401(k) · DOL Form 5500 · 2023

Point Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
148
Participants Small participant base
46th
Percentile by assets National rank
$37,818
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Point Mortgage Corporation 401(k) Plan · Sponsored by Point Mortgage Corporation · California · Real Estate

$6M in assets, 148 participants

Point Mortgage Corporation's Point Mortgage Corporation 401(k) Plan reported $6M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,121 in Real Estate (4,727 peers)

Coverage in California

Point Mortgage Corporation 401(k) Plan covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $6M.

#3,121
in Real Estate (4,727 peers)
-1.8%
assets change YoY

The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Point Mortgage Corporation 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Point Mortgage Corporation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,597,039 46th percentile higher than 46% of 127,068 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 2023

Point Mortgage Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Point Mortgage Corporation 401(k) Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Point Mortgage Corporation 401(k) Plan reported net income rose from -$299K in the plan year 2022 filing to -$101K in the plan year 2023 filing.
  • Point Mortgage Corporation 401(k) Plan reported participants fell from 338 in the plan year 2022 filing to 148 in the plan year 2023 filing.
  • Point Mortgage Corporation 401(k) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 651059543 · Point Mortgage Corporation PY 2023 · 401(k)

Point Mortgage Corporation 401(k) Plan · $6M · 148 · 46th

  • VS-ST $6M
  • VS-ST 148
  • VS-ST 46th
  • VS-ST 401(k)
  • VS-ST near United Electric Savings Plan
  • VS-ST ind #3121

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 Real Estate retirement plans → · Plans in California →

Point Mortgage Corporation 401(k) Plan in the asset neighbourhood

Point Mortgage Corporation 401(k) PlanPoint Mortgage Corporation 4…$6MUnited Electric Savings Plan$6MThe Latacora 401(k) Plan$6MGault Chevrolet Company, Inc. Savings PlanGault Chevrolet Company, Inc…$6MThe Action Network, Inc. 401(k) PlanThe Action Network, Inc. 401…$6M
End-of-year total assets ($M) among Point Mortgage Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$101K
Employer EIN651059543
Plan Effective Date2006-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Point Mortgage Corporation)

Sponsor-wide plan assets over time

All Point Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 1.776297559060604% vs 2022
2023 filing year
$5.55M$5.6M$5.65M$5.7M$5.75M 20222023 $5.7M $5.6M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 338 $6M
2023 1 148 $6M

Nearby 401(k) Plans in California

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

Point Mortgage Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Point Mortgage Corporation 401(k) Plan, Total assets ($B): 0.005597039 · Participants: 148Point Mortgage Corporation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Point Mortgage Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Point Mortgage Corporation 401(k) Plan side-by-side with 3 peers →

Point Mortgage Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is United Electric Savings Plan in TX ($6M); by covered participants it is Southlake Specialty Hospital LLC 401(k) Plan in TX (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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.

Frequently Asked Questions

How did Point Mortgage Corporation 401(k) Plan assets move in 2023? ▼
Point Mortgage Corporation 401(k) Plan edged down modestly - down 1.8% during 2023, from $6M to $6M. Reported net income was -$101K.
How have Point Mortgage Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Point Mortgage Corporation's sponsor-wide assets declined 1.8%, from $6M to $6M.
Which 401(k) plans are similar in size to Point Mortgage Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Electric Savings Plan in TX ($6M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Point Mortgage Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southlake Specialty Hospital LLC 401(k) Plan in TX (148 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 651059543.

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.