401(k) · DOL Form 5500 · 2022

Mortgage Research Center LLC 401(k) Plan

Data updated 2026-08-11

$152M
Total assets
2,447
Participants
95th
Percentile by assets
$62,124
Avg per participant
PlainRetire home → About this data

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.

  • 95th percentile by assets (of 139,126 plans)
  • #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.

$152M
total plan assets (2022 EOY)
2,447
covered participants
95th
percentile by assets (of 139,126 plans)
$62,124
avg assets per participant
State

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. Veterans United Home Loans 401(k) Plan reports 2,447 participants - 3.3x that state average ($152M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$152M
Net Income$54M
Employer EIN431965151
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Research Center LLC)

$300M$400M$500M$600M$700M 202220232024 $649M $485M ▼ -25.4%
Total plan assets by year, all Mortgage Research Center LLC plans on file
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.

Veterans United Home Loans 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Veterans United Home Loans 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Veterans United Home…Bayer Corporation Sa…Edward D. Jones & Co…Enterprise Holdings …Centene Management C…Anheuser-Busch 401(k…
Veterans United Home Loans 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Veterans United Home Loans 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Veterans United Home Loans 401(k) Plan assets move in 2022?
Veterans United Home Loans 401(k) Plan surged - up 54.7% during 2022, from $98M to $152M. Reported net income was $54M.
How have Mortgage Research Center LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Mortgage Research Center LLC's sponsor-wide assets declined 25.4%, from $649M to $485M.
Where does Veterans United Home Loans 401(k) Plan rank by assets among Form 5500 filers?
Veterans United Home Loans 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Veterans United Home Loans 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Osmose 401(k) Plan in GA ($152M, 2,272 participants).

Next read for Veterans United Home Loans 401(k) Plan

Filing takeaways

Ways to act on Veterans United Home Loans 401(k) Plan's numbers.