American Pacific Mortgage 401(k) and retirement plans

American Pacific Mortgage Corporation, Roseville, CA. EIN 68-0382674. Annual reports 2009–2024. Also filed as American Pacific Mortgage; American Pacific Mortgage Corporation Big Valley Mortgage.

American Pacific Mortgage Corporation has 2 active retirement plans on file. The largest is the American Pacific Mortgage Corporation 401K Plan, with 3,904 participants and $153 million in assets in 2024. OneAmerica has been its recordkeeper since 2014. No traditional pension plan appears in American Pacific Mortgage's filings since 2009.

Active plans: 2
Participants: 7,268
Plan assets: $187 million
401(k) recordkeeper: OneAmerica
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

American Pacific Mortgage Corporation 401K Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 68-0382674
Participants (2024): 3,904
Net assets (2024): $153 million
Recordkeeper: OneAmericaEarlier: Capital Group (American Funds) (2009–2013)
Plan administrator: American Pacific Mortgage Corporation
3000 Lava Ridge CT Ste 200
Roseville, CA 95661
(916) 960-1254As filed for 2024
In effect since: February 1, 1997

Earlier sponsor: American Pacific Mortgage Corporation Big Valley Mortgage (2018).

Earlier plan names: American Pacific Mortgage 401(k) Plan; American Pacific Mortgage 401K Plan; American Pacific Mortgage Corporation Employee Sto.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,904	$153 million	OneAmerica
2023	3,954	$144 million	OneAmerica
2022	4,472	$123 million	OneAmerica
2021	3,778	$137 million	OneAmerica
2020	3,240	$102 million	OneAmerica
2019	2,269	$70.9 million	OneAmerica
2018	0	n/a	not listed
2017	2,246	$50.4 million	OneAmerica
2016	2,253	$36.7 million	OneAmerica
2015	1,869	$26.9 million	OneAmerica
2014	1,656	$21.3 million	OneAmerica
2013	1,297	$14.6 million	Capital Group (American Funds)
2012	1,108	$10.2 million	Capital Group (American Funds)
2011	1,020	$8.0 million	Capital Group (American Funds)
2010	937	$8.3 million	Capital Group (American Funds)
2009	941	$7.4 million	Capital Group (American Funds)

American Pacific Mortgage Corporation Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 68-0382674
Participants (2024): 3,364
Net assets (2024): $33.8 million
Plan administrator: American Pacific Mortgage Corporation
3000 Lava Ridge CT Ste 200
Roseville, CA 95661
(916) 960-1325As filed for 2024
In effect since: October 1, 2018

Earlier sponsor: American Pacific Mortgage Corporation Big Valley Mortgage (2019–2020).

Year by year, 2019 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,364	$33.8 million	not listed
2023	4,085	$31.7 million	not listed
2022	2,953	$27.5 million	not listed
2021	2,686	$121 million	not listed
2020	2,171	$72.6 million	not listed
2019	1,726	$29,086	not listed

If you had money in one of these plans

Call OneAmerica (oneamerica.com), which runs the American Pacific Mortgage Corporation 401K Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((916) 960-1254). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

American Pacific Mortgage Corporation 401K Plan

American Pacific Mortgage Corporation Employee Stock Ownership Plan

If you had money in one of these plans

What these numbers are

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