Assets by plan
Share of aggregate retirement assets
- CORPORATION 401K PLAN (#001)$172.0M
Filings through .
Top hat
American Pacific Mortgage Corporation
EIN 68-0382674financial servicesLatest filing 2025
Plans
3
Retirement
2
$244.6M assets
Health & Benefits
1
$21.0M premiums
Participants
8,850
3000 LAVA RIDGE CT STE 200 - ROSEVILLE, CA 95661916-960-1254apmortgage.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $244.6M assets / 6,559 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$72.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $21.0M premiums / 3,169 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$18.8M
- Prescription drug$18.8M
- Dental$1.6M
- Vision$1.6M
- Life$459K
- Other$154K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
AMERICAN PACIFIC MORTGAGE CORPORATION 401K PLAN
401(k)
Assets$172.0M
Participants3,195
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
AMERICAN PACIFIC MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$72.5M
Participants3,364
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
AMERICAN PACIFIC MORTGAGE HEALTH AND WELFARE PLAN
Fully insured - BLUE CROSS OF CALIFORNIA
Premiums$21.0M
Covered lives3,169
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AMERICAN PACIFIC MORTGAGE CORPORATION 401K PLAN | 401(k) | $172.0M | 3,195 | 2025 |
| #002 | AMERICAN PACIFIC MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $72.5M | 3,364 | 2025 |
- #001 · 401(k) · 20253,195
- #002 · ESOP · 20253,364
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | AMERICAN PACIFIC MORTGAGE HEALTH AND WELFARE PLAN | Fully insured | BLUE CROSS OF CALIFORNIA | $21.0M | 3,169 | 2025 |
- #501 · Fully insured · BLUE CROSS OF CALIFORNIA · 20253,169
Retirement plans
Health & Benefits plans