401(k) · DOL Form 5500 · 2022

Thrive Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
725
Participants Near avg headcount
70th
Percentile by assets National rank
$18,098
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Thrive Mortgage 401(k) Plan · Sponsored by Thrive Mortgage, LLC · Texas · Finance & Insurance

$13M in assets, 725 participants

Thrive Mortgage, LLC's Thrive Mortgage 401(k) Plan reported $13M in total assets and 725 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,019 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Thrive Mortgage 401(k) Plan holds $13M for 725 participants - about $18,098 per participant, above the median plan by assets.

#5,019
in Finance & Insurance (9,261 peers)
-3.1%
assets change YoY

The plan reported a net loss of $424K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thrive Mortgage 401(k) Plan's outsized position by total assets

Thrive Mortgage 401(k) Plan vs every filed plan by assets

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

$13,121,197 Top 30% higher than 70% 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

Thrive Mortgage 401(k) 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. Thrive Mortgage 401(k) Plan sits mid-pack in the medium band (725 participants).

DOL schedule card

Filing strip 200353048 · Thrive Mortgage, LLC PY 2022 · 401(k)

Thrive Mortgage 401(k) Plan · $13M · 725 · 70th

  • 5500 $13M
  • 5500 725
  • 5500 70th
  • 5500 401(k)
  • 5500 near First Communities Management, Inc. 401(k) Plan
  • 5500 ind #5019

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 Texas →

Thrive Mortgage 401(k) Plan in the asset neighbourhood

Thrive Mortgage 401(k) Plan$13MFirst Communities Management, Inc. 401(k) PlanFirst Communities Management…$13MInman Mills 401(k) Retirement Savings PlanInman Mills 401(k) Retiremen…$13MNew Hudson Facades, LLC Retirement Savings PlanNew Hudson Facades, LLC Reti…$13M3v Sigma USA Inc. Profit Sharing / 401(k) Plan3v Sigma USA Inc. Profit Sha…$13M
End-of-year total assets ($M) among Thrive Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$424K
Employer EIN200353048
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thrive Mortgage, LLC)

Sponsor-wide plan assets over time

All Thrive Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $13.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 725 $13M
2023 1 647 $19M
2024 1 349 N/A

Nearby 401(k) Plans in Texas

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

Thrive Mortgage 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Thrive Mortgage 401(k) Plan, Total assets ($B): 0.013121197 · Participants: 725Thrive Mortgage 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Thrive Mortgage 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Thrive Mortgage 401(k) Plan side-by-side with 3 peers →

Thrive Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is First Communities Management, Inc. 401(k) Plan in GA ($13M); by covered participants it is Stanley Retirement Plan in IA (725 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (725 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 Thrive Mortgage 401(k) Plan assets move in 2022? ▼
Thrive Mortgage 401(k) Plan edged down modestly - down 3.1% during 2022, from $14M to $13M. Reported net income was -$424K.
Which 401(k) plans are similar in size to Thrive Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Communities Management, Inc. 401(k) Plan in GA ($13M, 732 participants).
Which 401(k) plans cover a similar participant headcount to Thrive Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stanley Retirement Plan in IA (725 participants, $281M 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 200353048.

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.