401(k) · DOL Form 5500 · 2022

Mason Mcduffie Mortgage Corporat 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
228
Participants Below avg headcount
64th
Percentile by assets National rank
$42,117
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan · Sponsored by Mason Mcduffie Mortgage Corporat · California · Finance & Insurance

$10M in assets, 228 participants

Mason Mcduffie Mortgage Corporat's Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan reported $10M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,390 in Finance & Insurance (9,261 peers)

Coverage in California

Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan covers 228 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $10M.

#4,390
in Finance & Insurance (9,261 peers)
-10.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,602,586 Top 36% higher than 64% 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

Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan sits mid-pack in the medium band (228 participants).

Plan-year Form 5500 strip

Filing strip 202693054 · Mason Mcduffie Mortgage Corporat PY 2022 · 401(k)

Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan · $10M · 228 · 64th

  • PART $10M
  • PART 228
  • PART 64th
  • PART 401(k)
  • PART near Wti Inc. 401(k) Plan
  • PART ind #4390

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 California →

Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan in the asset neighbourhood

Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing PlanMason Mcduffie Mortgage Corp…$10MWti Inc. 401(k) Plan$10MTriton Systems of Delaware, LLC 401(k) Retirement Plan and TrustTriton Systems of Delaware, …$10MFromm 401(k) Plan and Trust$10MNycom, Inc 401(k) Profit Sharing PlanNycom, Inc 401(k) Profit Sha…$10M
End-of-year total assets ($M) among Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN202693054
Plan Effective Date2006-09-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Mason Mcduffie Mortgage Corporat)

Sponsor-wide plan assets over time

All Mason Mcduffie Mortgage Corporat plans reported in each filing year

Latest sponsor-wide plan assets
$14M 44.94835037145202% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.6M $13.9M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 228 $10M
2023 1 268 $13M
2024 1 338 $14M

Nearby 401(k) Plans in California

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

Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan, Total assets ($B): 0.009602586 · Participants: 228Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wti Inc. 401(k) Plan in AZ ($10M); by covered participants it is Jsi Store Fixtures Employee Savings Plan in ME (228 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan assets move in 2022? ▼
Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan pulled back noticeably - down 10.7% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Mason Mcduffie Mortgage Corporat plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mason Mcduffie Mortgage Corporat's sponsor-wide assets grew 44.9%, from $10M to $14M.
Which 401(k) plans are similar in size to Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wti Inc. 401(k) Plan in AZ ($10M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Mason Mcduffie Mortgage Corpor 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jsi Store Fixtures Employee Savings Plan in ME (228 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 202693054.

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.