401(k) · DOL Form 5500 · 2022

Movement Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$230M
Total assets Near avg plan size
4,738
Participants Above avg headcount
96th
Percentile by assets National rank
$48,462
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Movement Mortgage 401(k) Plan · Sponsored by Movement Mortgage, LLC · South Carolina · Finance & Insurance

$230M in assets, 4,738 participants

Movement Mortgage, LLC's Movement Mortgage 401(k) Plan reported $230M in total assets and 4,738 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,638 in Finance & Insurance (9,261 peers)

Coverage in South Carolina

Movement Mortgage 401(k) Plan covers 4,738 participants in South Carolina, 13x the typical South Carolina plan (state average ~369 per filing). Assets: $230M.

#8,638
in Finance & Insurance (9,261 peers)
-9.5%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Movement Mortgage 401(k) Plan's outsized position by total assets

Movement Mortgage 401(k) Plan vs every filed plan by assets

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

$229,611,153 Top 4% higher than 96% 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

Movement Mortgage 401(k) Plan'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. Movement Mortgage 401(k) Plan lands in the large band (4,738 participants).

Plan-year Form 5500 strip

Filing strip 260595342 · Movement Mortgage, LLC PY 2022 · 401(k)

Movement Mortgage 401(k) Plan · $230M · 4,738 · 96th

  • EOY $230M
  • 5500 4,738
  • ASSETS 96th
  • PCT 401(k)
  • EIN near Cambridge Information Group, Inc. 401(k) Retirement Plan
  • RANK ind #8638

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 South Carolina →

Movement Mortgage 401(k) Plan in the asset neighbourhood

Atro Companies Profit Sharing/401(k) PlanAtro Companies Profit Sharin…$230MMovement Mortgage 401(k) Plan$230MCambridge Information Group, Inc. 401(k) Retirement PlanCambridge Information Group,…$230MChamberlain 401(k) Plan$230MLhoist North America 401(k) PlanLhoist North America 401(k) …$229M
End-of-year total assets ($M) among Movement Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$254M
Net Assets (End of Year)$230M
Net Income-$24M
Employer EIN260595342
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Movement Mortgage, LLC)

Sponsor-wide plan assets over time

All Movement Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$334M 45.425534272718885% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $230M $334M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 4,738 $230M
2023 1 4,510 $292M
2024 1 4,373 $334M

Nearby 401(k) Plans in South Carolina

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

Movement Mortgage 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 40006000800010000120001400016000 01234 Total assets ($B) Participants Movement Mortgage 401(k) Plan, Total assets ($B): 0.229611153 · Participants: 4738Movement Mortgage 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Movement Mortgage 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Movement Mortgage 401(k) Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest 401(k) by assets is Cambridge Information Group, Inc. 401(k) Retirement Plan in MD ($230M); by covered participants it is Schulte Hospitality Group, Inc. 401(k) Plan in KY (4,736 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($230M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,738 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 Movement Mortgage 401(k) Plan assets move in 2022? ▼
Movement Mortgage 401(k) Plan pulled back noticeably - down 9.5% during 2022, from $254M to $230M. Reported net income was -$24M.
How have Movement Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Movement Mortgage, LLC's sponsor-wide assets grew 45.4%, from $230M to $334M.
Where does Movement Mortgage 401(k) Plan rank by assets among Form 5500 filers? ▼
Movement Mortgage 401(k) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Movement Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cambridge Information Group, Inc. 401(k) Retirement Plan in MD ($230M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Movement Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schulte Hospitality Group, Inc. 401(k) Plan in KY (4,736 participants, $21M 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 260595342.

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.