How big is Top One Mortgage's plan?

Top One Mortgage's plan reported $564K in assets and 11 participants for 2024.

Original filing (PDF)20250922222332NAL0006124816001

Top One Mortgage

Name: Top One Mortgage — Top One Mortgage Defined Benefit, Form 5500 (2024)
Creator: Top One Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Top One Mortgage Defined Benefit Pension Plan

Defined-benefit pension plan · Top One Mortgage's Top One Mortgage Defined Benefit Pension Plan held $564K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$564K

Net assets (EOY)

$564K

Plan identifiers

Top One Mortgage's EIN is 20-8114158.

EIN 20-8114158

Plan number 001

Plan year 2024

ACK ID 20250922222332NAL0006124816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Top One Mortgage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Top One Mortgage's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOP ONE MORTGAGE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

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