Profit Sharing · DOL Form 5500 · 2023
Eastern Mortgage Company Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $402,958
- Avg per participant High balance/head
Official DOL plan name: Eastern Mortgage Company Profit Sharing Plan · Sponsored by Eastern Mortgage Company · California · Finance & Insurance
$2M in assets, 6 participants
Eastern Mortgage Company's Eastern Mortgage Company Profit Sharing Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,003 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Eastern Mortgage Company Profit Sharing Plan holds $2M for 6 participants - about $402,958 per participant, in the lower half of filed plans by assets.
- #2,003
- in Finance & Insurance (8,869 peers)
- +5.3%
- assets growth YoY
Eastern Mortgage Company Profit Sharing Plan among the smaller filed plans by assets
Eastern Mortgage Company Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,417,749 33rd percentile higher than 33% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Eastern Mortgage Company Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eastern Mortgage Company Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
Published 5500 schedule card
Filing strip 953307599 · Eastern Mortgage Company PY 2023 · Profit Sharing
Eastern Mortgage Company Profit Sharing Plan · $2M · 6 · 33rd
- EOY $2M
- 5500 6
- ASSETS 33rd
- PCT Profit Sharing
- EIN near Airport Shoppes and Hotel Corp. Retirement Plan
- RANK ind #2003
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 California →
Eastern Mortgage Company Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $121K |
| Employer EIN | 953307599 |
| Plan Effective Date | 1978-12-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eastern Mortgage Company)
Sponsor-wide plan assets over time
All Eastern Mortgage Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 5.02434289084599% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 6 | $2M |
| 2024 | 1 | 6 | $3M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Eastern Mortgage Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Airport Shoppes and Hotel Corp. Retirement Plan in PR ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.