401(k) · DOL Form 5500 · 2024
US Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 285
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $26,167
- Avg per participant Low balance/head
Official DOL plan name: US Mortgage Corporation 401(k) Profit Sharing Plan & Trust · Sponsored by US Mortgage Corporation · New York · Finance & Insurance
$7M in assets, 285 participants
US Mortgage Corporation's US Mortgage Corporation 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 285 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #2,925 in Finance & Insurance (8,549 peers)
Coverage in New York
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust covers 285 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #2,925
- in Finance & Insurance (8,549 peers)
- +13.1%
- assets growth YoY
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,457,498 Top 50% higher than 50% 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
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust 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. US Mortgage Corporation 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- US Mortgage Corporation 401(k) Profit Sharing Plan & Trust reported net income fell from $1M in the plan year 2023 filing to $866K in the plan year 2024 filing.
- US Mortgage Corporation 401(k) Profit Sharing Plan & Trust reported participants fell from 341 in the plan year 2023 filing to 285 in the plan year 2024 filing.
- US Mortgage Corporation 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 113198028 · US Mortgage Corporation PY 2024 · 401(k)
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust · $7M · 285 · 50th
- 5500 $7M
- 5500 285
- 5500 50th
- 5500 401(k)
- 5500 near Faith in Action Network 401(k) Plan
- 5500 ind #2925
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 New York →
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $866K |
| Employer EIN | 113198028 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (US Mortgage Corporation)
Sponsor-wide plan assets over time
All US Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 45.280161396902976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 345 | $5M |
| 2023 | 1 | 341 | $7M |
| 2024 | 1 | 285 | $7M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
US Mortgage Corporation 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Faith in Action Network 401(k) Plan in CA ($7M); by covered participants it is Wright & Filippis, Inc. 401(k) Retirement Plan in MI (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Wright & Filippis, Inc. 401(k) Retirement Plan (MI) 285 · 0 off
- Mineral, Inc. 401(k) Plan (CA) 285 · 0 off
- Jetson Mailer 401(k) Plan (IL) 285 · 0 off
- Gulf Coast Community Services Association 401(k) Plan (TX) 285 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.