401(k) · DOL Form 5500 · 2022

Mortgage Funding Corporation 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
30
Participants Small participant base
77th
Percentile by assets National rank
$655,583
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgage Funding Corporation Profit Sharing Plan & Trust · Sponsored by Mortgage Funding Corporation · Mississippi · Finance & Insurance

$20M in assets, 30 participants

Mortgage Funding Corporation's Mortgage Funding Corporation Profit Sharing Plan & Trust reported $20M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,884 in Finance & Insurance (9,261 peers)

Where Mortgage Funding Corporation Profit Sharing Plan & Trust sits by assets

Mortgage Funding Corporation Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $20M for 30 participants (~$655,583/participant), up 5.1% in 2022.

#5,884
in Finance & Insurance (9,261 peers)
+5.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Mortgage Funding Corporation Profit Sharing Plan & Trust's outsized position by total assets

Mortgage Funding Corporation Profit Sharing Plan & Trust vs every filed plan by assets

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

$19,667,476 Top 23% higher than 77% 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

Mortgage Funding Corporation 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. Mortgage Funding Corporation Profit Sharing Plan & Trust is a small filing (30 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 640628550 · Mortgage Funding Corporation PY 2022 · 401(k)

Mortgage Funding Corporation Profit Sharing Plan & Trust · $20M · 30 · 77th

  • PART $20M
  • PART 30
  • PART 77th
  • PART 401(k)
  • PART near Depaul 401(k) Retirement Plan
  • PART ind #5884

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 Mississippi →

Mortgage Funding Corporation Profit Sharing Plan & Trust in the asset neighbourhood

Mortgage Funding Corporation Profit Sharing Plan & TrustMortgage Funding Corporation…$20MDepaul 401(k) Retirement Plan$20MNye Lubricants, Inc 401(k) PlanNye Lubricants, Inc 401(k) P…$20MProfit Sharing/401(k) Plan of Banfi Products Corporation and Affiliated CompaniesProfit Sharing/401(k) Plan o…$20MBest Medical International, Inc.401(k) Retirement TrustBest Medical International, …$20M
End-of-year total assets ($M) among Mortgage Funding Corporation Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$960K
Employer EIN640628550
Plan Effective Date1982-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Funding Corporation)

Sponsor-wide plan assets over time

All Mortgage Funding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$22M 9.471998338780228% vs 2022
2024 filing year
$19M$20M$21M$22M 202220232024 $19.7M $21.5M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 30 $20M
2023 1 29 $21M
2024 1 34 $22M

Nearby 401(k) Plans in Mississippi

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

Mortgage Funding Corporation Profit Sharing Plan & Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Mortgage Funding Corporation Profit Sharing Plan & Trust, Total assets ($M): 19.667476 · Participants: 30Mortgage Funding Corporation Profit Sharing Plan & TrustCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Mortgage Funding Corporation Profit Sharing Plan & Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Mortgage Funding Corporation Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Depaul 401(k) Retirement Plan in PA ($20M); by covered participants it is Spark451 Inc. 401(k) Plan in NY (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Mortgage Funding Corporation Profit Sharing Plan & Trust assets move in 2022? ▼
Mortgage Funding Corporation Profit Sharing Plan & Trust grew at a solid clip - up 5.1% during 2022, from $19M to $20M. Reported net income was $960K.
How have Mortgage Funding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Funding Corporation's sponsor-wide assets grew 9.5%, from $20M to $22M.
Where does Mortgage Funding Corporation Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Mortgage Funding Corporation Profit Sharing Plan & Trust ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mortgage Funding Corporation Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Depaul 401(k) Retirement Plan in PA ($20M, 524 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Funding Corporation Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Spark451 Inc. 401(k) Plan in NY (30 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 640628550.

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.