401(k) · DOL Form 5500 · 2024
Kittredge Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $138,345
- Avg per participant Near avg balance/head
Official DOL plan name: Kittredge Mortgage Corporation Profit Sharing Retirement Plan · Sponsored by Kittredge Mortgage Corporation · Vermont · Finance & Insurance
$1M in assets, 8 participants
Kittredge Mortgage Corporation's Kittredge Mortgage Corporation Profit Sharing Retirement Plan reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #1,198 in Finance & Insurance (8,549 peers)
Kittredge Mortgage Corporation multi-year trail
Kittredge Mortgage Corporation's plans moved -33.6% in assets from 2022 to 2024; this filing shows Kittredge Mortgage Corporation Profit Sharing Retirement Plan at $1M / 8 participants.
- #1,198
- in Finance & Insurance (8,549 peers)
- -29.2%
- assets change YoY
The plan reported a net loss of $457K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kittredge Mortgage Corporation Profit Sharing Retirement Plan among the smaller filed plans by assets
Kittredge Mortgage Corporation Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,106,762 24th percentile higher than 24% 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
Kittredge Mortgage Corporation Profit Sharing Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kittredge Mortgage Corporation Profit Sharing Retirement Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kittredge Mortgage Corporation Profit Sharing Retirement Plan reported net income fell from -$104K in the plan year 2023 filing to -$457K in the plan year 2024 filing.
- Kittredge Mortgage Corporation Profit Sharing Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 030286025 · Kittredge Mortgage Corporation PY 2024 · 401(k)
Kittredge Mortgage Corporation Profit Sharing Retirement Plan · $1M · 8 · 24th
- BOY $1M
- BOY 8
- BOY 24th
- BOY 401(k)
- BOY near Downs Food Group Collective Bargaining Plan
- BOY ind #1198
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 Vermont →
Kittredge Mortgage Corporation Profit Sharing Retirement Plan in the asset neighbourhood
Kittredge Mortgage Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Kittredge Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 33.63057080388444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $2M |
| 2023 | 1 | 8 | $2M |
| 2024 | 1 | 8 | $1M |
Kittredge Mortgage Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$457K |
| Employer EIN | 030286025 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.2B · 12,486
- National Life Group 401(k) Plan $335M · 1,397
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $243M · 520
- Husky Retirement Savings $175M · 534
- Casella Waste Systems 401(k) Plan $161M · 3,488
Kittredge Mortgage Corporation Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Downs Food Group Collective Bargaining Plan in MN ($1M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.