401(k) · DOL Form 5500 · 2022

Ruoff Mortgage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
1,072
Participants Near avg headcount
84th
Percentile by assets National rank
$30,959
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Ruoff Mortgage Company, Inc. · Indiana · Finance & Insurance

$33M in assets, 1,072 participants

Ruoff Mortgage Company, Inc.'s Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust reported $33M in total assets and 1,072 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,861 in Finance & Insurance (9,261 peers)

Where Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $33M for 1,072 participants (~$30,959/participant), down 7.2% in 2022.

#6,861
in Finance & Insurance (9,261 peers)
-7.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$33,188,073 Top 16% higher than 84% 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

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust'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. Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust lands in the large band (1,072 participants).

DOL schedule card

Filing strip 351616238 · Ruoff Mortgage Company, Inc. PY 2022 · 401(k)

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust · $33M · 1,072 · 84th

  • TYPE $33M
  • TYPE 1,072
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Lerner Corporation 401(k) Plan
  • TYPE ind #6861

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 Indiana →

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and TrustRuoff Mortgage Company, Inc.…$33MLerner Corporation 401(k) PlanLerner Corporation 401(k) Pl…$33MProduction Sheet Metal Workers' Local 10 Retirement PlanProduction Sheet Metal Worke…$33MSizewise 401(k) Retirement PlanSizewise 401(k) Retirement P…$33MStar of the West Savings and Protection PlanStar of the West Savings and…$33M
End-of-year total assets ($M) among Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$33M
Net Income-$3M
Employer EIN351616238
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ruoff Mortgage Company, Inc.)

Sponsor-wide plan assets over time

All Ruoff Mortgage Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 10.386975465553544% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $33.2M $36.6M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 1,072 $33M
2023 1 884 $35M
2024 1 684 $37M

Nearby 401(k) Plans in Indiana

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

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.033188073 · Participants: 1072Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and TrustElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Lerner Corporation 401(k) Plan in MD ($33M); by covered participants it is Truenorth 401(k) Plan in OH (1,072 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,072 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 Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 7.2% during 2022, from $36M to $33M. Reported net income was -$3M.
How have Ruoff Mortgage Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ruoff Mortgage Company, Inc.'s sponsor-wide assets grew 10.4%, from $33M to $37M.
Where does Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 84th 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 Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lerner Corporation 401(k) Plan in MD ($33M, 327 participants).
Which 401(k) plans cover a similar participant headcount to Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Truenorth 401(k) Plan in OH (1,072 participants, $25M 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 351616238.

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.