401(k) · DOL Form 5500 · 2022

Mann Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
479
Participants Below avg headcount
79th
Percentile by assets National rank
$45,814
Avg per participant Low balance/head
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Official DOL plan name: Mann Mortgage, LLC 401(k) Plan · Sponsored by Mann Mortgage, LLC · Montana · Finance & Insurance

$22M in assets, 479 participants

Mann Mortgage, LLC's Mann Mortgage, LLC 401(k) Plan reported $22M in total assets and 479 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,089 in Finance & Insurance (9,261 peers)

Where Mann Mortgage, LLC 401(k) Plan sits by assets

Mann Mortgage, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 479 participants (~$45,814/participant), down 15.5% in 2022.

#6,089
in Finance & Insurance (9,261 peers)
-15.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mann Mortgage, LLC 401(k) Plan's outsized position by total assets

Mann Mortgage, LLC 401(k) Plan vs every filed plan by assets

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

$21,944,712 Top 21% higher than 79% 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

Mann Mortgage, LLC 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. Mann Mortgage, LLC 401(k) Plan sits mid-pack in the medium band (479 participants).

Form 5500 schedule snapshot

Filing strip 342000096 · Mann Mortgage, LLC PY 2022 · 401(k)

Mann Mortgage, LLC 401(k) Plan · $22M · 479 · 79th

  • PCT $22M
  • PCT 479
  • PCT 79th
  • PCT 401(k)
  • PCT near Fidelity Deposit & Discount Bank Profit Sharing Plan
  • PCT ind #6089

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 Montana →

Mann Mortgage, LLC 401(k) Plan in the asset neighbourhood

Invisionapp, Inc 401(k) Plan$22MMann Mortgage, LLC 401(k) PlanMann Mortgage, LLC 401(k) Pl…$22MFidelity Deposit & Discount Bank Profit Sharing PlanFidelity Deposit & Discount …$22MQumulo, Inc. 401(k) Plan$22MNorth American Risk Services, Inc. 401(k) PlanNorth American Risk Services…$22M
End-of-year total assets ($M) among Mann Mortgage, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN342000096
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mann Mortgage, LLC)

Sponsor-wide plan assets over time

All Mann Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 6.749307076802831% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $21.9M $20.5M ▼ -6.7%
Year Plans Participants Total Assets
2022 1 479 $22M
2023 1 383 $27M
2024 2 417 $20M

Nearby 401(k) Plans in Montana

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

Mann Mortgage, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500 Total assets ($M) Participants Mann Mortgage, LLC 401(k) Plan, Total assets ($M): 21.944712 · Participants: 479Mann Mortgage, LLC 401(k) PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Mann Mortgage, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Mann Mortgage, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is Fidelity Deposit & Discount Bank Profit Sharing Plan in PA ($22M); by covered participants it is Bergmann Associates Retirement Savings Plan in NY (479 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (479 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 Mann Mortgage, LLC 401(k) Plan assets move in 2022? ▼
Mann Mortgage, LLC 401(k) Plan declined sharply - down 15.5% during 2022, from $26M to $22M. Reported net income was -$4M.
How have Mann Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mann Mortgage, LLC's sponsor-wide assets declined 6.7%, from $22M to $20M.
Where does Mann Mortgage, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Mann Mortgage, LLC 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mann Mortgage, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fidelity Deposit & Discount Bank Profit Sharing Plan in PA ($22M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Mann Mortgage, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bergmann Associates Retirement Savings Plan in NY (479 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 342000096.

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.