortgage, LLC 401(k) Profit Sharing Plan held essentially flat - up 0.0% during 2024, from $7M to $7M. Reported net income was $4K.
How have Go Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Go Mortgage, LLC's sponsor-wide assets declined 17.6%, from $9M to $7M.
Which 401(k) plans are similar in size to Go Mortgage, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bdp & Beavers Holdings Retirement Savings Plan in NC ($7M, 289 participants).
Which 401(k) plans cover a similar participant headcount to Go Mortgage, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trinity Rehab, LLC 401(k) Plan in NC (188 participants, $7M 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 391813773.

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.