401(k) · DOL Form 5500 · 2022

Mortgage Assets Management, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
57
Participants Small participant base
56th
Percentile by assets National rank
$114,557
Avg per participant Below avg balance/head
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Official DOL plan name: Mortgage Assets Management, LLC 401(k) Plan · Sponsored by Mortgage Assets Management, LLC · Texas · Finance & Insurance

$7M in assets, 57 participants

Mortgage Assets Management, LLC's Mortgage Assets Management, LLC 401(k) Plan reported $7M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,671 in Finance & Insurance (9,261 peers)

Mortgage Assets Management, LLC multi-year trail

Mortgage Assets Management, LLC's plans moved -30.3% in assets from 2022 to 2023; this filing shows Mortgage Assets Management, LLC 401(k) Plan at $7M / 57 participants.

#3,671
in Finance & Insurance (9,261 peers)
-21.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mortgage Assets Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Mortgage Assets Management, LLC 401(k) Plan vs every filed plan by assets

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

$6,529,768 Top 44% higher than 56% 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

Mortgage Assets Management, LLC 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. Mortgage Assets Management, LLC 401(k) Plan is a small filing (57 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 301005971 · Mortgage Assets Management, LLC PY 2022 · 401(k)

Mortgage Assets Management, LLC 401(k) Plan · $7M · 57 · 56th

  • SCH $7M
  • SCH 57
  • SCH 56th
  • SCH 401(k)
  • SCH near Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C.
  • SCH ind #3671

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 Texas →

Mortgage Assets Management, LLC 401(k) Plan in the asset neighbourhood

Mortgage Assets Management, LLC 401(k) PlanMortgage Assets Management, …$7MProfit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C.Profit Sharing/Safe Harbor 4…$7MFrank C. Alegre Trucking, Inc. 401(k) PlanFrank C. Alegre Trucking, In…$7MT.E. Properties, Inc. 401(k) PlanT.E. Properties, Inc. 401(k)…$7MFirespring 401(k) Profit Sharing Plan & TrustFirespring 401(k) Profit Sha…$7M
End-of-year total assets ($M) among Mortgage Assets Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mortgage Assets Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mortgage Assets Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 30.344784071960902% vs 2022
2023 filing year
$4M$5M$6M$7M 20222023 $6.53M $4.55M ▼ -30.3%
Year Plans Participants Total Assets
2022 1 57 $7M
2023 1 7 $5M

Mortgage Assets Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN301005971
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Mortgage Assets Management, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Mortgage Assets Management, LLC 401(k) Plan, Total assets ($B): 0.006529768 · Participants: 57Mortgage Assets Management, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Mortgage Assets Management, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mortgage Assets Management, LLC 401(k) Plan side-by-side with 3 peers →

Mortgage Assets Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. in MO ($7M); by covered participants it is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Mortgage Assets Management, LLC 401(k) Plan assets move in 2022? ▼
Mortgage Assets Management, LLC 401(k) Plan declined sharply - down 21.4% during 2022, from $8M to $7M. Reported net income was -$2M.
How have Mortgage Assets Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mortgage Assets Management, LLC's sponsor-wide assets declined 30.3%, from $7M to $5M.
Which 401(k) plans are similar in size to Mortgage Assets Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. in MO ($7M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Assets Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants, $12M 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 301005971.

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.