401(k) · DOL Form 5500 · 2022

National Mortgage & Finance Co Ltd 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
96
Participants Small participant base
67th
Percentile by assets National rank
$115,243
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan · Sponsored by National Mortgage & Finance Co Ltd · Hawaii · Real Estate

$11M in assets, 96 participants

National Mortgage & Finance Co Ltd's National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan reported $11M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,142 in Real Estate (5,057 peers)

National Mortgage & Finance Co Ltd multi-year trail

National Mortgage & Finance Co Ltd's plans moved +31.3% in assets from 2022 to 2024; this filing shows National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan at $11M / 96 participants.

#4,142
in Real Estate (5,057 peers)
-8.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan's outsized position by total assets

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan vs every filed plan by assets

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

$11,063,374 Top 33% higher than 67% 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

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 990049850 · National Mortgage & Finance Co Ltd PY 2022 · 401(k)

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan · $11M · 96 · 67th

  • BOY $11M
  • BOY 96
  • BOY 67th
  • BOY 401(k)
  • BOY near Theoris Group, Inc. 401(k) Profit Sharing Plan
  • BOY ind #4142

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 Real Estate retirement plans → · Plans in Hawaii →

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan in the asset neighbourhood

National Mortgage and Finance Company, Limited Profit Sharing 401(k) PlanNational Mortgage and Financ…$11MTheoris Group, Inc. 401(k) Profit Sharing PlanTheoris Group, Inc. 401(k) P…$11MThe Eye Center of Central PA, LLP 401(k) Profit Sharing PlanThe Eye Center of Central PA…$11MAspen Ml LLC Retirement Plan$11MWoman's Clinic, a Professional Association 401(k) Profit Sharing PlanWoman's Clinic, a Profession…$11M
End-of-year total assets ($M) among National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

National Mortgage & Finance Co Ltd multi-year asset trail

Sponsor-wide plan assets over time

All National Mortgage & Finance Co Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$15M 31.26829121025828% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $14.5M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 96 $11M
2023 1 102 $13M
2024 1 101 $15M

National Mortgage & Finance Co Ltd filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN990049850
Plan Effective Date1953-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan, Total assets ($B): 0.011063374 · Participants: 96National Mortgage and Finance Company, Limited Profit Sharing 401(k) PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.303213481 · Participants: 8104The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.679386573 · Participants: 2022Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.620580397 · Participants: 2630Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.459837917 · Participants: 856Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.456197903 · Participants: 2997Kamehameha Schools 401(k) Retirement Savings Plan
National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan side-by-side with 3 peers →

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Theoris Group, Inc. 401(k) Profit Sharing Plan in IN ($11M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan assets move in 2022? ▼
National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan pulled back noticeably - down 8.4% during 2022, from $12M to $11M. Reported net income was -$1M.
How have National Mortgage & Finance Co Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Mortgage & Finance Co Ltd's sponsor-wide assets grew 31.3%, from $11M to $15M.
Which 401(k) plans are similar in size to National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Theoris Group, Inc. 401(k) Profit Sharing Plan in IN ($11M, 205 participants).
Which 401(k) plans cover a similar participant headcount to National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K 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 990049850.

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.