401(k) · DOL Form 5500 · 2022

Cmg Mortgage, Inc. 401(k) Plan

Data updated 2026-08-11

$80M
Total assets
2,194
Participants
91st
Percentile by assets
$36,360
Avg per participant
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Official DOL plan name: Cmg Financial Services 401(k) Plan · Sponsored by Cmg Mortgage, Inc. · California · Finance & Insurance

$80M in assets, 2,194 participants

Cmg Mortgage, Inc.'s Cmg Financial Services 401(k) Plan reported $80M in total assets and 2,194 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #7,989 in Finance & Insurance (9,261 peers)

Coverage in California

Cmg Financial Services 401(k) Plan covers 2,194 participants in California, 3.5x the typical California plan (state average ~630 per filing). Assets: $80M.

$80M
total plan assets (2022 EOY)
2,194
covered participants
91st
percentile by assets (of 139,126 plans)
$36,360
avg assets per participant

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Cmg Financial Services 401(k) Plan sits by total assets

Cmg Financial Services 401(k) Plan vs every filed plan by assets

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

$79,773,293 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Cmg Financial Services 401(k) Plan reports 2,194 participants - 3.5x that state average ($80M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$80M
Net Income-$7M
Employer EIN680309242
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cmg Mortgage, Inc.)

$50M$100M$150M$200M 202220232024 $79.8M $164M ▲ +105.0%
Total plan assets by year, all Cmg Mortgage, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,194 $80M
2023 1 1,990 $120M
2024 1 3,015 $164M

Nearby 401(k) Plans in California

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

Cmg Financial Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cmg Financial Servic…, Total assets ($B): 0.079773293 · Participants: 2194Cmg Financial Servic…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
Cmg Financial Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cmg Financial Services 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cmg Financial Services 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Cmg Financial Services 401(k) Plan assets move in 2022? ▼
Cmg Financial Services 401(k) Plan pulled back noticeably - down 8.4% during 2022, from $87M to $80M. Reported net income was -$7M.
How have Cmg Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cmg Mortgage, Inc.'s sponsor-wide assets grew 105.0%, from $80M to $164M.
Where does Cmg Financial Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Cmg Financial Services 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cmg Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Customers Bank 401(k) Plan in PA ($80M, 905 participants).

Next read for Cmg Financial Services 401(k) Plan

Filing takeaways

Ways to act on Cmg Financial Services 401(k) Plan's numbers.

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 680309242.

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.