401(k) · DOL Form 5500 · 2022
Mortgage Research Center LLC 401(k) Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 2,447
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $62,124
- Avg per participant Low balance/head
Official DOL plan name: Veterans United Home Loans 401(k) Plan · Sponsored by Mortgage Research Center LLC · Missouri · Finance & Insurance
$152M in assets, 2,447 participants
Mortgage Research Center LLC's Veterans United Home Loans 401(k) Plan reported $152M in total assets and 2,447 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #8,434 in Finance & Insurance (9,261 peers)
Coverage in Missouri
Veterans United Home Loans 401(k) Plan covers 2,447 participants in Missouri, 3.3x the typical Missouri plan (state average ~737 per filing). Assets: $152M.
- #8,434
- in Finance & Insurance (9,261 peers)
- +54.7%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Veterans United Home Loans 401(k) Plan's outsized position by total assets
Veterans United Home Loans 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$152,017,986 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Veterans United Home Loans 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Veterans United Home Loans 401(k) Plan lands in the large band (2,447 participants).
Form 5500 schedule snapshot
Filing strip 431965151 · Mortgage Research Center LLC PY 2022 · 401(k)
Veterans United Home Loans 401(k) Plan · $152M · 2,447 · 95th
- EIN $152M
- RANK 2,447
- PHOTO 95th
- IND 401(k)
- EOY near Osmose 401(k) Plan
- 5500 ind #8434
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 Finance & Insurance retirement plans → · Plans in Missouri →
Veterans United Home Loans 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $54M |
| Employer EIN | 431965151 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mortgage Research Center LLC)
Sponsor-wide plan assets over time
All Mortgage Research Center LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $485M 25.38203124310695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 12,217 | $649M |
| 2023 | 1 | 4,928 | $397M |
| 2024 | 1 | 4,282 | $485M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Veterans United Home Loans 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Osmose 401(k) Plan in GA ($152M); by covered participants it is Moderna, Inc. 401(k) Plan in MA (2,447 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
- Osmose 401(k) Plan (GA) $152M · 2,272
- Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust (FL) $152M · 4,687
- Enel North America Inc. 401(k) Plan (MA) $152M · 1,543
- Ws Audiology USA, Inc. Savings Plan (NJ) $152M · 1,964
Similar participant headcount
Nearest other-state filings by covered participants (2,447 participants); asset peers above are excluded.
- Moderna, Inc. 401(k) Plan (MA) 2,447 · 0 off
- Casella Waste Systems 401(k) Plan (VT) 2,445 · 2 off
- Alaska Airlines Inc Alaskasaver Plan (WA) 2,449 · 2 off
- Deli Management, Inc. Savings and Incentive Retirement Plan (TX) 2,449 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.