401(k) · DOL Form 5500 · 2022

Cmg Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
2,194
Participants Above avg headcount
91st
Percentile by assets National rank
$36,360
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,989
in Finance & Insurance (9,261 peers)
-8.4%
assets change YoY
0.8×
vs typical plan assets (national mean)

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.

Cmg Financial Services 401(k) Plan's outsized position 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 $2,050,000,000 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

Cmg Financial Services 401(k) Plan'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. Cmg Financial Services 401(k) Plan lands in the large band (2,194 participants).

DOL schedule card

Filing strip 680309242 · Cmg Mortgage, Inc. PY 2022 · 401(k)

Cmg Financial Services 401(k) Plan · $80M · 2,194 · 91st

  • SCH $80M
  • SCH 2,194
  • SCH 91st
  • SCH 401(k)
  • SCH near Customers Bank 401(k) Plan
  • SCH ind #7989

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 California →

Cmg Financial Services 401(k) Plan in the asset neighbourhood

Provisur Employees Retirement Savings PlanProvisur Employees Retiremen…$80MCustomers Bank 401(k) Plan$80MDeroyal Employees' Savings & Retirement PlanDeroyal Employees' Savings &…$80MCmg Financial Services 401(k) PlanCmg Financial Services 401(k…$80MDbm Global, Inc. 401(k) Plan$80M
End-of-year total assets ($M) among Cmg Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Cmg Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$164M 104.9810204024046% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $79.8M $164M ▲ +105.0%
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 ($B) Participants Cmg Financial Services 401(k) Plan, Total assets ($B): 0.079773293 · Participants: 2194Cmg Financial Services 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
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 →

Cmg Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Customers Bank 401(k) Plan in PA ($80M); by covered participants it is Aeg Vision 401(k) Plan in TX (2,194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,194 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 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).
Which 401(k) plans cover a similar participant headcount to Cmg Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aeg Vision 401(k) Plan in TX (2,194 participants, $46M 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 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.