401(k) · DOL Form 5500 · 2022
United Wholesale Mortgage, LLC 401(k) Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 7,078
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $15,728
- Avg per participant Low balance/head
Official DOL plan name: United Wholesale Mortgage, LLC Profit Sharing Plan and Trust · Sponsored by United Wholesale Mortgage, LLC · Michigan · Finance & Insurance
$111M in assets, 7,078 participants
United Wholesale Mortgage, LLC's United Wholesale Mortgage, LLC Profit Sharing Plan and Trust reported $111M in total assets and 7,078 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,266 in Finance & Insurance (9,261 peers)
Coverage in Michigan
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust covers 7,078 participants in Michigan, 11x the typical Michigan plan (state average ~638 per filing). Assets: $111M.
- #8,266
- in Finance & Insurance (9,261 peers)
- -7.7%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust's outsized position by total assets
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$111,322,968 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Wholesale Mortgage, LLC Profit Sharing Plan and Trust lands in the large band (7,078 participants).
Form 5500 schedule snapshot
Filing strip 382750395 · United Wholesale Mortgage, LLC PY 2022 · 401(k)
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust · $111M · 7,078 · 93rd
- EBSA $111M
- PART 7,078
- TYPE 93rd
- NET 401(k)
- BOOK near Riverside Medical Clinic, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #8266
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 Michigan →
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $110M |
| Net Income | -$10M |
| Employer EIN | 382750395 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Wholesale Mortgage, LLC)
Sponsor-wide plan assets over time
All United Wholesale Mortgage, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $195M 75.14666335522064% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,078 | $111M |
| 2023 | 1 | 5,814 | $150M |
| 2024 | 1 | 6,182 | $195M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Scale composition for United Wholesale Mortgage, LLC Profit Sharing Plan and Trust
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust reports $111M in end-of-year assets across 7,078 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $15,728 per participant (11% of the national average assets-per-participant) . Net income for plan year 2022 was -$10M.
This plan identity (EIN 382750395, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $111M to $195M (+75.1%) while covered participants moved from 7,078 to 6,182 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,078 | $111M | This page |
| 2023 | 5,814 | $150M | Open filing |
| 2024 · index core | 6,182 | $195M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- United Wholesale Mortgage, LLC Profit Sharing Plan and Trust (401(k), $195M, 6,182 participants)
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Riverside Medical Clinic, Inc. 401(k) Profit Sharing Plan in CA ($111M); by covered participants it is Mohawk Industries Retirement Plan 2 in GA (7,070 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
- Riverside Medical Clinic, Inc. 401(k) Profit Sharing Plan (CA) $111M · 177
- American Bath Group 401(k) Plan (TN) $111M · 4,894
- Redstone Federal Credit Union Employees' Savings & Retirement Plan & Trust (AL) $111M · 1,200
- Elliott Davis 401(k) Retirement Plan (SC) $111M · 660
Similar participant headcount
Nearest other-state filings by covered participants (7,078 participants); asset peers above are excluded.
- Mohawk Industries Retirement Plan 2 (GA) 7,070 · 8 off
- Outsource, LLC 401(k) Profit Sharing Plan (CA) 7,089 · 11 off
- Kpc Global 401(k) Plan (CA) 7,057 · 21 off
- Corebridge Financial, Inc. Retirement Savings 401(k) Plan (TX) 7,056 · 22 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.