401(k) · DOL Form 5500 · 2022

Mortgages Unlimited, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
73
Participants Small participant base
61st
Percentile by assets National rank
$112,992
Avg per participant Below avg balance/head
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Official DOL plan name: Mortgages Unlimited, Inc. 401(k) Plan · Sponsored by Mortgages Unlimited, Inc. · Minnesota · Finance & Insurance

$8M in assets, 73 participants

Mortgages Unlimited, Inc.'s Mortgages Unlimited, Inc. 401(k) Plan reported $8M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,095 in Finance & Insurance (9,261 peers)

Mortgages Unlimited, Inc. multi-year trail

Mortgages Unlimited, Inc.'s plans moved -37.0% in assets from 2022 to 2023; this filing shows Mortgages Unlimited, Inc. 401(k) Plan at $8M / 73 participants.

#4,095
in Finance & Insurance (9,261 peers)
-21.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mortgages Unlimited, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Mortgages Unlimited, Inc. 401(k) Plan vs every filed plan by assets

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

$8,248,390 Top 39% higher than 61% 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

Mortgages Unlimited, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mortgages Unlimited, Inc. 401(k) Plan is a small filing (73 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 411718186 · Mortgages Unlimited, Inc. PY 2022 · 401(k)

Mortgages Unlimited, Inc. 401(k) Plan · $8M · 73 · 61st

  • RANK $8M
  • RANK 73
  • RANK 61st
  • RANK 401(k)
  • RANK near Lawrence Anaesthesia, PA 401(k) Profit Sharing Plan and Trust
  • RANK ind #4095

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 Minnesota →

Mortgages Unlimited, Inc. 401(k) Plan in the asset neighbourhood

Mortgages Unlimited, Inc. 401(k) PlanMortgages Unlimited, Inc. 40…$8MLawrence Anaesthesia, PA 401(k) Profit Sharing Plan and TrustLawrence Anaesthesia, PA 401…$8MBuffalo Pharmacies, Inc. 401(k) Retirement PlanBuffalo Pharmacies, Inc. 401…$8MAravo Solutions 401(k) Plan$8MSpectrum Insurance Group, LLC 401(k) Profit Sharing PlanSpectrum Insurance Group, LL…$8M
End-of-year total assets ($M) among Mortgages Unlimited, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mortgages Unlimited, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mortgages Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.97165143743204% vs 2022
2023 filing year
$4M$5M$6M$7M$8M$9M 20222023 $8.25M $5.2M ▼ -37.0%
Year Plans Participants Total Assets
2022 1 73 $8M
2023 2 57 $5M

Mortgages Unlimited, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN411718186
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Mortgages Unlimited, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Mortgages Unlimited, Inc. 401(k) Plan, Total assets ($B): 0.00824839 · Participants: 73Mortgages Unlimited, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Mortgages Unlimited, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Mortgages Unlimited, Inc. 401(k) Plan side-by-side with 3 peers →

Mortgages Unlimited, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Lawrence Anaesthesia, PA 401(k) Profit Sharing Plan and Trust in KS ($8M); by covered participants it is Bridgefarmer & Associates, Inc. 401(k) Plan in TX (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Mortgages Unlimited, Inc. 401(k) Plan assets move in 2022? ▼
Mortgages Unlimited, Inc. 401(k) Plan declined sharply - down 21.9% during 2022, from $11M to $8M. Reported net income was -$2M.
How have Mortgages Unlimited, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mortgages Unlimited, Inc.'s sponsor-wide assets declined 37.0%, from $8M to $5M.
Which 401(k) plans are similar in size to Mortgages Unlimited, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lawrence Anaesthesia, PA 401(k) Profit Sharing Plan and Trust in KS ($8M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Mortgages Unlimited, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bridgefarmer & Associates, Inc. 401(k) Plan in TX (73 participants, $7M 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 411718186.

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.