Plan5500

Crosscountry Mortgage 401(K) Retirement Savings Plan — Form 5500 plan (Crosscountry Mortgage, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Crosscountry Mortgage 401(K) Retirement Savings Plan is a benefit plan reported by Crosscountry Mortgage, LLC under EIN 57-1175755 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,543 participants and $278,185,050 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$278.2MPlan net assets, end of year$278,185,050
Participants9.5KCovered participants reported9,543
Assets / participant$29.2KComputed: assets ÷ participants$29,151 (computed)
Provider compensation$712.8K3 Schedule C provider row(s)$712,827
Plan sponsor
Crosscountry Mortgage, LLC
EIN
57-1175755
Plan number
001
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    9,543 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$278.2M total assets
Net assets$278.2MLiabilities$0
Money in vs. money out
Total income / additions$97M
Total expenses$37.1M
Benefits paid / distributions$36.1M
Contributions
Employer$7.7M
Participant$37.3M
Full reported line items

Net assets

Total assets (EOY)
$278,185,050
Total liabilities (EOY)
$0
Net assets (EOY)
$278,185,050
Net assets (BOY)
$218,349,155

Income & contributions

Employer contributions
$7,718,937
Participant contributions
$37,283,842
Total contributions
$61,410,590
Total income / additions
$96,964,092

Expenses & distributions

Benefits paid
$36,065,509
Administrative expenses
$651,177
Total expenses
$37,128,197
Net increase / (decrease)
$59,835,895
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$651.2K
    CONTRACT ADMINISTRATOR · Direct $651.2K · Indirect $0
  2. 2
    Global Retirement Partners LLC$61.6K
    INVESTMENT ADVISORY · Direct $0 · Indirect $61.6K
  3. 3
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Crosscountry Mortgage 401(K) Retirement Savings Plan?
Crosscountry Mortgage 401(K) Retirement Savings Plan is reported as sponsored by Crosscountry Mortgage, LLC (EIN 57-1175755, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Crosscountry Mortgage 401(K) Retirement Savings Plan?
The latest Form 5500 filing year loaded for Crosscountry Mortgage 401(K) Retirement Savings Plan is 2023.
How many participants does Crosscountry Mortgage 401(K) Retirement Savings Plan report?
Crosscountry Mortgage 401(K) Retirement Savings Plan reports 9,543 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Crosscountry Mortgage 401(K) Retirement Savings Plan?
Crosscountry Mortgage 401(K) Retirement Savings Plan reports $278,185,050 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages