401(k) · DOL Form 5500 · 2022
United Wholesale Mortgage, LLC 401(k) Plan
Data updated 2026-08-11
- $111M
- Total assets
- 7,078
- Participants
- 93rd
- Percentile by assets
- $15,728
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $111M
- total plan assets (2022 EOY)
- 7,078
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $15,728
- avg assets per participant
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.
Where United Wholesale Mortgage, LLC Profit Sharing Plan and Trust sits 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
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. United Wholesale Mortgage, LLC Profit Sharing Plan and Trust reports 7,078 participants - 11x that state average ($111M EOY assets).
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)
| 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to United Wholesale Mortgage, LLC Profit Sharing Plan and Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did United Wholesale Mortgage, LLC Profit Sharing Plan and Trust assets move in 2022? ▼
How have United Wholesale Mortgage, LLC plan assets changed over time? ▼
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Filing takeaways
Ways to act on United Wholesale Mortgage, LLC Profit Sharing Plan and Trust's numbers.
- By total assets, United Wholesale Mortgage, LLC Profit Sharing Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
- United Wholesale Mortgage, LLC's sponsor-wide assets have grown 75.1% since 2022 across 3 plan years on file. More Finance & Insurance plans