401(k) · DOL Form 5500 · 2022

Royal United Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
388
Participants Below avg headcount
73rd
Percentile by assets National rank
$39,888
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Royal United Mortgage LLC 401(k) Plan · Sponsored by Royal United Mortgage, LLC · Indiana · Finance & Insurance

$15M in assets, 388 participants

Royal United Mortgage, LLC's Royal United Mortgage LLC 401(k) Plan reported $15M in total assets and 388 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,386 in Finance & Insurance (9,261 peers)

Royal United Mortgage, LLC multi-year trail

Royal United Mortgage, LLC's plans moved +20.1% in assets from 2022 to 2024; this filing shows Royal United Mortgage LLC 401(k) Plan at $15M / 388 participants.

#5,386
in Finance & Insurance (9,261 peers)
-19.2%
assets change YoY

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.

Royal United Mortgage LLC 401(k) Plan's outsized position by total assets

Royal United Mortgage LLC 401(k) Plan vs every filed plan by assets

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

$15,476,706 Top 27% higher than 73% 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

Royal United 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. Royal United Mortgage LLC 401(k) Plan sits mid-pack in the medium band (388 participants).

Plan-year Form 5500 strip

Filing strip 261773722 · Royal United Mortgage, LLC PY 2022 · 401(k)

Royal United Mortgage LLC 401(k) Plan · $15M · 388 · 73rd

  • EIN $15M
  • EIN 388
  • EIN 73rd
  • EIN 401(k)
  • EIN near A.B. Data Group Retirement and Savings Plan
  • EIN ind #5386

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 →

Royal United Mortgage LLC 401(k) Plan in the asset neighbourhood

Royal United Mortgage LLC 401(k) PlanRoyal United Mortgage LLC 40…$15MA.B. Data Group Retirement and Savings PlanA.B. Data Group Retirement a…$15MCherokee Town & Country Club 401(k) Retirement PlanCherokee Town & Country Club…$15MThe Time Group 401(k) Plan$15MLimetree Bay Terminals, LLC 401(k) PlanLimetree Bay Terminals, LLC …$15M
End-of-year total assets ($M) among Royal United Mortgage LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Royal United Mortgage, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Royal United Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 20.07886561907941% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $15.5M $18.6M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 388 $15M
2023 1 277 $17M
2024 1 279 $19M

Royal United Mortgage, LLC filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN261773722
Plan Effective Date2009-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Royal United Mortgage LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Royal United Mortgage LLC 401(k) Plan, Total assets ($B): 0.015476706 · Participants: 388Royal United Mortgage LLC 401(k) PlanElevance 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
Royal United Mortgage LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Royal United Mortgage LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is A.B. Data Group Retirement and Savings Plan in WI ($15M); by covered participants it is Laerdal Medical Corporation 401(k) Profit Sharing Plan in NY (388 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (388 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 Royal United Mortgage LLC 401(k) Plan assets move in 2022? ▼
Royal United Mortgage LLC 401(k) Plan declined sharply - down 19.2% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Royal United Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal United Mortgage, LLC's sponsor-wide assets grew 20.1%, from $15M to $19M.
Which 401(k) plans are similar in size to Royal United Mortgage LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A.B. Data Group Retirement and Savings Plan in WI ($15M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Royal United Mortgage LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laerdal Medical Corporation 401(k) Profit Sharing Plan in NY (388 participants, $50M 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 261773722.

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.