401(k) · DOL Form 5500 · 2022

U.S. Mortgage Funding, Inc. 401(k) Plan

Data updated 2026-08-25

$159K
Total assets Small plan by assets
9
Participants Small participant base
9th
Percentile by assets National rank
$17,653
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: U.S. Mortgage Funding, Inc. 401(k) Psp · Sponsored by U.S. Mortgage Funding, Inc. · Illinois · Finance & Insurance

$159K in assets, 9 participants

U.S. Mortgage Funding, Inc.'s U.S. Mortgage Funding, Inc. 401(k) Psp reported $159K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

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

U.S. Mortgage Funding, Inc. multi-year trail

U.S. Mortgage Funding, Inc.'s plans moved +26.2% in assets from 2022 to 2024; this filing shows U.S. Mortgage Funding, Inc. 401(k) Psp at $159K / 9 participants.

#511
in Finance & Insurance (9,261 peers)
-43.1%
assets change YoY

The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

U.S. Mortgage Funding, Inc. 401(k) Psp among the smaller filed plans by assets

U.S. Mortgage Funding, Inc. 401(k) Psp vs every filed plan by assets

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

$158,873 9th percentile higher than 9% 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

U.S. Mortgage Funding, Inc. 401(k) Psp among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.S. Mortgage Funding, Inc. 401(k) Psp is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 823091716 · U.S. Mortgage Funding, Inc. PY 2022 · 401(k)

U.S. Mortgage Funding, Inc. 401(k) Psp · $159K · 9 · 9th

  • PHOTO $159K
  • IND 9
  • EOY 9th
  • 5500 401(k)
  • ASSETS near Bib Franchising Inc 401(k) Profit Sharing Plan
  • PCT ind #511

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 Illinois →

U.S. Mortgage Funding, Inc. 401(k) Psp in the asset neighbourhood

U.S. Mortgage Funding, Inc. 401(k) PspU.S. Mortgage Funding, Inc. …$159KBib Franchising Inc 401(k) Profit Sharing PlanBib Franchising Inc 401(k) P…$159KEthos Wellness Inc 401(k) PlanEthos Wellness Inc 401(k) Pl…$159KTag Venture Group Retirement PlanTag Venture Group Retirement…$159KWinkelman-Renneberg Inc. Retirement PlanWinkelman-Renneberg Inc. Ret…$159K
End-of-year total assets ($M) among U.S. Mortgage Funding, Inc. 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

U.S. Mortgage Funding, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All U.S. Mortgage Funding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$201K 26.246750549180792% vs 2022
2024 filing year
$0.14M$0.16M$0.18M$0.2M$0.22M 202220232024 $0.16M $0.2M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 9 $159K
2023 1 7 $180K
2024 1 6 $201K

U.S. Mortgage Funding, Inc. filing trail (2022)

Total Assets (Beginning of Year)$279K
Net Assets (End of Year)$159K
Net Income-$120K
Employer EIN823091716
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

U.S. Mortgage Funding, Inc. 401(k) Psp vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants U.S. Mortgage Funding, Inc. 401(k) Psp, Total assets ($B): 0.000158873 · Participants: 9U.S. Mortgage Funding, Inc. 401(k) PspState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
U.S. Mortgage Funding, Inc. 401(k) Psp vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare U.S. Mortgage Funding, Inc. 401(k) Psp side-by-side with 3 peers →

U.S. Mortgage Funding, Inc. 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bib Franchising Inc 401(k) Profit Sharing Plan in FL ($159K); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($159K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 U.S. Mortgage Funding, Inc. 401(k) Psp assets move in 2022? ▼
U.S. Mortgage Funding, Inc. 401(k) Psp contracted severely - down 43.1% during 2022, from $279K to $159K. Reported net income was -$120K.
How have U.S. Mortgage Funding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Mortgage Funding, Inc.'s sponsor-wide assets grew 26.2%, from $159K to $201K.
Where does U.S. Mortgage Funding, Inc. 401(k) Psp rank by assets among Form 5500 filers? ▼
U.S. Mortgage Funding, Inc. 401(k) Psp ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to U.S. Mortgage Funding, Inc. 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Bib Franchising Inc 401(k) Profit Sharing Plan in FL ($159K, 1 participant).
Which 401(k) plans cover a similar participant headcount to U.S. Mortgage Funding, Inc. 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 823091716.

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.