401(k) · DOL Form 5500 · 2022

Mortgage Express, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
131
Participants Small participant base
72nd
Percentile by assets National rank
$113,678
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgage Express LLC 401(k) Profit Sharing Plan · Sponsored by Mortgage Express, LLC · Oregon · Finance & Insurance

$15M in assets, 131 participants

Mortgage Express, LLC's Mortgage Express LLC 401(k) Profit Sharing Plan reported $15M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,303 in Finance & Insurance (9,261 peers)

Coverage in Oregon

Mortgage Express LLC 401(k) Profit Sharing Plan covers 131 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $15M.

#5,303
in Finance & Insurance (9,261 peers)
-11.6%
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 Express LLC 401(k) Profit Sharing Plan's outsized position by total assets

Mortgage Express LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,891,856 Top 28% higher than 72% 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 Express LLC 401(k) Profit Sharing 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. Mortgage Express LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (131 participants).

DOL schedule card

Filing strip 931296762 · Mortgage Express, LLC PY 2022 · 401(k)

Mortgage Express LLC 401(k) Profit Sharing Plan · $15M · 131 · 72nd

  • PHOTO $15M
  • PHOTO 131
  • PHOTO 72nd
  • PHOTO 401(k)
  • PHOTO near Data Business Equipment, Inc. Retirement Plan
  • PHOTO ind #5303

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 Oregon →

Mortgage Express LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Mortgage Express LLC 401(k) Profit Sharing PlanMortgage Express LLC 401(k) …$15MData Business Equipment, Inc. Retirement PlanData Business Equipment, Inc…$15MMike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing PlanMike Shannon Automotive Inc.…$15MLimestone Bancorp, Inc 401(k) Retirement Savings PlanLimestone Bancorp, Inc 401(k…$15MDegreeone 401(k) Plan$15M
End-of-year total assets ($M) among Mortgage Express LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN931296762
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Express, LLC)

Sponsor-wide plan assets over time

All Mortgage Express, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 37.69859176720484% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.9M $20.5M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 131 $15M
2023 1 112 $18M
2024 1 106 $21M

Nearby 401(k) Plans in Oregon

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

Mortgage Express LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Mortgage Express LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.014891856 · Participants: 131Mortgage Express LLC 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Mortgage Express LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Mortgage Express LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mortgage Express LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Data Business Equipment, Inc. Retirement Plan in IA ($15M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Express LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Mortgage Express LLC 401(k) Profit Sharing Plan pulled back noticeably - down 11.6% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Mortgage Express, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Express, LLC's sponsor-wide assets grew 37.7%, from $15M to $21M.
Which 401(k) plans are similar in size to Mortgage Express LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Data Business Equipment, Inc. Retirement Plan in IA ($15M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Express LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M 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 931296762.

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.