401(k) · DOL Form 5500 · 2022
Mortgage Connect, LP 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 2,073
- Participants Near avg headcount
- 69th
- Percentile by assets National rank
- $5,828
- Avg per participant Low balance/head
Official DOL plan name: Mortgage Connect LP 401(k) Profit Sharing Plan · Sponsored by Mortgage Connect, LP · Pennsylvania · Finance & Insurance
$12M in assets, 2,073 participants
Mortgage Connect, LP's Mortgage Connect LP 401(k) Profit Sharing Plan reported $12M in total assets and 2,073 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #4,854 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
Mortgage Connect LP 401(k) Profit Sharing Plan covers 2,073 participants in Pennsylvania, 2.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $12M.
- #4,854
- in Finance & Insurance (9,261 peers)
- +2.2%
- assets growth YoY
Mortgage Connect LP 401(k) Profit Sharing Plan's outsized position by total assets
Mortgage Connect LP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,081,824 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mortgage Connect LP 401(k) Profit Sharing 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. Mortgage Connect LP 401(k) Profit Sharing Plan lands in the large band (2,073 participants).
Form 5500 schedule snapshot
Filing strip 261671848 · Mortgage Connect, LP PY 2022 · 401(k)
Mortgage Connect LP 401(k) Profit Sharing Plan · $12M · 2,073 · 69th
- ASSETS $12M
- PCT 2,073
- EIN 69th
- RANK 401(k)
- PHOTO near Kids Dental Brands 401(k) Plan
- IND ind #4854
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 Pennsylvania →
Mortgage Connect LP 401(k) Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $265K |
| Employer EIN | 261671848 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mortgage Connect, LP)
Sponsor-wide plan assets over time
All Mortgage Connect, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 32.07917943515813% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,073 | $12M |
| 2023 | 1 | 886 | $13M |
| 2024 | 1 | 780 | $16M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Mortgage Connect LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Kids Dental Brands 401(k) Plan in AZ ($12M); by covered participants it is Guggenheim Services Retirement Savings Plan in IL (2,073 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Kids Dental Brands 401(k) Plan (AZ) $12M · 529
- Control Solutions, Inc. 401(k) Plan (TX) $12M · 263
- Employee Savings and Investment Plan of Friend Tire Company (MO) $12M · 264
- Reading Intl, Inc Employee Ret Savings Plan (CA) $12M · 374
Similar participant headcount
Nearest other-state filings by covered participants (2,073 participants); asset peers above are excluded.
- Guggenheim Services Retirement Savings Plan (IL) 2,073 · 0 off
- Granite Telecommunications 401(k) Plan (MA) 2,074 · 1 off
- First Community Bancshares, Inc.Employees' Profit Sharing Plan (TX) 2,074 · 1 off
- Crescent Electric Supply Company 401(k) Plan (IL) 2,074 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.