401(k) · DOL Form 5500 · 2022

Family Finance Mortgage LLC 401(k) Plan

Data updated 2026-08-25

$404K
Total assets Small plan by assets
16
Participants Small participant base
16th
Percentile by assets National rank
$25,268
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Family Finance Mortgage LLC · Missouri · Finance & Insurance

$404K in assets, 16 participants

Family Finance Mortgage LLC's Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust reported $404K in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #956 in Finance & Insurance (9,261 peers)

Family Finance Mortgage LLC multi-year trail

Family Finance Mortgage LLC's plans moved -80.4% in assets from 2022 to 2023; this filing shows Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust at $404K / 16 participants.

#956
in Finance & Insurance (9,261 peers)
+32.5%
assets growth YoY

Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$404,286 16th percentile higher than 16% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust is a small filing (16 participants) on this national headcount ladder.

DOL schedule card

Filing strip 320029618 · Family Finance Mortgage LLC PY 2022 · 401(k)

Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust · $404K · 16 · 16th

  • BOY $404K
  • BOY 16
  • BOY 16th
  • BOY 401(k)
  • BOY near Thompson Golf Group 401(k) Plan
  • BOY ind #956

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 →

Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Family Finance Mortgage LLC 401(k) Profit Sharing Plan & TrustFamily Finance Mortgage LLC …$404KThompson Golf Group 401(k) PlanThompson Golf Group 401(k) P…$404KRogar Manufacturing Inc 401(k) Profit Sharing Plan & TrustRogar Manufacturing Inc 401(…$404KAve Libre Inc 401(k) Plan$404KMsc 401(k) Plan$404K
End-of-year total assets ($M) among Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Family Finance Mortgage LLC multi-year asset trail

Sponsor-wide plan assets over time

All Family Finance Mortgage LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79K 80.40223999841696% vs 2022
2023 filing year
$0M$0.1M$0.2M$0.3M$0.4M$0.5M 20222023 $0.4M $0.08M ▼ -80.0%
Year Plans Participants Total Assets
2022 1 16 $404K
2023 1 17 $79K

Family Finance Mortgage LLC filing trail (2022)

Total Assets (Beginning of Year)$305K
Net Assets (End of Year)$404K
Net Income$99K
Employer EIN320029618
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000404286 · Participants: 16Family Finance Mortgage LLC 401(k) Profit Sharing Plan & TrustBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Thompson Golf Group 401(k) Plan in AZ ($404K); by covered participants it is The Tramontana Group 401(k) Plan in FL (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($404K here).

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust surged - up 32.5% during 2022, from $305K to $404K. Reported net income was $99K.
How have Family Finance Mortgage LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Family Finance Mortgage LLC's sponsor-wide assets declined 80.4%, from $404K to $79K.
Where does Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Thompson Golf Group 401(k) Plan in AZ ($404K, 106 participants).
Which 401(k) plans cover a similar participant headcount to Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Tramontana Group 401(k) Plan in FL (16 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 320029618.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.